• Item Placement - Allows the user to add objects (labels, text fields, buttons) or tabs to forms without the use of programming knowledge.
• Process Rules - allows the user to add field and event based validations and procedure executions to forms without the use of programming knowledge.
• Tab Order - allows the user to establish, edit, and remove custom designated tab orders for forms that will override the normal order of moving between fields on a form.
• Mandatory Fields - allows the user to establish, edit, and remove custom designated mandatory fields for forms that will operate in addition to the normal required fields on a form.

Information for forms that have been customized using APP will be saved into the database as XML. These XML files are used at the time that the form is loaded in SAP® Business One.

• Click the Report Definition menu option under the Administration Setup APP Configuration menu groups to load the APP Server Configuration screen.

• Click the Generate XML button to initiate the process of saving APP form modifications information to the database as XML.

• If there are any issues saving the XML into the database for any forms with customizations, the user will receive the following form listing the problem Form Type and Form Title.

• The user should fill in the Menu UID for each form and then click the Generate XML button.
• When the process is complete the user will receive a message on the SAP® B1 satus bar that the process was successful.

Item Placement functionality allows the user to add objects (labels, text fields, buttons, and tabs) to enhance any SAP® Business One forms or UI-based add-on application screens or edit the properties of existing SAP objects without the use of programming knowledge.

During the Item Placement process, it is necessary to designate a reference control on the form that will serve as an anchor point for the placement of the new item. This section will describe the process of automatically referencing an item during this process.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Determine the item that you want to use as the reference control item (Currency field for this example).
• Select the New Item option from the APP Customizer menu group option from the right-click menu on the form. Select the option for the type of item to be added to the form.

• The Item Placement Options screen will load with the information for the reference control item entered into the Reference Control ID field.

During the Item Placement process, it is necessary to designate a reference control on the form that will serve as an anchor point for the placement of the new item. This section will describe the process of manually referencing an item during this process.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the New Item option from the APP Customizer menu group option from the right-click menu on the form. Select the option for the type of item to be added to the form.

• Click the … button next to the Reference Control ID field.

• Select the item on the form that you want to use as the Reference Control item. The unique ID value for the selected item will be placed in the Reference Control ID field of the placement form.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Determine the item that you want to use as the reference control item (Opportunities field for this example).
• Select the New Item option from the APP Customizer menu group option from the right-click menu on the form. Select the option for the type of item to be added to the form.

• The unique ID value for the selected reference control item will be placed in the Reference Control ID field of the placement form. Select the location (in regards to the reference control item) where you want the item to be placed. Available options are…
  • Left
  • Right
  • Above
  • Below
• Click the OK button.

• The Item Properties/Events screen for the newly positioned item will load.

• Edit any properties that need to be altered.
• Click the Save or Save & Close button.
• The new item will be displayed on the form.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Tab option from the APP Customizer New Item menu group option from the right-click menu on the form.

• The Item Properties/Events screen for the new tab item will load.

• Edit any properties that need to be altered.
• Click the Save or Save & Close button.
• The new tab will be displayed on the form.

• Once the tab has been added to the form, other objects can be added. Please refer to the How To Place a New Item on Form section of the user guide.
• Here is an example of some labels, text boxes, and a button added to a custom tab.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Determine the item that you want to use as the reference control item (El. Doc. Export Format field for this example).
• Select the user defined field option to be added to the form (rbLblUse in example) from the APP Customizer -UDF menu group option from the right-click menu on the form.

• Select the location (in regards to the Reference Control item) where you want the user defined field to be placed. Available options are…
  • Left
  • Right
  • Above
  • Below
• Click the OK button.

• The field to represent the selected user-defined field will now be placed on the form at the location that was selected.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form.

• The Item Properties/Events screen will load with the information for the item that is to be edited.
• Edit any information to be changed about the item.

• Click the Save or Save & Close button.
• Changes to the item will be reflected on the form.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Item Placement Configurator option from the APP Customizer menu group option from the right-click menu on the form.

• Determine the item that you want to edit the properties for. Click the **Edit** button on the line for that item on the **Item** **Configurator** screen.

• The Item Properties/Events screen will load with the information for the item that is to be edited.
• Edit any information to be changed about the item.

• Click the Save or Save & Close button.
• Changes to the item will be reflected on the form.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form.

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• The Item Properties/Events screen will load with the information for the user-defined field or label that is to be edited.

• Edit any information to be changed about the item.

• Click the Save or Save & Close button.
• Changes to the item will be reflected on the form.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form.

• The Item Properties/Events screen will load with the information for the item that is to be made not visible.

• Change the visible property of the item by unchecking the Visible checkbox.
• Click the Save or Save & Close button.
• The item edited will be removed from the form.

• To restore the visibility of the item, select the Item Placement Configurator option from the APP Customizer menu group option from the right-click menu on the form.

• Click the Remove button on the line for the item on the Item Placement Configurator screen.

• Click the Close button.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form.

• The Item Properties/Events screen will load with the information for the item that is to have its pane display value changed.

• Change the pane level properties of the item by setting the From Pane values.

• Click the Save or Save & Close button.
• The item edited will be removed from the original pane of the form.

• The item edited will be displayed on the new pane of the form.

• To restore the original pane of the item, select the Item Placement Configurator option from the APP Customizer menu group option from the right-click menu on the form.

• Click the Remove button on the line for the item on the Item Placement Configurator screen.

• Click the Close button.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Item Placement Configurator option from the APP Customizer menu group option from the right-click menu on the form.

• Determine the item that you want to copy to another form. Highlight the line for that item(s) on the Item Configurator screen.
• Click the Copy To button.

• The List of Forms screen will load to allow the selection of the destination form for the copied item(s).

• Click the OK button.
• Click the SAP menu option titled Sales Order under the Sales - A/R menu to load the Sales Order screen.
• The copied item(s) will be placed on the destination form.

Note -

• Click the SAP menu option titled Sales Order under the Sales - A/R menu to load the Sales Order screen.
• Select the Item Placement Configurator option from the AP Customizer menu group option from the right-click menu on the form.

• Determine the item that you want to remove from the form. Click the Remove button on the line for that item on the Item Configurator screen.

• Click the Close button.

Process Rules functionality allows the user to add field validations and procedure executions to enhance any SAP® Business One forms or UI-based add-on application screens without the use of programming knowledge.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Determine the item that you want to establish process rules for (Create Order button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Click the Define button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Enter an Event Description value for the event.
• Select the validation level option (No Validation option selected for this example).
• Click the Define New option from the Procedure drop down. This will launch the Procedure Handler screen.

• Click the Record button.
• Perform the steps in SAP® Business One that you want to be recorded into the macro.

• To copy the value from a field, select the Copy Item option from the APP Customizer menu group option from the right-click menu on the form.

• To paste a copied value into a field, select the Paste Item option from the APP Customizer menu group option from the right-click menu on the form.

• Click the Stop button.

• To view or manually edit the recorded macro, click the Load Macro Editor button. This will launch the Macro Editor screen.

• The Macro Editor screen will display each step in the macro.

• Click the OK button on the Procedure Handler screen.

• Click the Save & Close button on the Process Rules Event Handler screen.

• Click the Save & Close button on the Item Properties/Events screen.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Determine the item that you want to establish process rules for (Create Order button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Click the Define button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the Edit button beneath the procedure drop down. This will launch the Procedure Handler screen.

• To view or manually edit the recorded macro, click the Load Macro Editor button. This will launch the Macro Editor screen.

• The Macro Editor screen will display each step in the macro.

• To add or remove a row from the Macro Editor, highlight the row and use one of the following right-click menu options…
  • Add Row - This will add a row to the end of the macro.
  • Insert Row - This will insert a row to the macro before the selected row of the macro.
  • Delete Row - This will remove the selected row from the macro.
  • Disable - This will deactivate this row from the macro.

• Edit the information for the row.

• Click the Save & Close button on th Macro Editor screen.

• Click the OK button on the Procedure Handler screen.

• Click the Save & Close button on the Process Rules Event Handler screen.]]

• Click the Save & Close button on the Item Properties/Events screen.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Item Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event option that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Enter the Event Description value to identify the Event.
• Click the Define New option in the Execute Procedure drop down.
• This will launch the Procedure Handler screen.

• Enter a value in the Procedure Name field to identify the procedure.
• Click the Load Macro Editor button on the Procedure Handler screen.
• This will launch the Macro Editor screen.

• Select the option from the Action Types drop down column. For this example I'll select the Messagebox option.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the Messagebox macro action type that you want to execute. Clicking in the Value column will load the Macro Editor Values Entry screen.

• Complete the information for the Message Box arguments.
• Click the OK button on the Macro Editor Values Entry screen.

• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Complete the appropriate Event properties (Inner Event, Before Action, etc.)

• Click the Save & Close button on the Process Rules Event Handler screen.

• Choose the second instance of the same Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Enter the Event Description value to identify the Event.
• Click the Define New option in the Execute Procedure drop down . This will launch the Procedure Handler screen.

• Enter a value in the Procedure Name field to identify the procedure.
• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the option from the Action Types drop down column. For this example I'll select the Messagebox option.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the Messagebox macro action type that you want to execute. Clicking in the Value column will load the Macro Editor Values Entry screen.

• Complete the information for the Message Box arguments.
• Click the OK button on the Macro Editor Values Entry screen.

• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Complete the appropriate Event properties (Inner Event, Before Action, etc.)
• Click the Save & Close button on the Process Rules Event Handler screen.

• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The first message box will appear.
• Click the Okay button on the first message box window.

• Click the Okay button on the second message box window.

• On the SAP Main Menu, Click the recommended area (see image below) while holding the Ctrl and Shift keys down.

• The Form Properties/Events screen will load and will identify the form and caption for the Main Menu area.

• Click the Events tab.

• Select the Addon Loaded Event from the drop down.

• Click the Define button. This will launch the Process Rules Event Handler screen.

• Select the validations and procedures to be executed when the APP application is loaded.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the SAP menu option titled Add-On Manager under the Administration Add-Ons menus to load the Add-On Manager screen.
• Highlight the APP application. Click the Stop button.

• Once the application has stopped, highlight the APP application. Click the Start button.

• Once the application has successfully been loaded, the designated procedures for the Addon Loaded Event will be executed according to the validation set up.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the AddRow option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the AddRow Macro Action Type that you want to execute.
• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.

• Click the Fire Macro button on the Item Master Data screen.

• The specified macro action is executed.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the CallAPPProcedure option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the CallAPPProcedure Macro Action Type that you want to execute.
• Complete any other information and/or Action Types required to complete your Macro.

• Below indicates the steps from Procedure #7 for the purpose of displaying expected results on execution.

• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.

• Click the Fire Macro button on the Item Master Data screen.

• The specified macro action is executed.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the ComboSelect option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the ComboSelect Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.

• Click the Fire Macro button on the Item Master Data screen.

• The specified macro action is executed.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the ConditionExecution option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the ConditionExecution Macro Action Type that you want to execute.
• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The value of the Item Group field is evaluated and the appropriate message box according to the Macro is displayed to the user.

• Navigate to another Item with an Item Group value different from the last Item.
• Click the Fire Macro button on the Item Master Data screen.

• The value of the Item Group field is again evaluated and the appropriate message box according to the Macro is displayed to the user.

• Click the SAP menu option titled Sales Order under the Sales - A/R menu to load the Sales Order screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the DeleteRow option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the DeleteRow Macro Action Type that you want to execute.
• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to False.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.

• Create a Sales Order with multiple detail lines.

• Click the Fire Macro button on the Sales Order screen.

• The designated Line is removed from the Sales Order.

• Click the Fire Macro button on the Sales Order screen again.

• The designated Line is again removed from the Sales Order.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the DisableItem option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the DisableItem Macro Action Type that you want to execute.
• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.

• Click the Fire Macro button on the Item Master Data screen.

• The specified field is disabled.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the DoubleClick option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the DoubleClick Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The specified macro action is executed.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the EnableItem option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the EnableItem Macro Action Type that you want to execute.
• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.

• Click the Fire Macro button on the Item Master Data screen.

• The specified macro action is executed.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the While option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the While Macro Action Type that you want to execute.

• Select the End While option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the End While Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to False.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the ExecuteSQL option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Click in the Value column of the Macro Editor screen for the ExecuteSQL Action Type. This will load the Macro Editor Values Entry screen.

• Enter the SQL statement to be executed in the Macro Editor Values Entry screen.
• Click the OK button to return to the Macro Editor screen.
• Complete the information needed for the ExecuteSQL Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to False.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen to execute your SQL statement.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

the **Procedure Handler** screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the FormClose option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the FormClose Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The specified macro action is executed.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the GetFieldValue option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the GetFieldValue Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The specified message, with variable substitutions, appears on the SAP status bar.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the GetFieldValue option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the GetFieldValue Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The specified macro action is executed.

Note - This example is for the Item Master Data screen.

Click the SAP menu option titled Item Master Data under

the Inventory menu to load the Inventory Master Data screen.

Determine the item that you want to establish process rules for (Fire

Macro button for this example).

Note - The right-click menu should be launched while the mouse is on top of the item.

Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the **Item** **Properties/Events** screen.

Select the Events tab.

Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the **Process Rules Event** **Handler** screen.

Click the … button next to the procedure to be executed. This will launch

the **Procedure Handler** screen.

Click the Load Macro Editor button on the **Procedure Handler** screen.

This will launch the **Macro Editor** screen.

Select the GetSQLValue option from the Action Types drop down column.

The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray). Complete the information needed for the GetSQLValue Macro Action Type that you want to execute.

Note - The complete SQL query used for this example is SELECT

I.ItemCode + '-' + CONVERT(nvarchar,I.ItmsGrpCod) + ': ' + I.ItemName AS [Frgn] FROM OITM I (NOLOCK) WHERE ItemCode = $[$5.0.0].

Complete any other information and/or Action Types required to complete your Macro.

Click the Save & Close button.

Click the OK button on the **Procedure Handler** screen.

Set the Before Action value to True.

Click the **Save & Close** button on the **Process Rules Event** **Handler** screen.

Click the Save & Close button on the **Item Properties/Events** screen.

Click the Fire Macro button on the Item Master Data screen.

The specified macro actions are executed.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the HideItem option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the HideItem Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.

• Click the Fire Macro button on the Item Master Data screen.

• The specified macro action is executed.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the ItemClick option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the ItemClick Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The specified macro action is executed.

• Click the SAP menu option titled Sales Order under the Sales - A/R menu to load the Sales Order screen.
• Determine the item that you want to establish process rules for (Calculate Shipping Costs button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

Select the Events tab.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Enter the Event Description value.
• Select the validation type and procedure to be executed.
• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

image580.jpeg_772x491_wrap_center_round_info_90_the_color

• Select an existing Line Event and click the Load button or click the Define New button to create a new Line Event.
• Designate the Name for the Line Event.
• Enter the unique ID for the form on which the Line Event will operate in the Form Type field.
• Enter the unique ID for the item on which the Line Event will operate in the Item UID field.

• Select the validation to be used. For this example, I'll select the Query Validation option.
• Click in the SQL field.

• Enter the SQL Query to be used in the evaluation for validation.

• Click the OK button.
• Enter the valid return values in the Value column.
• If the value returned should execute a procedure, select the procedure from the Procedure for All column.

• If the procedure needs to be modified, click the Edit button. This will launch the Procedure Handler screen.
• To remove a valid return value from the screen, click the Remove button.
• If the procedure to be executed returns a value to take action with, select the Operation option for the operation to be done with the value.
• Enter the logic to be evaluated with the Operation in the Column field.

• Select the Break Loop checkbox if the valid return value should cause the Line Events to terminate.
• Repeat the process until all valid return value entries have been completed.

• In the Final Result Validation section, enter the valid final result return values in the Value column.
• If the final result value returned should execute a procedure, select the procedure from the Procedure column.

• If the procedure needs to be modified, click the Edit button. This will launch the Procedure Handler screen.
• To remove a valid final result value from the screen, click the Remove button
• Click the Save & Close button on the Macro Editor Line Events Values Entry screen.
• Complete the information needed for the LineEvents Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to False.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.

• Create a Sales Order with multiple item lines.

• Click the Calculate Shipping Costs button on the Sales Order screen.

• The initiating message box from the Macro is displayed to the user.

• The LineEvents Action Type from the Macro is processed, with a new “Shipping” line being added to the Sales Order calculating a $53.75 shipping cost.

• The terminating message box from the Macro is displayed to the user.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the LoadB1Query option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the LoadB1Query Macro Action Type that you want to execute.
• The value for the B1 Query is determined by the following criteria…
  • The first part of the B1 Query value is the form number associated with the SAP query window. This value can be determined by the associated number displayed in the system information.
  • The second part of the B1 Query value is the menu name (APP) associated with the SAP query.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The SAP form to display the query is opened.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the LoadUserTable option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the LoadUserTable Macro Action Type that you want to execute.
• The value for the user defined table is determined by the following criteria…
• The value of the user defined table is the code associated with the user defined table.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The SAP user defined table is opened.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the MacroCommand option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the MacroCommand Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to False.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The Line 3 message box appears for the user.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the MenuClick option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the MenuClick Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The specified menu click is executed.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the MessageBox option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the MessageBox Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The specified message box text appears.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the OpenExternalProgram option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the OpenExternalProgram Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The specified application executable from the macro is opened.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define button on the Double Click event. This will launch the Process Rules Event Handler screen.

• Either select the Define New option from the procedure drop down or select the existing procedure from the drop down and click the … button next to the drop down. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the OpenExternalProgram option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the OpenExternalProgram Macro Action Type that you want to execute.
• Click the Value field to open the window to edit the value passed.

• Click the OK button on the Value editing screen.
• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button on the Macro Editor screen.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to False.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Double click the Web Site field on the Business Partner Master Data screen.

• The specified website will be launched in a new Internet Explorer browser window.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Either select the Define New option from the procedure drop down or select the existing procedure from the drop down and click the … button next to the drop down. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the OpenExternalProgram option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the OpenExternalProgram Macro Action Type that you want to execute.
• Click the Value field to open the window to edit the value passed.

• Click the OK button on the Value editing screen.
• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button on the Macro Editor screen.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to False.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Double click the Web Site field on the Business Partner Master Data screen.

• The specified phone number will be launched in a new Skype call.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the RightClick option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the RightClick Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The specified macro action is executed.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the SendKeys option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the SendKeys Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The forms settings for the Item Master Data form are opened.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the SetBackColor option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the SetBackColor Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button on the Macro Editor screen.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The specified macro action is executed.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the SetFieldValue option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the SetFieldValue Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button on the Macro Editor screen.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The specified macro action is executed.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the SetForeColor option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the SetForeColor Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button on the Macro Editor screen.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The specified macro action is executed.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the SetFormTitle option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the SetFormTitle Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button on the Macro Editor screen.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to False.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The form title is changed to the value from the Macro.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the SetStatusBar option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Click in the Value column of the Macro Editor screen for the SetStatusBar Action Type. This will load the Macro Editor Values Entry screen.

• Complete the information needed for the AddRow Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button on the Macro Editor screen.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• The specified message, with variable substitutions, appears on the status bar.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the ShowItem option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the ShowItem Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button on the Macro Editor screen.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to True.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.

• Click the Fire Macro button on the Item Master Data screen.

• The specified field is shown.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Determine the item that you want to establish process rules for (Fire Macro button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Click the … button next to the procedure to be executed. This will launch the Procedure Handler screen.

• Click the Load Macro Editor button on the Procedure Handler screen. This will launch the Macro Editor screen.

• Select the While option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the While Macro Action Type that you want to execute.

• Select the End While option from the Action Types drop down column.
• The APP application will clear any existing parameter values. Any parameter value columns that are not optional (identified in yellow) or required (identified in red) will be deactivated (identified in gray).
• Complete the information needed for the End While Macro Action Type that you want to execute.

• Complete any other information and/or Action Types required to complete your Macro.
• Click the Save & Close button.
• Click the OK button on the Procedure Handler screen.

• Set the Before Action value to False.
• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.
• Click the Fire Macro button on the Item Master Data screen.

• Click the SAP menu option titled Sales Order under the Sales - A/R menu to load the Sales Order screen.
• Determine the item that you want to establish process rules for (OK/Add/Update button for this example).

• Select the Control Properties option from the APP Customizer menu group option from the right-click menu on the form to load the Item Properties/Events screen.

• Select the Events tab.
• Choose the Event that you want to record the process rules macro for.
• Click the Define or Edit button on the Event that you want to record the process rules macro for. This will launch the Process Rules Event Handler screen.

• Enter a Description for the event.
• Select the validation level option (Simple Validation option selected for this example).
• Click the Source Field box and a separate form will load in which the user can enter the Item UID for the field on the form that will be used as the source field for the validation.

• Select the mathematical Operation to be used in the validation.
• Enter the Source Value to be used in the evaluation of the mathematical Operation for the Source Field.
• Click the Define New option from the Procedure drop down. This will launch the Procedure Handler screen.

• Enter a Name for the procedure.
• Select the Alert Type to be given to the user (Status Bar option selected for this example).
• Select the Severity of the status bar message (Error option selected for this example).
• Select the Duration for the status bar message (Medium option selected for this example).
• Enter the Message text for the status bar message.
• Click the OK button on the |Procedure Handler screen.
• The new procedure will be automatically selected as the procedure to be executed for the validation.

• Click the Save & Close button on the Process Rules Event Handler screen.
• Click the Save & Close button on the Item Properties/Events screen.

Tab Order configuration functionality allows the user to establish, edit, and remove custom designated tab orders for forms that will override the normal order of moving between fields on a form.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Set Tab Sequence option from the APP Customizer Tab Order menu group option from the right-click menu on the form.

• The user will be prompted with the following message.

• Select the fields on the form in the exact order in which you want to set the tab order.

• As you select the fields on the form, they will be marked in Red to identify that they have been chosen in the tab order selection.

• To complete the tab order selection process, select the Set Tab Sequence - Done option from the APP Customizer Tab Order menu group option from the right-click menu on the form.

• The Tab Order Settings: Configuration screen will be loaded and display the tab sequencing information that was just set. Users can Add or Remove items from the tab sequence or move items Up or Down in the sequence order using the buttons on the screen.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Tab Sequence Configurator option from the APP Customizer Tab Order menu group option from the right-click menu on the form.

• The Tab Order Configuration Summary screen for the Business Partner Master Data screen will load and display any tab sequences for the form.

• Click the Edit button at the end of the line for the tab sequence you want to edit.

• Make any needed changes to the tab sequence and click the OK button.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Tab Sequence Configurator option from the APP Customizer Tab Order menu group option from the right-click menu on the form.

• The Tab Order Configuration Summary screen for the Business Partner Master Data screen will load and display any tab sequences for the form.

• Click the Edit button at the end of the line for the tab sequence you want to edit.

• Check/uncheck the Active checkbox as needed.
• Click the OK button.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Tab Sequence Configurator option from the APP Customizer Tab Order menu group option from the right-click menu on the form.

• The Tab Order Configuration Summary screen for the Business Partner Master Data screen will load and display any tab sequences for the screen.

• Click the Edit button at the end of the line for the tab sequence you want to exclude items from to launch the Tab Order Configuration Detail screen.

• Click the button to launch the Customizer User List screen.

• Select the users, branches, and/or departments that you want to exclude from the Tab Order Sequence.
• Click the Select button to return to the Tab Order Configuration Detail screen.

• Select the Exclude Selected Items checkbox.
• Click the OK button.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Tab Sequence Configurator option from the APP Customizer Tab Order menu group option from the right-click menu on the form.

• The Tab Order Configuration Summary screen for the Business Partner Master Data screen will load and display any tab sequences for the form.

• Highlight the tab sequence that you want to copy and click the Copy To button.

• Select the SAP Business One® screen that the tab sequence will be copied to and click the OK button.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Reset to Default Tab Sequence option from the APP Customizer Tab Order menu group option from the right-click menu on the form.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Tab Sequence Configurator option from the APP Customizer Tab Order menu group option from the right-click menu on the form.

• The Tab Order Configuration Summary screen for the Business Partner Master Data screen will load and display any tab sequences for the form.

• Click the Remove button at the end of the line for the tab sequence you want to remove.

Mandatory Fields functionality allows the user to establish, edit, and remove custom designated mandatory fields for forms that will operate in addition to the normal required fields on a form.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Set Mandatory Fields option from the APP Customizer Mandatory Fields menu group option from the right-click menu on the form.

• The user will be prompted with the following message.

• Select the fields on the form which you want to set as mandatory fields.

• As fields are selected on the form, they will be marked in Red to identify that they have been chosen as mandatory fields.

• Complete the mandatory fields selection process by selecting the Set Mandatory Fields - Done option from the the APP Customizer Mandatory Fields menu group option from the right-click menu on the form.

• The Mandatory Fields: Configuration screen will be loaded and display the mandatory fields information that was just set. Users can Add or Remove items from the required fields list using the buttons on the configuration screen.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Mandatory Settings Configurator option from the APP Customizer Mandatory Fields menu group option from the right-click menu on the form.

• The Mandatory Fields Configuration Summary screen for the Business Partner Master Data screen will load and display any mandatory fields configurations for the form.

• Click the Edit button at the end of the line for the mandatory fields you want to edit.
• The Mandatory Fields: Configuration screen will load for the mandatory fields you chose to edit.

• Make any needed changes to the mandatory fields and click the OK button.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Mandatory Settings Configurator option from the APP Customizer Mandatory Fields menu group option from the right-click menu on the form.

• The Mandatory Fields Configuration Summary screen for the Business Partner Master Data screen will load and display any mandatory fields configurations for the form.

• Click the Edit button at the end of the line for the mandatory fields you want to edit.

• Check/uncheck the Active checkbox as needed and click the OK button.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Mandatory Settings Configurator option from the APP Customizer Mandatory Fields menu group option from the right-click menu on the form.

• The Mandatory Fields Configuration Summary screen for the Business Partner Master Data screen will load and display any mandatory fields configurations for the form.

• Click the Edit button at the end of the line for the mandatory fields you want to exclude items from to launch the Mandatory Fields Configuration Detail screen.

• Click the button to launch the Customizer User List screen.

• Select the users, branches, and/or departments that you want to exclude from the Mandatory Fields.
• Click the Select button to return to the Mandatory Fields Configuration Detail screen.

• Select the Exclude Selected Items checkbox.
• Click the OK button.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Mandatory Settings Configurator option from the APP Customizer Mandatory Fields menu group option from the right-click menu on the form.

• The Mandatory Fields Configuration Summary screen for the Business Partner Master Data screen will load and display any mandatory fields configurations for the form.

• Highlight the mandatory fields that you want to copy and click the Copy To button.

• Select the SAP Business One® screen that you want to copy the mandatory fields to and click the OK button.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Mandatory Settings Configurator option from the APP Customizer Mandatory Fields menu group option from the right-click menu on the form.

• The Mandatory Fields Configuration Summary screen for the Business Partner Master Data screen will load and display any mandatory fields configurations for the form.

• Click the Clone button at the end of the line for the mandatory fields you want to clone.
• The Mandatory Fields: Configuration screen will load for the mandatory fields you chose to clone.

• Make any needed changes to the mandatory fields and click the OK button.

• The Mandatory Fields Configuration Summary screen for the Business Partner Master Data screen will load and contain the newly cloned configuration.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Reset to Mandatory Fields option from the APP Customizer Mandatory Fields menu group option from the right-click menu on the form.

• Click the SAP menu option titled Business Partner Master Data under the Business Partner menu to load the Business Partner Master Data screen.
• Select the Mandatory Settings Configurator option from the APP Customizer Mandatory Fields menu group option from the right-click menu on the form.

• The Mandatory Fields Configuration Summary screen for the Business Partner Master Data screen will load and display any mandatory fields configurations for the form.

• Click the Remove button at the end of the line for the mandatory fields you want to remove.

• Click the SAP menu option titled Sales Order under the Sales - A/R menu to load the Sales Order screen.

• Select the Delete Item Configuration option from the APP Customizer menu group option from the right-click menu.

• All APP modifications to the object will be removed. This can be confirmed by loading the Item Configurator screen.

• Click the Report Definition menu option under the Administration Setup APP Configuration menu groups.
• Load the appropriate object that you want to create the menu option for.

• Click the Menu Position Tool button to the right of the Category field.
• An object will appear on the screen instructing you to click on the menu item either before or after the location in which you want to place your new custom menu option.

• Click on the SAP menu option before or after the location where you want to place the custom menu option to use it as a position reference (for the purpose of this example, the Delivery menu option).
• The SAP Menu Setting screen will appear and will populate the Menu ID field with the value of the menu you selected as a position reference. Select either the Menu Before or Menu After option to specifically place your custom menu option.

• Click the Save button.
• The Menu Position Tool button icon on the Reports Maintenance screen is now changed to indicate that a menu option has been placed for the object.

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen.
• Right click on the form. Select the option titled Manage Control State under the APP Customizer right click menu to load the Manage Control State screen.

• For the purpose of this example, I'll deactivate the Description field in Add and OK mode. I will also deactivate and hide the Item Group field in Add and OK mode. The fields will not be affected in Find mode.

• Click the Update button to apply the customization.
• Click the OK button or Cancel button to close the form.

• Reopen the Item Master Data screen and move to the last Item.

• The Description field is now disabled and the Item Group field is now invisible.

APP Customizer includes the ability to set values for display colors for several properties of forms and items. Several commonly used colors are referenced below for easy application of the values and the methods that can be used to determine a color are explained.

• Click the … button next to the field that you want to specify a color for.

• Select a color through one of the following means…
  • Select a Basic Color or a predefined Custom Color.
  • Drag the cross hairs graphic around the rainbow color chart to determine your color.
  • Manually enter the Red, Green, Blue (RGB) or Hue, Saturation, Luminescence values for the color.

• Click the OK button.

• The color selected will be returned to the property field.

• Red (255)
• Pink (12615935)
• Orange (33023)
• Yellow (65535)
• Lt. Green (8454016)
• Green (65280)
• Lt. Blue (16777088)
• Blue (16744448)
• Purple (8388736)
• White (16777215)
• Gray (12632256)
• Brown (4210816)

APP Customizer includes the ability to export and import a number of objects, including…

• Item Properties and Events
• Charts
• Dashboards

• Click the SAP menu option titled Item Master Data under the Inventory menu to load the Inventory Master Data screen. Load the information for an Item into the screen.

• Select the Item Placement Configurator option from the APP Customizer menu group option from the right-click menu on the form to load the Item Configurator screen.

• There are two entries on the Item Configurator screen, one for the Unit Price entry field and one for the accompanying label. Select the configuration items that you want to export.

• Click the down arrowhead on the Export button at the bottom of the screen and select the appropriate option.