Looking for the Marketing Document you Just Entered?

A reoccurring issue that users have with the marketing document entry modules within SBO is finding documents that were just entered by that user. Many consultants tell users to use the "back" arrow in the marketing documents, but this does not work very well when you have a room full of people entering documents. To help ease the search for their documents, I have implemented the following, simple query that is used within the marketing documents.

The query is assigned to the document number field because when the user enters find mode within a marketing document (Ctrl+F), the cursor is automatically positioned to this field. It in no way limits the existing search functionally within SBO.

The user could use the ?*?, but the multi-sort features are not there. If you would prefer to just use the existing search capabilities, you can add the field ?User Signature? field into the search screen via the document setting icon so that you can filter by username.

This query also demonstrate the use of the $[user] value. This value provides the current user id number of the user that is signed in. So this query produces a list of purchase orders that where entered or changed by the user signed on, with a custom sort of those values. As with most queries on SBOnotes.com, you can use this query as a foundation for more complex queries.

SELECT DocNum,DocDate,CardCode,CardName
FROM OPOR
WHERE (UserSign = $[user] or UserSign2 = $[user])
ORDER BY DocDate DESC, DocNum DESC

This query will only work as a Formatted Search on the PO. You can either create a more complex query to handle all document types, or create one for each of the different documents (tables).