Sage 100

am I missing something with data sourcing a user defined field to update a sales order header UDF from the Invoice? I created a UDF in sales order header and chose the data source from Sales Journal Update > Invoice Header to populate a field that is entered on the invoice during invoice data entry. but after updating the sales journal my UDF is not being populated. I have a screenshot of the setup I used for the UDF in Sale order header Is this a case of Sage adding functionality that simply does not work? I would find the difficult to fathom

Aren't you going backwards here - start in SO SalesOrder Header, then to Invoice, with source of SO Sales Order Header, copy from SalesOrder.

I don't think so, what I want is to populate a UDF on the sales order header (when there are items backordered the sales order will still be there) with information entered on the invoice in this case: the invoice date and another UDF that that is manually populated during invoice data entry.

That's interesting, @DavidOverholt. I don' think I've ever tried that. I'm always going the other direction as @NancyHanson suggests. If they have those data sources available, then they should work.

Got it. I haven't ever tried to go back to a SalesOrder. Looking forward to seeing if it can be done.

my initial testing seems to indicate that it can't be done. I'm not sure why it would be there if it doesn't work. i'll probably call sage Tools queue later today and see what they have to say.

I tried to set up something to track freight already charged on an SO for partial shipments, and couldn't get it to work... not even with a pre-delete script on the invoice with a filter on StartProgram (which IIRC also screwed up the posting process). I'd be very interested to know if there is a way to write back to an SO during posting.

I called Sage. first response was ""what are you trying to do?"" then ""ok let me understand what your trying to do?"" I get that. based on the responses here, it is rather unusual to update the Sales order from invoices. After a remote connection and walking her through it all she finally understood. and is going to test and see if she can duplicate the issue. in my opinion, it is broken. I THINK that I have done similar on the PO side with updating a PO from receipt of goods entry and it worked as expected. but I'm not quite sure if I did that to a purchase order or to inventory and I can't spend any more time today to test the PO side. I'll keep you posted if I get any more concrete answers from Sage

Since when did the Sage PO coders ever talk to the SO coders to have a consistent look and feel? Take any module (e.g. AP vs AR) and there are many inconsistencies. Sad but true. @DavidOverholt I feel your pain and frustration.