Sage 100

ok someone help me out I have a UDF on the sales order header that I named ""last invoice No."" it is 7 characters. I then used the data source ""SO_SalesJournal_upd"" and put the field ""InvoiceNo"" as the data source. fully expecting that if I updated the sales journal the invoice number would be put in my sales order header UDF. it didn't work. what is that data source there for if it doesn't work? or am I using it wrong?

Not sure why that is not working but did you try putting the udf - sales journal post to so history and then have the field from SO history go to SO Header?

@DianeRuth I'm not sure if understand your suggestion, but the client uses a single sales order for several invoice cycles. I was hoping that I could show them the last invoice number that referenced this sales order. would that work with what you suggested?

@DavidOverholt - there is already a field in SO_SalesOrderHeader called LastInvoiceOrderNo$ that has the last invoice number in it. And LastInvoiceOrderDate$.

Duh @BethBowers you are right ... Some times we just try and make it harder than it needs to be. LOL

DUH - OK I'm an idiot today. But now that I've gone down this path, has anyone used this data source successfully before! I will not need it for this but it would be interesting to know if it works (and why Sage would put it there if it doesn't. )

Seems like I used that source (SO_SalesJournal_upd) to update a numeric UDF I had attached to Lots in IM_ItemCost - but not SO Header.

I've used it to update lot/serial UDFs also which is why I went this route and thought it would be easy-peasy. (never thought to see if it was already there, I just figured the client would know).