Sage 100

Has anyone ever setup AP Invoice Payment Selection to filter based on a UDF? I can't see how to make it work. It's Sage 100 Std 4.50.

Interesting. What's the purpose?

They pay certain vendors via paycard. They would like to be able to select just those customers or exclude them.

Can you select on terms? Perhaps set one up to pay on a specific day of the month......

Apparently not. They have different payments terms for both payment types.

What about the Sort field?

I literally just asked that question. Apparently they are using that for another payment selection category.

Could they combine them, e.g. ""XXX Paycd""?

It soumds like it would require a modifiation to the code. Not sure if it is Scriptable.

It is sounding like they are going to handle it manually some how for now. Thanks everybody!

1. Create Vendor udf 2. Create AP Invoice Header BO udf 3. Create AP Invoice Header Posting BO udf 4. Create AP Open Invoice BO udf 5. Then Customizer Selection: A/P > Common Entry > DSELECTINVS (add UDF, which will add it to the Invoices Select screen) 6. Then during the invoice selection process, you can sort by that new UDF column and select the applicable invoices.

What we used to do when they needed to use Sort Code for multiple selection criteria was to create as many UDF's as needed to hold the multiple criteria (in your example at least 2). Then we would use VI (today maybe a script) to first clear out the Sort Code and then copy the relevant UDF to the Sort Code field and then run Invoice Payment selection.

We have a client that does the same sort of thing. I set those vendors up as ACH Vendors, although an ACH file is never generated and no bank info is ever entered. You can perform check selection based on each type. Once the 'checks' are processed, we can isolate these checks to an exported csv file for upload to the ePay system at the bank.

Thanks @BrettZimmerman ! I didn't realize it was in Common Entry.

Thanks everyone! Great suggestions across the board!

Awesome @BrettZimmerman . Another little known fact..........

Another Quick Tip From Zip!

@BrettZimmerman This would be great to turn into a 90minds blog post. If you do it, I'll post

Agreed, was planning to. Thanks, @MarkChinsky, @RobertWood

Love this - needed this today and voila!