Sage 100

For Sage 100 2020 when a client want a UDF dropdown in SO_SalesOrderHeader and have it carried thru to SO_InvoiceHeader and then to be able to choose from the dropdown directly in SO_InvoiceHeader if a sales order does not exist, does this need to be 2 different fields?  I thought I had done this before where the field was carried thru but could still be populated directly in SO_InvoiceHeader, however I am not succeeding.  I'm thinking it is because the field is a dropdown vs. multi-line.

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[Michele] [Herzog] [CPA,CITP, CGMA]
[Overland Park] [KS]
[816-520-1365]
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Instead of a dropdown, create a UDT and validate against it. You'll need one field for SO and one of the Invoice. Both validate against the UDT. The Invoice copies from the SO if it exists. That should work.

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Bill Pfahnl
Nims & Associates
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Yes, now I remember that is how I did it.  Thanks @Bill Pfahnl.​

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[Michele] [Herzog] [CPA,CITP, CGMA]
[Overland Park] [KS]
[816-520-1365]
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Original Message:
Sent: 12-14-2021 01:12
From: Bill Pfahnl
Subject: UDF Entry in SO Order and SO Invoice

Instead of a dropdown, create a UDT and validate against it. You'll need one field for SO and one of the Invoice. Both validate against the UDT. The Invoice copies from the SO if it exists. That should work.

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Bill Pfahnl
Nims & Associates
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It should work.  It works in my test system.  Make sure the drop down selection options are different.  For example, I was not able to select an option when I had "selection a", "selection b", "selection c".  When I changed it to "selection a", "choose b", and "also c" the selection works fine.  Also make sure the drop down has a height of 3 or more.  I usually use a height of 5 or 6.  The screen shots below is the setup for SO invoice header:


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Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
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Also make sure the field is not disabled in SO Invoice Entry.

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Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
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