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Mapping UDFs from Job Cost Billing to AR History

  • 1.  Mapping UDFs from Job Cost Billing to AR History

    Posted 08-21-2020 18:26
    Has anyone done this?  I've added a few UDF's to Job Cost Billing Header and have them mapped through the JC Billing Journal to JC Billing History, but can't crack the code to find the next step on the path to AR Invoice History Header.  I know not all tables in the Dictionary are mappable and JC is relatively new to the framework, but hoping this is possible.  Thanks for any ideas!

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    Rob Neal
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  • 2.  RE: Mapping UDFs from Job Cost Billing to AR History

    Posted 08-22-2020 15:11
    What version are you working with?

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    Bob Osborn
    Consultant
    ACI Consulting
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  • 3.  RE: Mapping UDFs from Job Cost Billing to AR History

    Posted 08-24-2020 12:15
    Hi Rob,

    You can link the JC UDF's to the AR Transaction Posting table, then continue the flow to the history table(s) in AR.  You can pull from the JC_JobBillingHeader or as a <Total From JC_JobBillingDetails>.

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    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
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  • 4.  RE: Mapping UDFs from Job Cost Billing to AR History

    Posted 08-24-2020 12:17
    Ditto to @Michelle Taylor suggestion. ​

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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  • 5.  RE: Mapping UDFs from Job Cost Billing to AR History

    Posted 08-24-2020 14:56

    Thanks everyone.  I tried that, but I only see AR_SalesJournal_upd and SO_SalesJournal_upd in the list of Business Objects. Is there something I need to set up in order to see the JC_JobBillingHeader from the AR)TransactionPosting table?  Or an intermediate table between?  I do see the <Total From JC_JobBillingDetails> but nothing from JC_JobBilingHeader.  Thanks again.

     






  • 6.  RE: Mapping UDFs from Job Cost Billing to AR History

    Posted 08-24-2020 15:25
    Rob, Do you have a UDF in the Header table?  I placed one there, as well as the Detail table, to test.  If you only have UDF in the Detail table, the option may not be available.

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    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
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  • 7.  RE: Mapping UDFs from Job Cost Billing to AR History

    Posted 08-24-2020 17:57
    Edited by Rob Neal 08-24-2020 18:33

    I actually only have UDF's in the header (JC_JobBillingHeader).  They're mapped to JC_JobBillingHistory and JC_DailyPostingWork (threw dart at wall on that one). 

     

     

    But not visible in AR_TranPostHistory. Here's what I see for that table:

     

     

    If I choose the SO_SalesJournal_upd option, then I can see the <Total From JC_JobBillingDetail>.  But have never seen any JC Header data. 

     

     

    Thanks again for the help!

     






  • 8.  RE: Mapping UDFs from Job Cost Billing to AR History

    Posted 08-24-2020 18:05
    For the Business Object there should be JC_JobBillingRegister_UPD.  Not sure why that wouldn't be listed.  
    Might you be in opening Custom Office in another company that doesn't have Job Cost?

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    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
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  • 9.  RE: Mapping UDFs from Job Cost Billing to AR History

    Posted 08-24-2020 18:28
    Edited by Rob Neal 08-24-2020 18:34
    That helped!  It got me thinking, so I tested adding a UDF to the JC_JobBillingWork table.  When I did, I saw that the JC_JobBillingHeader table definitely should be available.  Now the strange thing is that once I did that test, even the <Total From JC_JobBillingDetail> is gone from the AR_TransactionPosting table.  Also, it's not in the Business Object listing no matter which company I'm listed in.  All the companies I checked have JC activated and are using Job Cost.



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    Rob Neal
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  • 10.  RE: Mapping UDFs from Job Cost Billing to AR History

    Posted 08-30-2020 15:30
    I've encountered a few scenarios where the target source table wasn't listed on that first screen and i had to create the UDF as manual entry, set the length correctly, and then go to the data sources tab to find the target source.

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    David Speck II
    Tennessee Software Solutions
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  • 11.  RE: Mapping UDFs from Job Cost Billing to AR History

    Posted 08-30-2020 18:54
    Excellent point @David Speck II - Many times I have been stymied and found the solution was to create a manual UDF and THEN the link appeared.... ​

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 12.  RE: Mapping UDFs from Job Cost Billing to AR History

    Posted 08-31-2020 12:09
    Thanks @Michelle Taylor, @David Speck II, @Jeff Schwenk for all the feedback.  I'll keep you posted!​​​​​

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    Rob Neal
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