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.
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.
- Open UDF Manager. Choose Tools, Customization Tools, and choose User-Defined Fields - Management.
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.
Choose Add at the bottom of UDF Manager to open the window for customizing a new UDF.
In the Field Data window, enter the appropriate Title, Type, and Length for the UDF, and then choose Add. This example uses
You should now see the new UDF in the UDF Manager window.
Use this process to create the following UDFs in your SAP Business One database.
These steps are not required. They are for displaying UDFs while viewing records in SAP Business One.
Choose View, and then choose User-Defined Fields to show the UDFs when inspecting a record.
The UDFs should be visible in a pane next to the record window.