SAP Business One 9 - Quick Copy Categories and Copy Methods

[KennedyT21]

Object Name	Table Name	Business Key	Dependent On	Menu Path	Supported Copy Methods	Copy Between Different Localizations	Comments
Query Category	OQCN	Category Name		Tools → Queries → Query Manager → Manage Categories	All Methods	Yes
Query	OUQR	Category Name + Query Name	OQCN	Tools → Queries → Query Manager or Tools → Queries → Query Generator	All Methods	Yes
User Defined Field	CUFD	TableID + FieldID	UDT	Tools → Customization Tools → User-Defined Fields Management	All Methods	Yes
User Defined Table	OUTB	TableName		Tools → Customization Tools → User-Defined Tables Setup	All Methods	Yes
User Defined Object	OUDO	Code	UDT, UDF	Tools → Customization Tools → Objects Registration Wizard	All Methods	Yes	The contents of the UDO are not copied.
FMS/UDV	CSHS	FormID + ItemID	OUQR	Select field and press Alt + Shift + F2	All Methods	Yes
Language	OLNG	Short Name		Administration → Setup → General → Languages	Add New Records and Update Existing Records	No	System language is not deleted.
					Add New Records Without Updating Existing Records
					Update Existing Records Without Adding New Records
Document Type	RTYP	Name		Access via DI API	All Methods	No
Report & Layout	RDOC	DocType + DocName	RTYP, OLNG	Administration → Setup → General → Report and Layout Manager	All Methods	Yes
Projects	OPRJ	Project Code		Administration → Setup → Financials → Projects	All Methods	No
Transaction Codes	OTRC	Code		Administration → Setup → Financials → Transaction Codes	All Methods	No
Account Category	OACG	Name + Source		Financials → Chart of Accounts	All Methods	No
Dimensions	ODIM	DimCode		Financials → Cost Accounting → Dimensions	All Methods	No	All methods only update existing dimensions.
Cost Center Type	OCCT	CctCode		Financials → Cost Accounting → Cost Centers → Cost Center Type	All Methods	No
Cost Center	OPRC	PrcCode	ODIM, OCCT	Financials → Cost Accounting → Cost Centers	All Methods	No	System cost centers are not deleted.
							When updating system cost centers, update process may fail if Effective Date is not defined.
Distribution Rules	OOCR	OcrCode	ODIM, OPRC	Financials → Cost Accounting → Distribution Rules	All Methods	No	When updating, sub-table OCR1 in target is replaced by source.
							System-created distribution rules for cost centers are not deleted or updated.
CFOP Codes	OCFP	Code		Administration → Setup → Financials → Tax → Nota Fiscal → CFOP Codes	All Methods	No
Tax Category	ONFT	Code		Administration → Setup → Financials → Tax → Tax Types (Tax Category column)	All Methods	No	Locked system records are not deleted.
Card Groups	OCRG	Group Name	OPLN	Administration → Setup → Business Partners → Customer Groups and  Administration → Setup →Business Partner → Vendor Groups	Add New Records and Update Existing Records	No	Cannot delete last business partner groups.
					Add New Records Without Updating Existing Records
					Update Existing Records Without Adding New Records
Shipping Types	OSHP	Name		Administration → Setup → Inventory → Shipping Types	All Methods	No
Indicator	OIDC	Code		Business Partners → Business Partner Master Data → General tab	Add New Records and Update Existing Records	No
BP Industry Name	OOND	Industry name		Business Partners → Business Partner Master Data → General tab	All Methods	No
Sales Employees/Buyers	OSLP	Sales Employee Name	OCOG, OHEM	Administration → Setup → General → Sales Employees/Buyers	All Methods	No	Default sales employees are not deleted or updated.
							Employee related data is not copied with OSLP, but is copied together with OHEM.
Agent	OAGP	Agent Code + Name		Business Partners → Business Partner Master Data → General tab	All Methods	No
Business Partner Properties	OCQG	Proterty GroupCode		Administration → Setup → Business Partners → Business Partner Properties	Add New Records and Update Existing Records	No	Cannot delete system properties.
					Add New Records Without Updating Existing Records
Business Partners	OCRD	CardCode	OCRD, OCRG, OPLN, OCOG, OSLP, OCRN, OACT, OCST, OBPP, OCRC, ODDG, OSTC, OIDC, OSHP, OCTG, OTNN, OPYM, ODUN, OCRY, OPYB, OPRJ, OAGP, OWHT, OHLD, ODUT, OHEM, OTER, OLNG, ODSC, OCDP, OBCA, OVTP, OOND, OCPN, OTWS, OCNA	Business Partners → Business Partner Master Data	All Methods	No
Contact Person	OCPR	CardCode + Contact Person Name	OCRD, OCRY	Business Partners → Business Partner Master Data	All Methods	No
BP Ship to Address and Bill to Address	CRD1	CardCode + Address Name + Address Type	OCST, OCRY	Business Partners → Business Partner Master Data	All Methods	No
Serial Numbers	NNM1	N/A	N/A	N/A	N/A	No
Territories	OTER	Name	OTER	Administration → Setup → General → Territories	All Methods	No
Countries	OCRY	Code	OADF	Administration → Setup → Business Partners → Countries	All Methods (In BR, do not support Delete All Records Then Add New Records)	No	Country of current localization is not deleted.
							In BR localization, Country is used by State.
States	OCST	Country Code + State Name	OCRY	Business Partners → Business Partner Master Data	All Methods (In BR, do not support Delete All Records Then Add New Records)	No	In BR localization, State is used by County.
Address Format	OADF	Name		Administration → Setup → Business Partners → Address Format	All Methods (In BR, do not support Delete All Records Then Add New Records)	No	Default address format for country of current localization is not deleted.
Define Summary VAT Report Type	OSVT	Name		Administration → Setup → Financials → Tax → Tax Groups	All Methods	No
Service Supply	OSSP	Code		Administration → Setup → Financials →Tax → Tax Groups	All Methods	No
Tax Report Type	OKRT	TaxRepType	OSVT	Administration → Setup → Financials → Tax → Tax Groups	Add New Records and Update Existing Records	No
					Add New Records Without Updating Existing Records
					Update Existing Records Without Adding New Records
Goods Shipment	OGSP	Code		Administration → Setup → Financials → Tax → Tax Groups	All Methods	No
Triangular Deal	OIND	Code		Administration → Setup → Financials → Tax → Tax Groups	All Methods	No
Tax Group	OVTG	Code	OACT, OIND, OGSP, OSSP, OVTG (in BE, PT), OKRT (in KR)	Administration → Setup → Financials → Tax → Tax Groups	Add New Records and Update Existing Records	No	To copy IsiGIC field, you must enable extended tax reporting in the target.
					Add New Records Without Updating Existing Records
					Update Existing Records Without Adding New Records
Place of Business	OBPL	Name		Administration → Setup → Financials	All Methods	No
Multiple Branch	OBPL	Name	OCRD, OWHS, OCNA, OBNI, OBSI, OCST, OCNT, OCRY	Administration → Setup → Financials	Add New Records and Update Existing Records	No	In BR localization, target must have multiple branches enabled (this setting is not copied).
					Add New Records Without Updating Existing Records		When copying BPs, if BP is assigned to a branch, which is not assigned to the user performing the copy process, the copy process will fail. To solve this issue, either copy the relevent user together with the branch, or first manually assign the user to the branch in the target.
					Update Existing Records Without Adding New Records
CNAE Code	OCNA	CNAECode		Administration → Setup → Financials → Branches	All Methods	No
Tax Parameter	OTPS	Code	OTPA, OTPR	Administration → Setup → Financials → Tax → Tax Engine Configuration → Tax Parameter	All Methods	No
Tax Parameter Attributes	OTPA	Code		Administration → Setup → Financials → Tax → Tax Engine Configuration → Tax Parameter (Attributes Grid)	All Methods	No	Locked system records are not deleted.
Tax Return Values	OTPR	Code		Administration → Setup → Financials → Tax → Tax Engine Configuration → Tax Parameter (Return Values Grid)	All Methods	No	Locked system records are not deleted.
Sales Tax Code/Tax Code	OSTC	Code	OSTA, OTFC (in BR, IN), OFML (in BR, IN), OCFP (in BR), OTSC (in BR)	Administration → Setup → Financials → Tax → Tax Code	All Methods	No	When updating, sub-table STC1 in target is replaced by source.
Sales Tax Authorities	OSTA	Type Name + Code	OACT, OSTT	Administration → Setup → Financials → Tax → Tax Code (Click link button of Code column in Grid)	All Methods	No	When updating, sub-table STA1 in target is replaced by source.
Tax  Type	OSTT	Name	ONFT, OTPS (in BR,IN)	Administration → Setup → Financials → Tax → Tax Types	All Methods	No
Tax Type Combination	OTFC	Code	OSTT, OFML	Administration → Setup → Financials → Tax → Tax Engine Configuration → Tax Type Combination	All Methods	No
Tax Formula	OFML	Code	OSTT	Administration → Setup → Financials → Tax → Tax Engine Configuration → Tax Formula	All Methods	No
Banks	ODSC	CountryCod + BankCode	OCRY, DSC1, OBOC	Administration → Setup → Banking → Banks	All Methods	No
House Bank Account	DSC1	Country + BankCode + Account	OCRY, OCST, OACT, ODSC, NNM1	Administration → Setup → Banking → House Bank Account	All Methods	No
CST Codes	OTSC	Tax Category + CST Code Incoming	ONFT	Administration → Setup → Financials → Tax → Nota Fiscal → CST Codes for Nota Fiscal	All Methods	No
Material Group	OMGP	Material Group		Administration → Setup → Financials → Tax → Item Classification → Material Groups	All Methods	No
NCM Code	ONCM	NcmCode		Administration → Setup → Financials → Tax → Item Classification → NCM Code	All Methods	No
Service Group	OSGP	Service Group		Administration → Setup → Financials → Tax → Item Classification →Service Group	All Methods	No
DNF Code	ODNF	NCM Code + DNFCode	ONCM	Item Master Data, click "DNF Code"	All Methods	No
User	OUSR	User Name (User_Code)	OUPT, OUDP, OUBR, OBPL (in BR multi-branch)	Administration → Setup → General → Users	All Methods	No	User settings for Tools → My Menu are replaced.
							Cannot delete current user and system users (manager, B1i, Workflow).
							Cannot copy authorizations for reports and dashboards.
							Cockpit setting are not copied.
							User shortcuts are copied.