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Importing a User-Defined Object

 

You can use the Data Transfer Workbench to import the user-defined objects into SAP Business One.

User-defined objects (UDOs) enables you to create your own business objects for managing custom data and creating custom function.

To create the user-defined objects in SAP Business One:

  1. Create user-defined tables (UDTs).

    You can create the following types of UDTs:

    • Master Data

    • Master Data Rows
    • Documents
    • Document Rows
  2. Register the UDO with the related UDTs.

    To run the Registration Wizard, choose  Tools  Customization Tools  Objects Registration Wizard  .

    The Data Transfer Workbench is based on an XML structure and it cannot parse XML tags including spaces and brackets. The UDO names including spaces and brackets cannot be handled by DTW. You must eliminate spaces and brackets when you name the UDO.

     

For more information, see the How To Create User-Defined Fields and Tables document, which you can download from the documentation area of the SAP Business One Customer Portal (http://service.sap.com/smb/sbocustomer/documentation). For more information, see the User-Defined Objects (UDOs) documentation in the SDK Help Center.

 

Procedure

Preparing the Source Data
  1. Log on to the Data Transfer Workbench.
  2. To create the template for the UDOs, choose  Templates  Customize Template  .

     

    The templates are based on each user-defined table (UDT).

    You need to create separate templates for the parent and the child UDTs.

     

  3. Prepare the source files according to the templates.

     

     

     

    • For UDOs of Master Data type (including Master Data Rows type), the key field is Code.

    • For UDOs of Document type (including Document Rows type), the key field is DocEnty. Besides the key, you must fill out the field DocNum and Series with the same values as the existing UDOs.

 

Importing UDOs Using the Data Transfer Workbench
  1. Log on to the company database.
  2. In the Step 1: Select Data Type window, specify the Setup Data type and choose the Next button.
  3. In the Step 2: Specify Operation Type window, specify the type of operation (add new data, update existing data, or both add and update non-transactional data), and choose the Next button.
  4. In the Step 3: Select a Business Object window, specify the type of the business object as  User Defined Data  Tables(UDT)  or  User Defined Data  Objects(UDO)  , and choose the Next button.
  5. In the Step 4: Select Data Source window, specify the source files that contain the data to be added or updated and choose the Next button.
  6. In the Step 5: Map Object Fields window, you can check the source data and specify the mapping rules. After finishing the mapping, choose the Next button.
  7. In the Step 6: Define Error Handling window, select the error handling options. Choose the Run Simulation button if you want to test the import. Choose the Next button.
  8. In the Step 7: Start Importing Data window, the successfully specified information for the data import is displayed. Review your selections and choose the Import button to run the data import into SAP Business One.

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