Create User-Defined Fields in SAP Business One

SAP Business One provides user-defined fields (UDFs) to give users the ability to add data and functionality to their business platform. Square Bridge leverages UDFs within SAP Business One to facilitate the syncing of data between SAP Business One and Square.

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Create a UDF

Create a user-defined field in SAP Business One to support syncing with Square Bridge. Complete the following steps for each field you need to add.

  1. Open UDF Manager. Choose Tools, Customization Tools, and choose User-Defined Fields - Management.

SAP-business-one-UDF-manager

  1. Choose the rotating triangles to locate the appropriate document subcategory, and then choose the subcategory. It should be highlighted to indicate that it is selected. This example navigates to Master Data, to Items, and then to Items.

    SAP-business-one-add-udf

  2. Choose Add at the bottom of UDF Manager to open the window for customizing a new UDF.

  3. In the Field Data window, enter the appropriate Title, Type, and Length for the UDF, and then choose Add. This example uses SqCatalogObjectId, Alphanumeric, and 60, respectively.

    SAP-business-one-new-udf

    You should now see the new UDF in the UDF Manager window.

  4. Use this process to create the following UDFs in your SAP Business One database.

Note

The Type value for all the following fields is alphanumeric with a length value of 60.

CategoryTitle
Master Data => Business Partner => Business PartnerSqCustomerId
Master Data => Items => ItemsSqTaxScheduleOverride
Master Data => Items => ItemsSqIsZeroPrice
Master Data => Items => ItemsSqItemNameOverride
Master Data => Items => ItemsSqParentItemCode
Master Data => Items => ItemsSqIsVariablePrice
Master Data => Items => ItemsSqItemDesc
Master Data => Items => ItemsSqCatalogObjectType
Master Data => Items => ItemsSqCatalogObjectId
Marketing Documents => TitleSqReferenceId
Marketing Documents => RowsSqReferenceId
Payments => TitleSqReferenceId
Accounting => Journal Transactions - HeaderSqReferenceId
Inventory => Inventory CountingSqReferenceId
Inventory => Inventory Counting - RowSqReferenceId
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View UDFs

These steps are not required. They are for displaying UDFs while viewing records in SAP Business One.

  1. Choose View, and then choose User-Defined Fields to show the UDFs when inspecting a record.

    SAP-business-one-view-udf-fields

  2. The UDFs should be visible in a pane next to the record window.

    SAP-business-one--udf-detail