In this example we will show how to create a customized Sales Order with a new tab and UDFs

and assign it to the relevant users:

From SAP Business One Main Menu choose: Administration > Utilities > UI Configuration Template.

Create a new template called Sales, add to the “Forms” tab Sales Order and click on the “Edit Form UI”

Ui_Edit.PNG

The Sales Order form will be open in an edit mode , add a new tab called “MyTab” using the right click menu and add a UDF called “MyUdf” to this tab

by dragging the udf from the right window to the new tab.

Save the form by using the right click and close it.

Ui_Edit_2.PNG

Click on the “Assigned Users” tab and choose the relevant users, then click update

Ui_Edit_3.PNG

Go to the Sales Order document and review the changes:

Ui_Edit_4.PNG

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