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  • 1.  Country of Origin UDF

    Posted 11-19-2025 20:17

    I have a customer who is in the beverage business.

    They would like to be able to add/track the Country of Origin (COO) per Lot.  Having a difficult time trying to identify which table that UDF needs to be created in. 

    Has anyone had this need before with their customer base or suggestion on where to put that UDF at?



    ------------------------------
    Thomas Wackel
    Consultant
    Thomas N Wackel, CPA
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  • 2.  RE: Country of Origin UDF

    Posted 11-19-2025 21:21

    Tracking data by lot# gets stored in IM_ItemCost, flowing from receipts tier distribution.  You have to be careful and add the UDF to all tier distribution tables (eg. flow in and out of IM transactions, so warehouse transfers have the UDF value follow the lot).

    One nice thing is that Sage added an interface that allows editing UDF's in existing IM_ItemCost data (corrections, filling in missing values...).  Turn on Lot Serial Expiry dates, enabling a button in Item Maintenance to edit the expiry date... put your UDF on that pop-up panel to allow edits.



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 3.  RE: Country of Origin UDF

    Posted 11-20-2025 11:03

    continued from other thread:

    • Posted 3 hours ago

      Produced, or purchased?  Either way, you'll need to start at the origin and follow through to the IM_ItemCost file. I think PO_ReceiptTierDistribution if purchased and BM_ProductionTierDistribution or PM_TransactionTierDist if manufactured.

      If you choose IM_ItemCost to create a new UDF and select the source of Business Object, you can pick the different business objects and see where the UDF has to be added in order to end up being updated with the register in question.

      I assume you're wanting to print it on the invoice, so you'd also need to add it to the SO_InvoiceTierDistribution so it can be added to the SO_InvoiceWrk file.  That comes from the LotSerialNo file, which is apparently the IM_ItemCost file screened for just lots/serial nos.



      ------------------------------
      Beth Bowers
      Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
      (269) 358-0989
      ------------------------------



    • 3.  RE: County of Origin UDF

       
      Madeline Stefanou
      BOARD MEMBER
      Posted an hour ago

      @Thomas Wackel I once added UDF's for a client for additional information related to Serial Numbers.  My client was a distributor only, with no manufacturing.  If they use BOM or PM, or OM, there would be more tables.  I did this back in 2018, but happy to share my list of fields I added the UDF's. 

      • PO_ReceiptTierDistribution - Manual Entry
      • IM_TransactionEntryTierDistribution - Manual Entry
      • IM_ItemCost - Business Object pulling from either SO, IM or PO Tier Distribution
      • PO_ReceiptHistoryLotSerial - Business Object 
      • PO_ReturnTierDistribution - Business Object 
      • SO_InvoiceTierDistribution - Manual Entry
      • SO_InvoiceWorkFile (to allow printing on invoices)
      • AR_InvoiceWrk (reprint an invoice)


      ------------------------------
      Madeline Stefanou
      RKL eSolutions, LLC
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    • 4.  RE: County of Origin UDF 

       
      Posted 5 minutes ago 
        |    view attached

      Attached is an oldie but goodie spreadsheet from 2017.  Client needed a larger lot/serial # field but did not want to purchase the DSD enhancement.  It should work for COO functionality.  I would highly recommend a UDT for valid COO information to eliminate "fat finger" issues.



      ------------------------------
      Jeff Schwenk
      Owner
      Bottomline Software, Inc.
      Waynesboro VA
      (540) 221-4444

      Improving bottom lines for over 25 years!
      ------------------------------

      Attachment(s)

      UDF Lot Serial Set Up.xlsx   12 KB 1 version


    • 5.  RE: County of Origin UDF

       
      Posted 2 minutes ago

      @Thomas Wackel - I just noticed that you posted in multiple forums.  Only ONE forum is necessary as everyone sees all forum communities.  Posting twice leads to confusion



      ------------------------------
      Jeff Schwenk
      Owner
      Bottomline Software, Inc.
      Waynesboro VA
      (540) 221-4444

      Improving bottom lines for over 25 years!
      ------------------------------


    ------------------------------
    Brett Zimmerman
    Net at Work
    Greater Boston Area
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    Original Message


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