Sage 100

One of my customers is asking if there's a way to change the posting comment in the JC Transaction Detail Report. They want to have the comment entered on the line during receipt of invoice flow through to the JC Transaction Detail Report - Posting Remarks.

Or is using a UDF the way to go? Looks like I have to drag the comment through several files in order to have it show up on the detail report so wanted to make sure I'm not overlooking something.



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Wayne Schulz - Schulz Consulting - 860-516-8990
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What are they putting in their custom comment?  DSD's PO-1044 does custom posting to JC.  

Select one of the following Comment Formats:
 Vendor + PO No + Item No.: This format is compatible with JC-1005.
 Vendor No + Rec No + Item No.: This format is compatible with JC-1005.
 PO NO + REC NO + ITEM NO. + ITEM DESC: It is formatted as the Purchase Order Number, Receipt
Number, the 2nd and 3rd characters of the P/O line Item and the first 20 characters of the P/O line
item description.
 Invoice No + PO No + Vendor Name: If this format is used and the Purchase Order Receipt is
updated without an Invoice Number, the comment will hold the Purchase Order Number and
Vendor Name only.
 Rec No + PO No + Item No. (for inventory items)/PO No + Item Desc (for other item types): This
format is compatible with JC-1009.
 Vendor No + PO No + Item No. (for inventory types)/Vendor No + Item Desc (for other item
types): This format is compatible with either JC-1005 or JC-1009.
 Vendor No + Invoice No + Item Desc: 'Item Description' is defined as any of the following:
I/M Item Description
Special Item Description
Misc Charge Description
Misc Item Description
If the receipt is for an item from PO Receipt Of Goods that does not reference an Invoice
Number, the posting comment will be Vendor No + Item Desc.

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Mary Jo Krueger
Senior Software Consultant
CLA (CliftonLarsonAllen LLP)
Appleton WI
920-996-1176
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At present, I believe they just want the comment line to show up on the JC Detail Report. I'm in the process of researching the effort required and will take with them some more about what they want in that field.  Based on the existence of the DSD enhancement it doesn't look like I overlooked any standard way to change the comment.

Here's a copy of the relevant page from DSD PO-1044 which shows the options for the comments



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Wayne Schulz - Schulz Consulting - 860-516-8990
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Looks like the customer is ok with manually entering in the line comments to PO Receipt of Invoice.

So far I think these are the tables that need to flow the comment ( and why in 2019 we can't just enter a UDF at the starting point and have it flow outward is beyond me )

PO_ReceiptDetail->AP_Invoice_Detail_Posting->JC_JobDailyTransactions->JC_JobPostingDetail - >JC_JobTransactionDetail -> JC_JobTransactionDetailReportWork ( FINAL )

I'll find out if I guessed right on the flow shortly

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Wayne Schulz - Schulz Consulting - 860-516-8990
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