Customized Task List

This function allows creating a customized table view when adding a task by Resource. This means that based on a few mandatory fields, it is possible to give information from other objects in SAP Business One or ProcessForce by creating an SQL code.

caution

Please note that when using this function, all interactive icons are unavailable.

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To create a view, perform the following steps:

Create an SQL code (what columns you would like to display on what conditions, order, etc)

Rules:

• The code has to have a condition written like where mor16."U_RscCode" =@RscCode
• The code has to be based on CT_PF tables like OMOR and/or MOR12 and/or MOR16
• Columns' aliases need to be written with a floor like 1THWORD_2THWORD
• "DocEntry" and mor16."U_LineNum" are always obligatory

Example

  select
  omor."DocEntry"
  ,mor16."U_LineNum"
  ,omor."DocNum" as "_Nr_dokumentu"
  ,omor."U_ItemCode" as "_Kod_indeksu"
  ,omor."U_Description" as "_Nazwa_indeksu"
  ,omor."U_Quantity" as "_Planowana_ilośc"
  ,omor."U_PlannedStartDate" "_Planowana_data_rozpoczęcia"
  ,mor12."U_OprCode" as "_Kod_operacji"
  ,opr."U_OprName" as "_Nazwa_operacji"
  ,mor14."U_ItemCode" as "_Kod_materiału"
  ,oitm."ItemName" as "_Nazwa_materiału"
  from "@CT_PF_OMOR" omor
  inner join "@CT_PF_MOR12" mor12 on omor."DocEntry"=mor12."DocEntry"
  inner join "@CT_PF_MOR16" mor16 on omor."DocEntry"=mor16."DocEntry" and mor12."U_RtgOprCode"=mor16."U_RtgOprCode"
  left join "@CT_PF_MOR14" mor14 on mor12."DocEntry" = mor14."DocEntry" and mor12."U_RtgOprCode"=mor14."U_RtgOprCode"
  inner join "@CT_PF_OOPR" opr on mor12."U_OprCode"=opr."U_OprCode"
  left join "OITM" oitm on mor14."U_ItemCode"=oitm."ItemCode"
  where mor16."U_RscCode" =@RscCode
  and omor."DocNum" like '21%'
  and mor16."U_Active"='Y'
  and omor."U_Status" in ('ST','RL')

Query Manager

The code needs to be saved in Query Manager:

PDC Settings

It is needed to create a PDC Setting view and select created view/query in the Task List field.

Employee Master Data

The last step to use the customized task list is to assign the created PDC Setting to Employee at Employee Master Data window:

Example of the result in CompuTec PDC: