Blog

SAP Business One Creating a User Defined Field for Marketing Documents – Basic

By Ryan Howe

  1. Backup your database. Get everyone out of the system.
  2. Create a UDF (User Defined Field) (Tools->User-Defined Fields) at the marketing document header by clicking on the yellow (or gold) arrow to the left of the Marketing Documents row.
  3. Look for the row below that called Title and click on it. In the Lower right hand corner is a Add button.
  4. Click on the Add Button a window appears.
    This window will allow you to add a new field to the Database and it will allow you to access that field on the marketing documents (such as the sales order).
  5. Click the Add button after you have completed the required fields. There will be some warnings and such…no worries.
  6. Close all screen and return to the main menu.
  7. Go to a marketing document (such as a sales order) and then, select from the drop down menu at the top of the screen: View->User Defined Fields. The screen will probably re-draw and a new box to the right of the main sales order screen will appear. You will see the field you created.

Ryan Howe

Partner, Clients First Business Solutions New Jersey

Ryan Howe is a Certified Public Accountant turned SAP Business One consultant. Leading the SAP Business One practice at Clients First, Ryan has over 23 years’ experience in the financial management and ERP industry, specializing in business analysis, relationship building, and business process optimization. When he’s not helping customers leverage SAP Business One to meet their short and long-term needs, you can find him at any Michigan State sporting event with his family – go Spartans!