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	<title> &#187; UDF (User Defined Fields)</title>
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		<title>SAP Business One Retrieving the Ship-To State for a Sales Order</title>
		<link>http://www.90minds.com/2009/02/11/sap-business-one-retrieving-the-ship-to-state-for-a-sales-order/</link>
		<comments>http://www.90minds.com/2009/02/11/sap-business-one-retrieving-the-ship-to-state-for-a-sales-order/#comments</comments>
		<pubDate>Wed, 11 Feb 2009 16:58:10 +0000</pubDate>
		<dc:creator>Mark Chinsky</dc:creator>
				<category><![CDATA[Customization]]></category>
		<category><![CDATA[Formatted Search]]></category>
		<category><![CDATA[Queries]]></category>
		<category><![CDATA[Reporting]]></category>
		<category><![CDATA[UDF (User Defined Fields)]]></category>

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		<description><![CDATA[It was important to one client to be able to do sales reporting by state (which was done using the query tool). In SBO, the address on the marketing documents is one large field and you cannot get the state unless you get the information from the BP (Business Partner) master for scan through the [...]]]></description>
			<content:encoded><![CDATA[<p>It was important to one client to be able to do sales reporting by state (which was done using the query tool). In SBO, the address on the marketing documents is one large field and you cannot get the state unless you get the information from the BP (Business Partner) master for scan through the field for specific characters and pull out the state information. </p>
<ol>
<li><a href="http://sbonotes.blogspot.com/2007/07/creating-user-defined-field-for.html">Create a UDF (User Defined Field)</a> for the marketing document header.</li>
<li><a href="http://sbonotes.blogspot.com/2007/07/creating-custom-queries.html">Create a custom query</a> and insert the code below into the query statement area. The query below will take the <em>Ship-To Code</em> selected and go to the Business Partner Master and get the correct Ship-To State. It will also look for a comma on a custom address (where a ship to code is not selected) and pull the state code from the two characters after the &quot;, &quot;:      <br />Select Case When $[ShipToCode] = &#8216; &#8216; Then Case When CHARINDEX(&#8216;,&#8217;,$[Address2])= 0 Then &#8216;??&#8217; Else Substring($[Address2], CHARINDEX(&#8216;,&#8217;,$[Address2])+1,2) END Else (Select ADR.State From CRD1 ADR Where $[CardCode] = ADR.CardCode and $[ShipToCode] = ADR.Address and ADR.ADRESTYPE = &#8216;S&#8217;)END</li>
<li>Now you can <a href="http://sbonotes.blogspot.com/2007/07/assigning-form-query-to-field.html">tie a query to the UDF (User Defined Field)</a> you created on a Marketing Document. You will have to assign the query on each marketing document you want the query to run on (e.g., Sales Order, Delivery Doc, etc.). <strong>Note: This query was assigned to run automatically when the <em>Ship to </em>field changed.</strong> That can be assigned on the Search Definition on the field.</li>
</ol>
<p>Thanks to Ed Monk of <a href="http://www.sbonotes.com">SBONotes.com</a></p>
<p style='text-align:left'>&copy; 2009, <a href='http://www.90minds.com'>Mark Chinsky</a>. All rights reserved. Formed in 2005. the  90 Minds Consulting Group  is a collaboration of 100 Sage partners who independently join together online in a 24 x 7 private communication network to solve difficult issues for their customers.  The group is not affiliated with Sage  and our collaboration provides for unparalleled member access to early warnings of bugs and other issues which members in turn are encouraged to use to provide an exceptional customer experience.</p>
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		<title>SAP Business One Creating a User Defined Field for Marketing Documents &#8211; Basic</title>
		<link>http://www.90minds.com/2009/02/11/sap-business-one-creating-a-user-defined-field-for-marketing-documents-basic/</link>
		<comments>http://www.90minds.com/2009/02/11/sap-business-one-creating-a-user-defined-field-for-marketing-documents-basic/#comments</comments>
		<pubDate>Wed, 11 Feb 2009 16:56:59 +0000</pubDate>
		<dc:creator>Mark Chinsky</dc:creator>
				<category><![CDATA[Customization]]></category>
		<category><![CDATA[Formatted Search]]></category>
		<category><![CDATA[UDF (User Defined Fields)]]></category>

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		<description><![CDATA[Backup your database. Get everyone out of the system. Create a UDF (User Defined Field) (Tools-&#62;User-Defined Fields) at the marketing document header by clicking on the yellow (or gold) arrow to the left of the Marketing Documents row. Look for the row below that called Title and click on it. In the Lower right hand [...]]]></description>
			<content:encoded><![CDATA[<ol>
<li>Backup your database. Get everyone out of the system.</li>
<li>Create a UDF (User Defined Field) (<em>Tools-&gt;User-Defined Fields</em>) at the marketing document header by clicking on the yellow (or gold) arrow to the left of the <em>Marketing Documents </em>row. </li>
<li><a href="http://4.bp.blogspot.com/_1ULSO0XKfTI/Ro5_0OiD6nI/AAAAAAAAABM/c39LSnG1L48/s1600-h/UDF_Add_State_Field.jpg" rel="lightbox[319]"></a>Look for the row below that called <em>Title</em> and click on it. In the Lower right hand corner is a Add button. </li>
<li>Click on the Add Button a window appears.     <br /><img alt="" src="http://1.bp.blogspot.com/_1ULSO0XKfTI/Ro6E2eiD6pI/AAAAAAAAABc/RyrXTVTM_1o/s320/UDF_Add_State_Field.jpg" border="0" />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).</li>
<li>Click the Add button after you have completed the required fields. There will be some warnings and such&#8230;no worries. </li>
<li>Close all screen and return to the main menu. </li>
<li>Go to a marketing document (such as a sales order) and then, select from the drop down menu at the top of the screen: <em>View-&gt;User Defined Fields</em>. 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.      <br /><img alt="" src="http://2.bp.blogspot.com/_1ULSO0XKfTI/Ro6FhuiD6qI/AAAAAAAAABk/tzJ1qwBXXP0/s320/Show_UDF.jpg" border="0" /></li>
</ol>
<p>Thanks to Ed Monk of <a href="http://www.sbonotes.com">SBONotes.com</a></p>
<p style='text-align:left'>&copy; 2009, <a href='http://www.90minds.com'>Mark Chinsky</a>. All rights reserved. Formed in 2005. the  90 Minds Consulting Group  is a collaboration of 100 Sage partners who independently join together online in a 24 x 7 private communication network to solve difficult issues for their customers.  The group is not affiliated with Sage  and our collaboration provides for unparalleled member access to early warnings of bugs and other issues which members in turn are encouraged to use to provide an exceptional customer experience.</p>
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