Sage 100

I have to add two fields to SO Detail that need to pass through to SO Quote/History and Invoice History. Version 4.5 - I have the SO Detail, but where else do I need to load them to ensure they pass through?? I then need to add the fields to a couple of reports, since they are empty, I assume I need to make sure the Crystal setup to set empty/null fields is important. Help.

Here are my best guesses: AR_TransactionPosting AR_InvoiceHistoryDetail If this isn't correct, I'm sure others will chime in (after Saturday night) but good luck!!

So, do I add them to SO Quote/History and Invoice DE screens as well? Then add them to the windows...I know I'm over-thinking this because I haven't done it in 4.5 and need to make sure this processes correctly.

What do you mean, ""add them to the windows""?

Panels...they appear in SO Detail (happily) and SO Quote/History currently, but am not sure about how to get them into AR create the UDFs in AR and Invoice history. Do I actually create the fields again in the AR module. Any work files need to have them added (assume that's only for forms, but thought I'd check).

Yes, first create the UDF's in the AR files. Using the Data Sources Tab, link them to the SO Invoice Detail thru the SO_Invoice_upd object.

Ok, so I created the fields in SO LineDetail which fed through to SO Inquiry and SO Quote/History Inquiry. However, now I need to ad them to the AR_Invoice Detail field, then use the Data Sources and link to SO Invoice Detail. So do I need to add them to SO Invoice Detail?

You only need to link SO line detail to SO invoice detail not AR invoice detail. You can then link the so invoice detail to AR invoice history detail via ar transaction posting . Ar invoice detail in not needed.

Actually, if it's the DETAIL file, it only needs to link directly to SO INVOICE DETAIL, and then to AR INVOICE HISTORY DETAIL. Only Header fields need to go through AR Transaction Posting. If you want to print them out, you will need to add to SO_InvoiceWork and SO_SalesOrderWork and any other work files for any other forms where you want to use them.

I wanted to thank you all for your help. With time and your help, I think I've got it! You are the 90est of minds!! :)

@DebThomas was seaching for something and found this https://90minds-com.socialcast.com/messages/14914462 and this PDF for future reference :)

Nice, @JimWoodhead - thanks for posting this!!!

I also wanted to point out that if the UDF values need to populate when using the Copy From functionality, then you need to go back to the SO_SalesOrderDetail after doing the other mappings to fill in the Copy From data sources.