Using SAP B1 Usability Package Add-on for Data Copy in Default Forms

Using SAP B1 Usability Package Add-on: Data Copy Default Forms

The SAP Business One (B1) Usability Package is a powerful tool that enhances the user experience and provides advanced functionalities for SAP B1 users. Among its many features, the Usability Package offers a Data Copy Add-on that allows users to easily copy data from default forms such as the Item Code, Quantity, Project, Warehouse, and Inventory Transfer Request table.

Prerequisites

Before using the Data Copy Add-on, make sure you have the following:

• SAP Business One version 9.0 or higher
• SAP B1 Usability Package version 1.5 or higher

Getting Started

To use the Data Copy Add-on for copying data from default forms, follow these steps:

1. Go to the form you want to copy data from.
2. Click on the Data Copy icon, which is located on the Usability Package toolbar.
3. The Data Copy window will appear, displaying the available fields to be copied.
4. Select the desired fields by checking the corresponding checkboxes.
5. Choose the destination form from the available options.
6. Click on the Copy Data button to copy the data.

Code Sample for Transferring Data to the Inventory Transfer Request Table

Here's an example of how to transfer data from the Item Code and Quantity fields to the Inventory Transfer Request table:

Dim uoForms As Object
Dim frm As SAPbobsCOM.Form
Dim dt As SAPbobsCOM.DataSet
Dim r As SAPbobsCOM.Recordset2

uoForms = SBO_Application.Forms

'Get the form you want to copy data from (e.g. the Item Master Data form)
frm = uoForms.GetForm("Item Master Data", SBO_Application.Company.GetCompanyData("CompanyDB"))

'Get the dataset in the form
dt = frm.DataTable

'Get the recordset in the dataset
r = dt.Recordset

'Move to the first record in the recordset
r.MoveFirst

'Loop through all the records in the recordset
Do While Not r.EOF
'Get the Item Code and Quantity values from the current record
Dim itemCode As String
itemCode = r.Fields.Item("Item Code").Value

Dim quantity As Decimal
quantity = r.Fields.Item("Quantity").Value

'Code for processing the item code and quantity here (e.g. transferring the data to another table)

'Move to the next record in the recordset
r.MoveNext
Loop

'Release objects
r = Nothing
dt = Nothing
frm = Nothing
uoForms = Nothing

Advantages and Use Cases

The Data Copy Add-on in the SAP B1 Usability Package offers several advantages, including:

• Time-saving: Copies data quickly and easily, reducing manual data entry
• Accuracy: Minimizes errors and inconsistencies in data entry
• Flexibility: Allows users to copy data from one form to another and select which fields to copy

Use cases for the Data Copy Add-on may include:

• Transferring data from a sales order form to a purchase order form
• Copying data from the Item Master Data form to the Inventory Transfer Request table
• Transferring customer data from the customer master data form to the sales order form

The Data Copy Add-on in the SAP B1 Usability Package is a powerful tool for copying data from default forms, such as the Item Code, Quantity, Project, Warehouse, and Inventory Transfer Request table. By reducing manual data entry, the add-on increases efficiency and accuracy in data entry, and offers a flexible and time-saving solution for transferring data between forms.

References

• SAP Help Portal: