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

Similar Messages

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

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

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

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

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

While creating the UDF in the Marketing Document ERRor

Dear to ALL
Please give me some solution to the my problem
My problem is
While i am creating the UDF in the marketing document I am getting the error message 131-183 could not able to create the data base.
Any one can help me out releated to this problem
Please .....................................................
With regards to all ........................
Gopi J N
[email protected]
[email protected]

Hi JN,
There is no limit in number of UDF but in record length. This a SQL
Server 2000 limitation which establish 8060 bytes as maximum for a
record. This limitation does not exist in MSSQL 2005.
Therefore, in order to be able to add more UDFs you should reduce the
size of the existing UDFs or upgrade the system to MSSQL 2005.
Please refer to the SAP note 816387
The solution to this problem is to decrease the size of the
User Defined Fields. Either by decreasing the length or changing
the definition of "Alpahnumeric" fields to Text, or the last resort
is to remove the fields.
All these actions have to be done via the SAP Business One application.
The change of field type alphanumeric to Text might influence the
performance.

Print BP Address udf's on Marketing Documents

We have created two udf's with the Business Partner Bill and Ship To Address's (crd1).
We need to print these on marketing documents with the rest of the address. The udf's don't carry over from the BP to
the marketing document when it is created and I can't seem to get to them through the tables in pld. I have the OCRD table available in pld, but not the CRD1.
Does anyone have any thoughts? Can this be done?
Thank You

hi,
Create database field,Press Alt Key + mouse,Select Table name CRD1 -Business Partners - Addresses,
Select column type - user defined field,Align field to top with address.
Jeyakanthan

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

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

Check Box in Marketing Document

Hi Experts,
Can any one Suggests me, I need Check box in Marketing Documents, Is that possible to create (not mentioning UDF or UDT creation).
By karth

You can simulate a check box by one UDF and a FORMATTED SEARCH.
For example you can create a UDF in INV1 named CK_BOX and link in it this formatted search
SELECT 'x'
from inv1
where $[inv1.u_ck_box] =''
union
select ''
from inv1
where $[inv1.u_ck_box] ='x'
Regards,
Paolo

Item Description change at marketing Document

Hi experts ,
I have a typical scenario . Let me describe in detail .
For example --
For Customer A - Item A is called as Apple
For Cusotmer B - Item A is called as Banana
Similarly Customer C......D,E......
And user need that information at marketing document .
My initial though that when I do SO - I will change item description useing Ctrl +tab feature and issue will be solved . But Typing has created a lot of issue . So I need to make it automatic .
If I select customer A , Item A ....It identifies Item Description should be populate as Apple
Similiarly
If I select customer B , Item A ....It identifies Item Description should be populate as Banana
As of now , Apple , Banana is not stored anywhere .. I can utilise UDF or UDT ....
Can you throw some light on this scenario ?
Thank you
Bishal

Hi Brother
Please try this
U can change the item code for every BP in Documents according to your need
Use the functionality of BP catalog number
Inventory > Inventory management > BP catalog number
Here u can set catalog according to item per BP and also BP per item
For example u have 10 items that are named differently for 10 BP
First select the item tab select one of 10 item in header level
And all 10 BP in row level name them under BP catalog no.
After that do that for rest of nine item
When u want this functionally to work
Open the document in which you want to change name according to BP
Like all sale doc or purchase doc .
In form setting in document tab go to general tab and check Display BP Catalog Number
Do the changes after selecting the item in document other wise only those item will appear for which u have given catalog No for that BP
Tell me if it does not work
I will help u out
Thanks
Avtar Singh Saini

UDFs in Marketting Documents

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