Sage 100

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  • 1.  Customer/Item Last Purchase History List

    Posted 01-14-2023 19:21
    Trying to add a field to the screen...but I don't get the option to modify the screen...I only get RESET PANEL...which hasn't been changed yet.
    You can see there is no * in front of the title.  The customer would like to add the Salesperson No to the panel.




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    Lourdes Sobrino
    LU² DSD Puerto Rico
    Guaynabo Puerto Rico
    787.485.9638
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  • 2.  RE: Customer/Item Last Purchase History List

    Posted 01-15-2023 13:01

    I'm not sure if what you are trying to do is possible. You can add UDF's to the SO_LastPurchaseHistory table.  but the only data sources available are from the Customer table.

    If you add the UDF to the SO_LastPurchaseHistory table then you can add them to the lookup using the Custom Button. But if they are changing the salesperson when the order gets created then it would not necessarily populate the correct salesperson.

    Without modifications, maybe you could run an import job daily to populate the UDF??

     

     

     

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