Sage 100

Custom Office Field Flow Rusty guy here working on a UDF that will flow from Sales Order through Invoice to History. I created the UDF on the SO_SalesOrderHeader table and SO_InvoiceHeader tables exactly the same parameters, but can not get the UDF to flow from one document to the other. What MAGIC am I missing?

Data Sources tab for the InvoiceHeader UDF - source is SalesOrderNo and then pick your SO UDF

I thought so, but the only source available is SO_Invoice_bus which is not the Order!

Scroll down to the Sales Order field within the SO_Invoice_bus table?

Once you click the check box there, the next drop down lets you pick SalesOrderno

OMG - Then it is the select all fields in the third field that I also missed the first time through.... I told you rusty

Now I am getting The selected column does not match the data type or length of the UDF. When I look at the UDF setup they are exactly the same.... I tried a fake update which rebuilt the UDFs and still get the error.

Gary, I have more success in creating the UDF in the source table (SO_SalesOrderHeader) first. Then when I create the UDF in the downstream table (SO_InvoiceHeader, SO_InvoiceHeaderHistory, etc), I define the source during creation. That way the system uses the profile of the source UDF when creating the target UDF and they stay the same. If the system thinks they aren't the same for some reason, I end up having to delete the target UDF I created first and then recreate it to get them to match.

I just deleted the target UDF and will keep my fat fingers in check...

And now it is flowing all the way through to the PO Thanks TEAM!!!

OK 1 Last Question - How do you get it to the AR Invoice History! In the UDF Creation there are three options and none contain the SO UDFs created before...

SO_SalesJournalUpdate - that will allow you to choose the field.

Nope, even after checking all fields

Has to go to AR_TransactionPosting via SO_SalesJournalUpdate, then from there to ARInvoiceHistoryHeader (Detail UDFs can skip the TransPosting step)

In the first attempt when attempting to add the UDF to Transaction posting, it is defaulting the UDF to match the invoice number 7 char string. I am going to play a little.

If you create a UDF on the AR Invoice Header and tehn don't link, then you can go to the AR Transaction Posting Via the SO_SalesJournalUpdate and then the AR Invoice History.... OMG

Like other four letter words, UDFs flow downhill. AR Customer Master, SO Ship to => SO => Invoice (this one is tricky, makes me pause every time) => AR transactionposting => AR open invoice and/or AR Invoice History and then don't forget to loop back to SO and/or invoice in case you want to create a SO or invoice from invoice history. And for good measure, don't forget the SO, Picking sheet, Packing list WRK files and then the related Crystal forms in case you want the UDF to appear on the forms.... Whew!!

@JeffSchwenk has it right... it is tough to just stick a toe into the waters of UDF's! Would include the SO Invoice WRK table as well.