SAP Business One Customization (UDFs, UDTs, SDK)
Customize SAP Business One to match the way your business works — not the other way around.
About Service
Overview
Every business has unique processes that standard SAP Business One settings cannot always support. Teams often rely on manual workarounds, spreadsheets, or double-entry simply because SAP B1 isn’t configured to capture the data or steps they need.
This is where thoughtful customization becomes essential.
CyberXSoft helps companies extend SAP Business One using UDFs, UDTs, formatted searches, queries, and SDK-based enhancements.
We focus on simple, practical adjustments that reduce manual work, clean up data entry, improve accuracy, and make SAP B1 easier for your team to use.
Our approach is straightforward: design minor but meaningful enhancements that support your actual business workflows.
What Is SAP B1 Customization?
SAP Business One customization includes creating fields, tables, automation rules, or small system extensions to support your internal processes.
Common types of customizations include:
- UDFs (User-Defined Fields) – add custom fields to documents or master data
- UDTs (User-Defined Tables) – store structured information unique to your business
- Formatted Searches – automate field population
- Queries & Alerts – improve visibility and notifications
- SDK-based Add-ons – extend functionality with code-based logic
These customizations help SAP B1 adapt to your operations without changing the core system or causing version conflicts.
What Our Customization Service Includes
UDF & UDT Design and Setup
We design useful fields and tables to support data entry, tracking, and reporting.
What’s included:
- Master data UDFs
- Document-level UDFs
- Custom tables for unique business needs
- Validation rules and formatting
Formatted Searches & Automation Rules
We automate repetitive data entry and fill fields according to the rules your team already follows manually.
What’s included:
- Auto-populating fields
- Conditional formatting
- Lookup-based automation
- Document linking
SAP B1 Queries, Reports & Alerts
We create queries and alerts to give you instant visibility into critical business information.
What’s included:
- Custom SQL queries
- Real-time alerts
- Internal notifications
- Dashboard-ready data
SDK-Based Enhancements
When deeper functionality is required, the SDK allows for structured extensions without breaking SAP B1 standards.
What’s included:
- Button actions and form logic
- Custom add-on development
- Process automation
- Integration support
Workflow Improvements
We refine existing workflows and help remove unnecessary steps that slow your team down.
What’s included:
- Approval workflow adjustments
- Document cycle adjustments
- Data consistency improvements
- Removal of redundant manual tasks
Tools Commonly Used for SAP B1 Customization
Industry teams typically rely on a combination of SAP and third-party tools, such as:
- SAP Business One Studio
- SAP B1 SDK
- SAP Query Generator
- Boyum B1 Usability Package (B1UP)
- Integration Framework (B1iF)
- Crystal Reports
- UI API & DI API tools
- SQL-based query builders
These tools make it easier to automate tasks, adjust forms, and build small functional extensions as needed. We recommend tools based on your environment.
Real Problems Businesses Face Without Customization
Most companies experience these issues before customizing SAP B1:
- Users entering data manually again and again
- Important information is missing from forms
- Inconsistent or incomplete records
- Reports needing constant Excel cleanup
- Approvals or routing steps not matching real processes
- Document cycles that don’t reflect how the business works
- Add-ons solve only part of the requirement
- Difficulty enforcing data accuracy
- Workarounds are becoming a standard practice.
Customization helps reduce these challenges and brings SAP B1 closer to your actual business workflows.
Use Cases
1. Adding Critical Fields to Sales or Purchasing Documents
- If teams constantly ask for extra information during sales or purchasing, we add UDFs and automate them through formatted searches.
2. Storing Custom Operational Data
- When standard SAP B1 master data is not enough, UDTs help store structured information that reporting tools can use.
3. Automating Fields to Reduce Errors
- Automated entries avoid mistakes and reduce the time spent filling repetitive data.
4. Building Small Add-Ons for Special Processes
- SDK-based enhancements help companies automate industry-specific steps without buying complete external solutions.
How Our Customization Process Works
Process Review & Requirement Discussion
We understand your workflows and identify where SAP B1 needs support.
Field, Table & Logic Design
We design UDFs, UDTs, queries, or automation rules based on your needs.
Development & Configuration
Customizations have been implemented and are connected to your SAP modules.
Testing & User Validation
Your team tests the customizations in a safe environment.
Go-Live Support
We assist during rollout and make minor adjustments as needed.
Documentation & Training
We provide clear documentation and explain how everything works.
Who Can Benefit From This Service?
- Businesses with unique workflows
- Companies needing extra fields or structured data
- Teams facing data entry errors
- Users relying heavily on manual workarounds.
- Companies needing small but meaningful automations
- Organizations with industry-specific requirements
- Teams wanting better reporting or alerting
Make SAP Business One work precisely the way your business operates.
Enhance workflows with simple, effective customizations.
FAQ
Frequently Asked Questions
1. What kind of SAP B1 customizations do most businesses actually need?
Most companies need minor, practical adjustments, such as adding new fields to documents, creating custom tables for tracking unique data, automating lookups, and tailoring queries for reporting. These changes make SAP B1 easier to use without altering the core system.
2. Will customizations affect how my SAP B1 system performs in the long run?
No. UDFs, UDTs, queries, and formatted searches are lightweight and safe. When designed correctly, they do not impact performance or stability, even as your system grows.
3. What’s the difference between simple customization and SDK-based development?
Simple customization includes adding fields, tables, alerts, or automations inside SAP B1. SDK-based development is used when you need deeper logic, new buttons, or small add-ons to extend functionality beyond what the standard system can do.
4. Can customizations help reduce errors made by employees?
Yes. Automations, validation rules, and structured fields help prevent incorrect entries, missing details, or conflicting data. This reduces mistakes and improves accuracy across all departments.
5. How do I know if I need UDFs or a full SDK extension?
If you only need extra data fields or basic automation, UDFs and formatted searches are usually enough. SDK extensions are used when you need more complex behavior such as custom logic, new forms, or advanced automation.
6. Will customizations stay intact during future SAP B1 upgrades?
Yes. As long as they follow SAP’s recommended structure, upgrades do not remove or break these enhancements. Most businesses upgrade smoothly with their customizations intact.
Our Core Services
IT Staff Augmentation
Access pre-vetted developers, engineers, and tech experts to boost your in-house team’s capacity and accelerate delivery.
Dedicated Teams
We provide fully managed, dedicated teams that work exclusively on your projects while staying aligned with your business culture and goals.
Project-Based Consultants
Hire specialized consultants (cloud, AI, cybersecurity, data, DevOps, etc.) for short-term or long-term projects to ensure quality outcomes
Remote Talent Sourcing
Expand beyond borders - tap into global talent pools while we handle recruitment, onboarding, and compliance.
Onsite & Hybrid Staffing
Need resources locally or in a hybrid model? We ensure the right balance of flexibility, cost-effectiveness, and productivity.
Rapid Onboarding
Get the right talent on board quickly, reducing hiring delays and risks.