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County of Origin UDF

  • 1.  County of Origin UDF

    Posted 11-19-2025 20:13

    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
    ------------------------------


  • 2.  RE: County of Origin UDF

    Posted 11-20-2025 07:44

    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

    Posted 11-20-2025 09:26

    @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
    ------------------------------



  • 4.  RE: County of Origin UDF

    Posted 11-20-2025 10:55
      |   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)

    xlsx
    UDF Lot Serial Set Up.xlsx   12 KB 1 version
    Original Message


  • 5.  RE: County of Origin UDF

    Posted 11-20-2025 10:58

    @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!
    ------------------------------

    Original Message


  • 6.  RE: County of Origin UDF

    Posted 11-20-2025 11:04

    continued here in Sage 100 Community



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

    Original Message


  • 7.  RE: County of Origin UDF

    Posted 11-20-2025 12:05

    OK, thanks Jeff.....lesson learned!!!  LOL



    ------------------------------
    Thomas Wackel
    Consultant
    Thomas N Wackel, CPA
    ------------------------------

    Original Message


  • 8.  RE: County of Origin UDF

    Posted 11-20-2025 14:06
    You mention UDT.  Couldn't I just use UDF and limit it via a Dropbox link?




    Original Message


  • 9.  RE: County of Origin UDF

    Posted 11-20-2025 14:44

    Can you explain that? (I also use Jeff's UDT idea, populating it from the standard Country file Sage has)



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

    Original Message


  • 10.  RE: County of Origin UDF

    Posted 11-20-2025 14:44

    Wait, you mean dropbox, not Dropbox, right?



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

    Original Message


  • 11.  RE: County of Origin UDF

    Posted 11-20-2025 14:57

    LOL...yes lower case "d" dropbox, not the online file storage service.

    How do I go about populating that table with the "standard Country file Sage has"?



    ------------------------------
    Thomas Wackel
    Consultant
    Thomas N Wackel, CPA
    ------------------------------

    Original Message


  • 12.  RE: County of Origin UDF

    Posted 11-20-2025 15:05

    I just used VI to export out from the std file and import into the UDT



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

    Original Message


  • 13.  RE: County of Origin UDF

    Posted 11-21-2025 06:47

    My country code table lists 254 records.  Do you think they will use all countries for the COO UDF?  You can also export the ALE list to Excel, delete the ones that won't be used, then import it into the UDT.  If you miss some, they can be easily added when needed.  Regarding the dropbox, updating every UDF when a country code is added will get old VERY fast.



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

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

    Original Message


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