Sage 100

Is there a way to add an Invoice Payment Selection criteria to the Invoice Payment Selection screen?  I have added a UDF to the Open Invoice table and was hoping that would show up as a selection criteria, but it doesn't.  Any ideas / suggestions would be appreciated!

------------------------------
John Leonard
President
JLA Consulting
Metairie LA
504-835-9639
------------------------------

I'm not sure (assuming you're referring to the Selection area at the bottom of the Invoice Payment Selection screen).  However, you can follow the below steps for adding a UDF to the 'invoice payment selection' Select screen where you can sort by the desired column and then group-select the appropriate records.  Maybe this does add the UDF to the initial selection area; I've never noticed.

1. Create Vendor udf
2. Create AP Invoice Header BO udf
3. Create AP Invoice Header Posting BO udf
4. Create AP Open Invoice BO udf
5. Then Customizer Selection: A/P > Common Entry > DSELECTINVS (add UDF, which will add it to the nvoices Select screen)
6. Then during the invoice selection process, you can sort by that new UDF column and select the applicable invoices.

------------------------------
- Brett
------------------------------

------Original Message------

I'm not sure (assuming you're referring to the Selection area at the bottom of the Invoice Payment Selection screen).  However, you can follow the below steps for adding a UDF to the 'invoice payment selection' Select screen where you can sort by the desired column and then group-select the appropriate records.  Maybe this does add the UDF to the initial selection area; I've never noticed.

1. Create Vendor udf
2. Create AP Invoice Header BO udf
3. Create AP Invoice Header Posting BO udf
4. Create AP Open Invoice BO udf
5. Then Customizer Selection: A/P > Common Entry > DSELECTINVS (add UDF, which will add it to the nvoices Select screen)
6. Then during the invoice selection process, you can sort by that new UDF column and select the applicable invoices.

------------------------------
- Brett
------------------------------

Original Message:
Sent: 11-18-2019 12:22
From: John Leonard
Subject: Adding Invoice Payment Selection criteria

Is there a way to add an Invoice Payment Selection criteria to the Invoice Payment Selection screen?  I have added a UDF to the Open Invoice table and was hoping that would show up as a selection criteria, but it doesn't.  Any ideas / suggestions would be appreciated!

------------------------------
John Leonard
President
JLA Consulting
Metairie LA
504-835-9639
------------------------------

You just gave me a way to handle pCard payments, @Brett Zimmerman! - All these months later. :-) Thank you!

​

------------------------------
==================
Rhonda McNamara
Customer Success Manager
Stewart Technologies, Inc.
rsm@stewarttechnologies.com
------------------------------

Original Message:
Sent: 11-18-2019 13:38
From: Brett Zimmerman
Subject: Adding Invoice Payment Selection criteria

I'm not sure (assuming you're referring to the Selection area at the bottom of the Invoice Payment Selection screen).  However, you can follow the below steps for adding a UDF to the 'invoice payment selection' Select screen where you can sort by the desired column and then group-select the appropriate records.  Maybe this does add the UDF to the initial selection area; I've never noticed.

1. Create Vendor udf
2. Create AP Invoice Header BO udf
3. Create AP Invoice Header Posting BO udf
4. Create AP Open Invoice BO udf
5. Then Customizer Selection: A/P > Common Entry > DSELECTINVS (add UDF, which will add it to the nvoices Select screen)
6. Then during the invoice selection process, you can sort by that new UDF column and select the applicable invoices.

------------------------------
- Brett
------------------------------

I've also modified the Select invoice panel (below) so that it displays the field I want to filter.  Depending on what you are filtering, it might be workable.




------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 10-21-2020 15:51
From: Rhonda McNamara
Subject: Adding Invoice Payment Selection criteria

You just gave me a way to handle pCard payments, @Brett Zimmerman! - All these months later. :-) Thank you!

​

------------------------------
==================
Rhonda McNamara
Customer Success Manager
Stewart Technologies, Inc.
rsm@stewarttechnologies.com
------------------------------


Original Message:
Sent: 11-18-2019 13:38
From: Brett Zimmerman
Subject: Adding Invoice Payment Selection criteria

I'm not sure (assuming you're referring to the Selection area at the bottom of the Invoice Payment Selection screen).  However, you can follow the below steps for adding a UDF to the 'invoice payment selection' Select screen where you can sort by the desired column and then group-select the appropriate records.  Maybe this does add the UDF to the initial selection area; I've never noticed.

1. Create Vendor udf
2. Create AP Invoice Header BO udf
3. Create AP Invoice Header Posting BO udf
4. Create AP Open Invoice BO udf
5. Then Customizer Selection: A/P > Common Entry > DSELECTINVS (add UDF, which will add it to the nvoices Select screen)
6. Then during the invoice selection process, you can sort by that new UDF column and select the applicable invoices.

------------------------------
- Brett

------------------------------
==================
Rhonda McNamara
Customer Success Manager
Stewart Technologies, Inc.
rsm@stewarttechnologies.com
------------------------------

Original Message:
Sent: 10-21-2020 17:28
From: Jeff Schwenk
Subject: Adding Invoice Payment Selection criteria

I've also modified the Select invoice panel (below) so that it displays the field I want to filter.  Depending on what you are filtering, it might be workable.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------


Original Message:
Sent: 10-21-2020 15:51
From: Rhonda McNamara
Subject: Adding Invoice Payment Selection criteria

You just gave me a way to handle pCard payments, @Brett Zimmerman! - All these months later. :-) Thank you!

​

------------------------------
==================
Rhonda McNamara
Customer Success Manager
Stewart Technologies, Inc.
rsm@stewarttechnologies.com


Original Message:
Sent: 11-18-2019 13:38
From: Brett Zimmerman
Subject: Adding Invoice Payment Selection criteria

I'm not sure (assuming you're referring to the Selection area at the bottom of the Invoice Payment Selection screen).  However, you can follow the below steps for adding a UDF to the 'invoice payment selection' Select screen where you can sort by the desired column and then group-select the appropriate records.  Maybe this does add the UDF to the initial selection area; I've never noticed.

1. Create Vendor udf
2. Create AP Invoice Header BO udf
3. Create AP Invoice Header Posting BO udf
4. Create AP Open Invoice BO udf
5. Then Customizer Selection: A/P > Common Entry > DSELECTINVS (add UDF, which will add it to the nvoices Select screen)
6. Then during the invoice selection process, you can sort by that new UDF column and select the applicable invoices.

------------------------------
- Brett