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One of the great features of SAP Business One is that each user can have his/her own style of windows when it comes to columns in line-level structures (Example: what columns to show in an A/R Invoice). This is however difficult to maintain and is the reason for this tool. Please note that as of SBO2007A SP01, SAP is also providing similar functionality (new button in the User-management window; see SAP note 1369613 for more) but we extend their functionality in the following places:
- Option to apply form-settings to only specific windows instead of all.
- Option to Import/Export form-settings from one database to another.
- Use XML as templates for form-settings.
When opening the form-settings manager you will be presented with following window.
Using the tool consists of 3 steps:
Step 1: Select where to copy from
Step 2: Select where to copy to
Step 3: Execute selection
Once the above selections are done you can press Execute and after confirmation of your selection begin to copy the form-settings.
In this sample we export all form-settings from Doris Labour and copy them to Fred Buyer.
After you confirm the selection the copy takes place and finally presents you with the following screen.