Sage 100

I think I'm losing it. Am trying to add Sortfield to AR Invoice History Report selection screen. Created a UDF in AR_InvoiceHistoryWrk, but it doesn't display on the selection screen. Where else should I create the UDF? I've been able to edit the Crystal file to use the UDF as a parameter, but client prefers to see it on report selection screen.

@MarkKotyla if you figure that out, I want to know the answer, because I ran into that a while back as well. I was sure I had done that by just adding the UDF to the work table and voila the field appeared as a select option on the report. Guess I lost it too! We need to find it again LOL!

Instructions say to use the table from which data originates. I was able to add salesperson name this way (same report), but can't create a Customer Master UDF that pulls from Sortfield (not one of the entities).

Are they using the sort field as a free text or can you set up a user defined table to control what data is used on the sort field? My thought is that you could then create a UDF on Customer Master that queries the same table (or a script to make this UDF and the sort field the same) and that should pop in as a report criteria. Probably a tremendous run-around for a simple thing...

One of my brain cells seems to recall that the UDF's I added to the Customer Master table were the ones that showed up on the Invoice History Report selection. The other brain cells are saying ""that's ridiculous!"". You might test it.

Unfortunately you can't even put a event script on AR Invoice History Work that would move the Sortfield to a UDF. Why do you need Sortfield anyway? Since it is composed of other fields can't you use the fields from which it draws?

@KateKrueger Thanks for the thoughts. Way too much fuss IMHO. @ClarkWalliser Already tried that, but there's no Data source from which to pull the Sortfield value.

@DanBurleson Not Sortfield from the work table, SORT field from Customer Master.

Okay, then just add a one line Column Post Validate event to the Sort field that fills a A/R Customer Master UDF. retVal = oBusObj.SetValue(""UDF_SORTFIELD$"",value) Problem solved - SORTFIELD appears on the report selection panel. You just won't have any lookup vaues. 'Can't have everything!

This is a great post - just to close the loop -- create the UDF in Customer Master and it will appear on the selection for the report noted above -- or do you also have to link it to other tables and if so how. I understand Dan's auto-populating that UDF

@DanBurleson Great idea, but that would only populate UDF value for edited customers and new ones. I'd have to re-import all customers to write the new value for existing customers. Certainly an option. Anyone see other issues here?

Like I said: You can't have EVERYTHING! Even if they don't own VI, you could also write a script to populate the UDF's.

Close enough. Fortunately they have VI.