- [Instructor] I've already shown you
the Properties Tab as one way to customize information
about a customer.
Properties are only yes and no values,
so they are good for report filtering
but if you want a more robust report,
they are very cumbersome to work with.
For more than true and false,
SAP Business One has user defined fields.
Often referred to as UDFs.
Their setup will be left to your IT department.
I explain how to do that in the course,
SAP Business One Reporting and Customization,
which you'll find in the LinkedIn Learning Library.
Let's focus on using them.
OEC does not have any UDIs created.
So in my demo, I created two to show you how to use them,
but they will not be in your system.
Let's first of all, get the Huli Pizza Company
up again as a business partner.
So I'm going to go back up here
to Business Partner Master Data.
And I'm going to
head to the top here where it says Code,
and I can start to search,
but just putting the first few letters in,
so C314 and press Return,
and it finds it for me.
Now I'm need a little more space,
so I'm going to to click over here
and Restore Down,
so I have a lot more space on each side.
Now you go over here to where it says View
and find where it says User Defined Fields,
which you'll notice there is a keyboard shortcut
of Ctrl+Shift+U,
but I'm going to use a menu here
and I click and you'll see over here,
we have another panel.
Okay, that panel is our User Defined Fields
I can scoot this over a little bit
and you can see them better
and there you are.
I have two here that I have set up
and on top are a bunch of controls.
The one for hiding the UDFs,
one for categories of UDFs,
and where you want your UDFs to be.
So for example, right now, it's on the right.
If I wanted to go to the left, I just click this arrow
and it now pushes it over here to the left
if that makes more sense
for your particular workflow.
Now I have two UDFs here
so these were set up by me
and first one I did was a Meal Preference.
So I can do a, click down here
and I set up a list of different foods
or different food styles
for when the sales people are bringing food on a sales call,
then they can know that certain foods are preferred
or to be careful about certain restrictions
that a certain sales customer
or lead may have ahead of time.
I'm just going to go ahead and pick a pizza
'cause I love pizza so much.
And the second one here is just an actual entry field.
In this case,
we've got an entry field for a industry code
and for food service that's
seven, two, two,
five, one, one
which I'll just add in here.
And I can go to the bottom now
and update, and that record saves.
And I now have this meal preference and industry code
inside the Huli Pizza Company record.
Now be aware there may be UDIs on your system,
add-ons such as shipping
or external CRM applications may add information
here you can look at or add to as this is a customization,
talk to your system administrator or supervisor,
or support partner about what is here and what to use.