UDF In Marketing Document At Title Level - Display/Activate

Can you display an UDF in a Marketing Document and if so how do you make it visible and active? I see how to do this for the rows but not the title.

Go to menu - View - User Field. Or simply CtrlShiftU.
It will be visible and active by default unless you manually uncheck the boxes under setting.
Thanks,
Gordon

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UDFs in Marketting Documents

Hi,
When I add an UDF in the Marketting Documents -> Row/Title it appears in all the marketting related documents.
How can I add it only for say AR Invoice.
I tried defining Category for the user defined fields. But then I will have to do it for all the documents one by one seperately as this category definitions are not available when I go to the next document type.
How shall I handle this ?
Thanx in advance.
With Regards,
Ram.

Hi Ram,
The UDF is correctly designed to apply to apply to all marketing documents in the event that say you start using the field in a sales quotation the informations will automatically carry forward to the sales orders, an automatically created purchase order and A/R Invoice etc.
For your issue you simply need to adjust the form settings in all documents where you will not be using the field.
It's a little work but just the way it is!
Jake

How to update UDF from marketing documents to Journal Entry UDF

Hi Experts,
I have a UDF in the marketing documents and I want to save the value to Journal Entry UDF.
Regards,
Jummie

Hello Jummie,
If I understand correctly, the scenario is that copy the value of UDF from marketing document to the UDF its target JE from when the marketing document is created.
if so, just listen to FormDataAdd Event for the marketing document, copy the value of udf when document is created.
Here is the sample code.
Private Sub FormDataEventHandler( _
    ByRef BusinessObjectInfo As SAPbouiCOM.BusinessObjectInfo, _
    ByRef BubbleEvent As Boolean) Handles oApp.FormDataEvent
        'You may add the target documents, 133 - A/R invoice.
        'Before action = true, start the transation
        If BusinessObjectInfo.FormTypeEx = "133" _
                And BusinessObjectInfo.EventType = SAPbouiCOM.BoEventTypes.et_FORM_DATA_ADD _
                And BusinessObjectInfo.BeforeAction = True Then
            oCompany.StartTransaction()
            'BubbleEvent = False
        End If
        'Before Action = false,
        'Update product item tree
        'Succeed, commit, otherwise rollback
        If BusinessObjectInfo.FormTypeEx = "133" _
        And (BusinessObjectInfo.EventType = SAPbouiCOM.BoEventTypes.et_FORM_DATA_ADD) Then
            If BusinessObjectInfo.BeforeAction = False And BusinessObjectInfo.ActionSuccess Then
                Dim objectKey As String = String.Empty
                oCompany.GetNewObjectCode(objectKey)
                MsgBox(BusinessObjectInfo.Type)
                Dim oInvoice As SAPbobsCOM.Documents = Nothing
                oInvoice = oCompany.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oInvoices)
                If oInvoice.GetByKey(CInt(objectKey)) Then
                    'Retrieve the UDF value in documents
                    Dim udfValueInDoc As String = oInvoice.UserFields.Fields.Item("***").Value
                    Dim oJE As SAPbobsCOM.JournalEntries = oCompany.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oJournalEntries)
                    'Retrieve the JE for the document
                    oJE.GetByKey(CInt(oInvoice.JournalMemo))
                    Dim succeeded = True
                    'add you code to copy the UDF from document into JE
                    If succeeded Then
                        'update the production tree succesfully,
                        oCompany.EndTransaction(SAPbobsCOM.BoWfTransOpt.wf_Commit)
                    Else
                        oCompany.EndTransaction(SAPbobsCOM.BoWfTransOpt.wf_RollBack)
                    End If
                End If
            End If
        End If
    End Sub
Regards, Yatsea

Limiting Authorization of one of many UDF in marketing documents

Hi
I have created a Additional Authorization Creator for limiting the user from changing the values of UDF Field and its working fine, but the issue is i need to block only one UDF which i have created.
For Eg.
There are some 5 UDF (Header Level UDF) in a marketing document, namely
UDF 1 - Transport Name
UDF 2 - Transport Type
UDF 3 - Vehicle Number
UDF 4 - Driver Number
UDF 5 - Driver Name
I need to block only the UDF 5 from changing and the other UDF's can be changed.
The Additional Authorization Creator which i created block's me from changing all the five UDF Values instead of only that UDF 5 .
What could be reason? Should i need to give any Form Number like what i give 63771 which is for Form Settings?

Hi
you can open the document , open the user defined field
go to tools---customization tools ---settings
you will see the list of UDF you can just select which UDF you want to update
you can mark 4 UDF as active and the 5-th UDF as not active but visible
shachar

UDF in marketing documents

Hi Experts,
The UDFs and FMS which are working fine in A/R INV, not working in Sales ORder (Whenever trying to attach FMS, it shows internal error occurred)

Hi,
Most FMS if structured correctly should work across all marketing documents as the table structures are the same.
The FMS's will not work however, if you are including table names in the queries, e.g. $\[ORDR.CardCode\] instead of $\[$-4.CardCode\] or $\[RDR1.ItemCode.0\] instead of $\[$38.1.0\]
If you are unsure how to replace the table names with the form references, simply change the table names in your query, save it with a different name and apply that query to the different screen.
There are some instances where using the table name is necessary, for example if you need to pick up header level UDFs $\[ORDR.U_UDF\].
If you are a SAP partner or customer, there is a useful e-learning session in the education section that will help you.
Post your query here if you have further problems.
Regards,
Adrian

Image UDF on Marketing Documents for Signature

Hi,
I'm using SAP B1 2007A (PL48) with B1DE 1.4
SCENARIO:
For certain Marketing Document Forms (AR Invoice, Sales Order etc) , I need to capture a physical signature via an ePad and save the resulting jpeg with the Marketing Document.
I've created a UDF on the Marketing Documents Title of type Image.
I've added a button to the form (for example AR Invoice) which lets the user capture a signature and saves it to a file.
QUESTION:
How can I programatically load the saved jpg file to the Image UDF?
Please advise.

Hi Ben,
Unfortunately, because you are doing this on a system form it isn't easy. The PictureBox control is what you need to set the picture but I gave it a quick test and although I can create an instance of the PictureBox control and set it to an image UDF field, any value I set to the Picture property is not saved to the UDF.
An alternative approach:
1) Create a separate UDT. In this table you'll need columns for DocType and DocEntry (so you can link a record back to a marketing document) and an Image UDF.
2) Create a simple form that just has a PictureBox control on it. Bind the control to the image UDF on your table.
3) Add a button (in the form load event) to each of the marketing documents that need a signature.
4) Trap the event of the user clicking on the button in the marketing document form and open your new form. Use conditions in the DBDataSource to show the correct signature image.
To import the scanned image you'll need to do the following:
1) Copy the image file to the Pictures folder (as set in the General Settings path tab).
2) Add an entry to the UDT for the correct document type and entry. For the image UDF you should set just the image file name and not the full path.
Hope that all makes sense!
Kind Regards,
Owen

Use User Defined Tables in a Marketing Document on Row Level

Hello All,
Is there a way to use the fields from a User Defined Table in a Marketing Document on a row level such as for example Purchase Order.
If this is not possible directly, any known work-arounds?
Thanks for your effort,
gr.
Freek

Thanks for your idea/workaround. To be more precize, we don't want to pull information from a UDT field into a marketing document, but from the row-level we like to write information to an UDT field.
Any idea?
gr.
Freek

Hi all visible false udf in marketing document

hi all,
i want to visible false udf in the marketing document.but field not show in the forms object.
how is possible.

thanks to replr but i haven't got udf in the active form event.
If pVal.FormType = "142" Then 'Purchase Order Form
                If pVal.EventType = SAPbouiCOM.BoEventTypes.et_FORM_LOAD And BubbleEvent = True And FLAG = False Then
                                   oFormAPOrder = SBO_Application.Forms.GetFormByTypeAndCount(pVal.FormType, pVal.FormTypeCount)
                        'Form = SBO_Application.Forms.ActiveForm
                        Dim oItem As SAPbouiCOM.Item
                        oItem = oForm.Items.Item("U_UIN")
                        oItem.Visible = False
end if
end if
i read in forum that u have to catch form with -142 then u get the udf of the form.
but i tried my problem not solved.
Regards
Rajkumar

Using UDF in Marketing documents

Dear All,
I made two UDF in Marketing docs rows and the same rows in Accounting - Journal transaction rows
The goal is: Every time when the user creates a marketing docs, I'd like to insert the corresponding data to accounting. What should I do for this? Could this be automatically somehow? Is it a simple way to capture all of the events which modifies the journal entries?

well,
i would do it so:
use et_VALIDATE and/or et_LOST_FOCUS in the matrix and make one procedure for all documents.
to be sure the code only works for your documents filter it like
if (pval.FormType = 139 or pval.Formtype = 133 or ...) then
anyway, it will be very tricky, because you will get troubles when more documents are opened
regards
David

Batch Nos and UDFs in Marketing Documents.

Dear Experts,
I am adding some documents like Purchase Invoice, Sales INv..etc, in SAP B1 using DI, Now the problem is I am adding some Batch information like Batch Nos, Batch Quantity etc. Now in the same table OBTN, I want to fill up some values in the UDF. How do i do this as oPurchaseInvoice.Lines.BatchNumbers.UserFields.Fields.Item("U_lsp").Value is not possible.
Thanks in advance,
Vasu Natari.

Vasu,
Unfortunatelly the UserFields collection of BacthNumbers is not implemented in DI API.
You may try:
1. Create a Purchase invoice over SAP B1 GU using bacthes.
2. Enter Defining bacthes screen and fill one the UDFs
3. Issue the Purchase invoice
4. save the last issued Purchase Invoice as xml via DI API,using GetAsXml method
5. Analyze the XML File, and check how the UFD-s are handled in xml
You will see the following in the bacthes area
if you prepare your Puchase Invoice as XML File, and load it from xml, you can manage the User Defined Fields in Batches.
Regards
János

Create User-defined field for Marketing Documents

I need to create a User-Defined field for Marketing Documents under Title and Rows.
I need to do it via .NET instead of manually go into SAP to create it.
Does anyone can give me idea on how to do this?

Hi David,
There are examples of how to do this in the SDK samples (look for MetaDataOperations project in the DI samples).
There are also examples in the SDK help. Here's one:
Private Sub AddUserField()
'// The UserFieldsMD represents a meta-data object that allows you
'// to addremove fields from tables or change the fields' characteristics
    Dim oUserFieldsMD As SAPbobsCOM.UserFieldsMD
'// In any meta-data operation there should be no other object "alive"
'// but the meta-data object, otherwise the operation will fail.
'// This restriction is intended to prevent a collisions.
    '// The meta-data object needs to be initialized with a
    '// regular UserFields object
    Set oUserFieldsMD = oCompany.GetBusinessObject(oUserFields)
    '// When adding user tables or fields to the SAP Business One database
    '// use a prefix identifying your partner name space
    '// this will prevent collisions between the various partners add-ons
    '// SAP's name space prefix is "BE_"
    '// Set the Fields' mandatory properties
    oUserFieldsMD.TableName = "OCRD" '// BP table
    oUserFieldsMD.Name = "BE_UserField1"
    oUserFieldsMD.Description = "A user field"
    oUserFieldsMD.Type = db_Alpha '// am alphanumeric type
    oUserFieldsMD.EditSize = 20
    '// Add the field to the table
    oUserFieldsMD.Add
End Sub
Kind Regards,
Owen

Marketing Document Header Level UDF - Table Holding the Categories

Hi All,
I need the name of the table where categories of udf at header level of marketing document is stored.
I cheked the table CPRF but it does not show the category code in which the udf will be displayed in the form,
please help,
Thanx in advance,,,,

Hi
If you need category codes and descriptions, they are stored in the CUDC.
Thanks,
Gordon

UDF not Enableing in title level

Hi Experts
UDF is not enabeling while SAP once closed or opened, on every opening time we need to create or remove the only one Field in title level then only i can get(View) all the predefined UDF in title level. y this is happening here..can any one help me to solve this issue....
karthi

Hi suda,
By default its enable and visible
Ex: Tool>UDF>settings....active and enable...are ticked..
once am closing the SAP and relogin ....then am trying to enable the UDF by pressing CtrlshiftU or by clicking View>UserDefinedField....its not (enableling)displaying the UDF in title level and row level....
For getting display every time i need to alter (such as remove ,create,update..)any one of the UDF inside the Manage user Fields: Master data (or).Marketing documents...
karthi....

Setting values in a disabled UDF in Row Details in Marketing Documents

Is there any way for us to be able to disable a UDF in the row details of a marketing document but the disabled UDF should also accept value or updates using SDK? We created a UDF that stores important detail and we don't want the user to edit the value. The current form settings is not possible.
Hoping for your immediate response.
Thanks
Edited by: Cecille Rabara on Jul 6, 2009 11:04 AM

Hi
you can get form type and item from system information. after getting this information you have to access the column for this particular item(Matrix). just set it to disable and if you have data in your database then it will display by this column at the time of navigation.
I think this will helps u

FMS required for Row Level in Marketing document for Dimensions vs BP

Dear All,
I need some help in regards to the FMS in SAP Business One. I am trying to use Dimension in the row level of my marketing document. In Dimension 2 and Dimension 3 I have named them as Dimension 2 whose description is Regions and in Dimension 3 whose descrption is Area.
Now in Cost Accounting I have setup the Profit Centers in Dimension 2 Region as under :
Factor Code Factor Description
CD0201         Region 1_Asia
CD0202         Region 2_Middle East
Also I have setup the Profit Centers in Dimension 3 Area as under :
Factor Code   Factor Description
CD0201A       India
CD0201B       Pakistan
CD0201C       China
CD0202A       Syria
CD0202B       Saudi Arabia
I have created a udf in the Business Partner Header as U_DCostRegion wherein I have set Valid Values for Field as under which the user will put
Value            Description
CD0201         Region 1_Asia
CD0202         Region 2_Middle East
In the Business Business Partner Territory the BP has been defined as per the Dimension 3 Area. In which for e.g C0001 territory is India, C0002 territory is Pakistan and so on
Now my requirement :
I want that if the user is doing a Sales Quotation or Sales Order from the Sales Quotation then in the Row level Dimensions column of Regions and Area automatically through FMS it should populate the data accordingly as to what is put in the BP master Data. For Example user is doing Sales Quotation for C0001 whose Area ( U_DCostRegion) is set as CD0201 Region 1_Asia and Territory is set as India then automatically in the Sales Quotation row columns of Region and Area values of CD0201 Region 1_Asia and CD0201A India should come.
I think this requirement can be fullfilled by FMS but I am not able to do it from my end. Please advise what should be the FMS for it.
Regards,
Depika

Dear Rahul,
I am able to put the Region from the Business Partner UDF to the document Row of Region column with the FMS as SELECT $[OCRD.U_DCostRegion] as in the U_DCostRegion I had set Valid Values for Field as
Value    Description
CD0201 Region 1_Asia
CD0202 Region 2_Middle East
As in the Dimension in Marketing document it takes the Factor Code e.g CD0201 so I am able to handle it with the above FMS.
But for the Area dimension I am not able to make the FMS because in the marketing document it takes the Factor Code means the Factor Code e.g CD0201A and its not linked to the BP Territory Table of OTER.
I want a FMS which is linked with the OTER Table also as such if in the BP the territory ( avaliable in base product BP > General Tab > Territory ( where its defined as India for BP C0001) should link to CD0201A which is the Factor Code wherein the Factor Description is India.
please advise in this regard.
Regards,
depika

UDF In Marketing Document At Title Level - Display/Activate

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