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When a User Defined Table (UDT) is created in SAP Business One it might be necessary to upload a batch of information into this table. This may be achieved by employing the Data Transfer Workbench (DTW).
Since any UDT is defined by the user, there are no predefined templates available. However, once the user is logged in the DTW and connected to the database, it is possible to create or recreate a template for every object exposed in the Data Interface (DI).
To do so, go to:
Advanced-> Maintain Interface or CTRL+M.
The following window will appear:
In the drop down list, all objects exposed in the DI are displayed and available to be populated using the DTW. The UDTs are displayed with the pre-fix 'U_', similar to a User Defined Field (UDF) in the SAP Business One application.
Once the object is selected, the interface will display the column headers of the UDT and the user can choose which fields should be present in the ensuing template.
To include a field, the user should right-click on the column header and select 'Add Field' or simply double-click on it. Such added fields will be displayed on the right hand side of the window.
It is also possible to delete the unnecessary column without modifying the structure of the table.
An unnecessary field may be removed from a template in a similar fashion. Right-click on the column header and select 'Delete Field', in this example the field 'U_ZipCode' has been deleted.
Note that this action will only remove this field from the ensuing template. It will not lead to a deletion of the column from the actual UDT. As long as a column is present in a UDT, it may be added again to the template.
Once all required column headers have been selected, a right click on the table name will facilitate automatic template creation:
The user will be prompted to assign an appropriate designation to the template and choose a location to where it should be saved to:
After clicking on 'Save' the application will display the following message:
The new template is now created and may be employed to import data into the UDT using the DTW.
How to Fill in the Template
In the UDT both code and name are primary and mandatory fields.
The data type of the column always depends on the setting of the UDF. They can be found in SAP Business One-> Tools-> Customisation Tools -> User Defined fields ->Management -> User Tables
The window provides the type of field which gives an idea of the type of data and length expected for each field. In case of alphanumeric field, the length is written in bracket.