Customization Tools: Exercises
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1 Customization Tools: Exercises Unit: Customization Tools Topic: User-Defined Fields and Tables 1-1 Add a user-defined field with a list of values The customer wants to add a new field to record the status level of a customer Bronze, Silver, Gold and Platinum. Choose Tools Customization Tools User-Defined Fields Management. Add a user-defined field to the object Master Data > Business Partner > Business Partner. Field Name or Data Select Set Valid Values for Field. Choose New and enter the following data: Values Level Status Level Regular Value Then Choose B Bronze New S Silver New G Gold New P Platinum New Choose Yes to the system message. Open an existing customer master data record. Open the side panel to show the user-defined fields. Open the dropdown list to see the status levels in the new field. Select a level and update the master data record. Note: If you set a default value for the new field, the default value will appear in new master data records but not existing master data records.
2 1-2 Add a user-defined field to the document row level The customer wants to add a new field to hold special instructions for picking an item in the warehouse Add a user-defined field Add a user-defined field to the object Inventory > Pick List - Rows. Field Name or Data Values Instructions Special Instructions Text Test the user-defined field Create a pick list: Choose Inventory Pick and Pack Pick and Pack Manager. Select relevant sales orders for picking. Find the created pick list: Choose Inventory Pick and Pack Pick List. Scroll to the right of the item row to see the new field. You can enter freeform text in this field. 1-3 Add a user-defined field for a link When you add a new sales opportunity, you want to store a link to the customer s web site. Add a user-defined field called Link to the area of the Sales Opportunities object. Select General as the. Select Link as the. Open a new sales opportunity. Choose Sales Opportunities Sales Opportunity. Select a business partner. Open the side panel to display user-defined fields. Double-click the Link field. Provided that you have set the path to the Attachments folder in the General Settings, a window will open for you to select a file. Instead of selecting a file from the Attachments folder, type an address, such as in the File Name field and choose Open. The url will be saved in the Link field. Double-click in the Link field to open the web site from the sales opportunity.
3 1-4 Add a User-Defined Table The company wants to record the source for each new customer. The list of sources is currently: Website, , Trade Publication, and Other. Sales staff should have the flexibility to add to this list when they process and order. In this exercise, you will create a user-defined table to store the list of sources. You will then link this user-defined table to a user-defined field in the master data and in sales orders, so that end users can add new rows to the table to record additional sources Create a user-defined table Choose Tools Customization Tools User-Defined Tables Setup. Create a table with the name Source Enter data in the user-defined table Choose Tools User-Defined Windows and select the table. Note: this menu option is not active until after you add the user-defined table. Enter data for the table: Code Name 1 Website 2 3 Trade 4 Publication Note: You need to choose Update to enter each row in the table Link the table to user-defined fields Choose Tools Customization Tools User-Defined Fields Management. Open Master Data Business Partner Business Partner and add a userdefined field called Source in the header area of the business partner master data. Leave the as and the as Regular. Do not set any valid values for this field. Choose Set Linked Table and select the Source table. Open the Marketing Documents category and add a user-defined field called Source to the area. Leave the as and the as Regular. Choose Set Linked Table and select the Source table Access the user-defined table Open a master data record. Open the side panel to view user-defined fields. Select the Source field.
4 You can select a value from the entries in the dropdown list or you can choose Define New to add a new row to the table. Open a sales order. You can see the same user-defined table in the Source field. 1-5 Add a user-defined table with additional columns In this exercise, you will create a table to manage the company s fleet of delivery trucks Create a new user-defined table Tools Customization Tools User-Defined Tables Setup. Create a table with the name Trucks Enter data in the user-defined table Choose Tools User-Defined Windows and select the table. Enter data for the first two columns of the table. The Code field ensures a unique key. Code Name (Registration No.) Add additional columns to the user-defined table Add each column as a user-defined field. Choose Tools Customization Tools User-Defined Fields Management. Scroll to the bottom of the window and expand the User Tables category. Select the row for the Trucks table and choose Add. Field Value Numeric Field Value Regular
5 1-5-4 Enter data in the additional columns Choose Tools User-Defined Windows and select the Trucks table. Adjust the width of the columns to make the new columns visible in the window. Enter data into the new columns. For example: 500 Mercedes 750 Ford 350 Nissan Note: To make the Trucks table visible in a document such as a delivery, add a user-defined field to the Marketing Documents object, and link the Trucks table to this field. You can also use the table in reports and queries.
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