Re: Can we create UDF template for sales order draft?

Hi Punam Gandi

Data Transfer Workbench provides you with default templates for all the objects in SAP Business One. The folder hierarchy of the templates is the same as the structure of the SAP Business One Main Menu, and the template naming convention is as follows: database table name - DI object/subobject name.xlt. Example: OCRD – Business Partners.xlt

You can customize the templates to include user-defined fields or to fulfill the following operational needs:

• Adding the fields that are not provided by the predefined templates
• Removing unnecessary fields from the templates

  Do not remove keys or related objects, such as CardCode, DocNum, LineNum, and so on. To prevent problems, we recommend that you do not remove any fields.

• Rearranging the sequence of the fields

The Data Transfer Workbench lets you generate Microsoft Excel templates as the new interfaces. After maintaining the interfaces, you can generate new templates based on the new interfaces.

You may refer to the following SAP Notes for further help and information:

• SAP Note 894035: DTW error when columns are deleted from the template
• SAP Note 894772: Error occurs when you remove unused Template columns

1. In the Data Transfer Workbench menu bar, choose TemplatesCustomize Template.

   The Customize Template window appears.

2. Choose the Select Object button and select an object.

   The Select Object window contains all the business objects, services, user-defined tables (UDTs) and user-defined objects (UDOs) that are supported by DTW.

3. Per default, each object includes the fields that are most commonly used. To add or delete fields, right-click a field and select Add Field or Delete Field.

   If you select Add Field, a list of fields that can be added appears in the upper right frame. You can select a field to view the field information at the bottom right frame. To add a field to the object, double-click the field, and the added field appears in the tree of the left frame.

4. To create a new template, right-click a structure, choose Create Template for the Structure, and set the path to save the template.

Hope helpful

Regards

Kennedy