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UDF question. Another consultant added 20 UDF's to

  • 1.  UDF question. Another consultant added 20 UDF's to

    Posted 01-24-2013 05:26
    UDF question. Another consultant added 20 UDF's to the SO_SalesOrderDetail table. Now I would like to print some of those UDFs on the Sales Order form and the SO Invoice form. Can I create UDFs in the SO_SalesOrderWrk and the SO_InvoiceWrk tables that reference and contain the data saved in the 20 original UDFs? Can you create UDFs in one table from UDFs in another table?


  • 2.  RE: UDF question. Another consultant added 20 UDF's to

    Posted 01-24-2013 05:30
    Yes - keeps you from having to use linked tables.


  • 3.  RE: UDF question. Another consultant added 20 UDF's to

    Posted 01-24-2013 05:30
    Yes. In fact, that's the preferred method (at least for me). I'd also create the UDF's in SO_InvoiceDetail, and in invoice history. You'll need them when you reprint an old invoice.


  • 4.  RE: UDF question. Another consultant added 20 UDF's to

    Posted 01-24-2013 05:46
    And just to share - if it's a UDF on the HEADER, then it needs to go thru AR_TransactionPosting on its way to AR_InvoiceHistoryHeader


  • 5.  RE: UDF question. Another consultant added 20 UDF's to

    Posted 01-24-2013 06:08
    Be sure to link the AR_invoice history UDF's BACK to the SO_InvoiceWrk table or else they won't appear when you reprint the invoice from history.


  • 6.  RE: UDF question. Another consultant added 20 UDF's to

    Posted 01-24-2013 06:29
    As a matter of fact, you, Mr @JeffSchwenk, taught me that a few billion years ago and I've been the hero several times since then where other support folks forgot to set them up.


  • 7.  RE: UDF question. Another consultant added 20 UDF's to

    Posted 01-24-2013 07:32
    Incredible that we are that old...............


  • 8.  RE: UDF question. Another consultant added 20 UDF's to

    Posted 01-24-2013 11:01
    Thanks everyone. But just to make sure I'm clear (and maybe help someone else) If one of the UDFs on the SO_SalesOrderDetail table is a UDF called CASES. If I want to print that UDF on the Sales Order, SO Invoice and from AR History, I will need to add that UDF to 1) SO_SalesOrderWrk, 2) SO_Invoice, 3)SO_InvoiceWrk, 4) AR_InvoiceHistoryDetail and 5)AR_InvoiceHistoryWrk? @BethBowers are you suggesting that I also need to modify some posting routine to get the SO_Invoice UDF to write to the AR_InvoiceHistoryDetail table?


  • 9.  RE: UDF question. Another consultant added 20 UDF's to

    Posted 01-24-2013 11:46
    You have to add the UDF's to a couple of tables. I think from the SO_posting you go the AR_historyHeader table next. Then back to he SO_nvoiceWRK table.


  • 10.  RE: UDF question. Another consultant added 20 UDF's to

    Posted 01-24-2013 11:46
      |   view attached
    Also include AR_TransactionPosting. I think @BethBowers was referring to going back and editing some of the work table UDF's to draw from invoice history (sample attached).


  • 11.  RE: UDF question. Another consultant added 20 UDF's to

    Posted 01-24-2013 16:29
      |   view attached
    The attached should help out too @MichaelMcDonald

    Attachment(s)



  • 12.  RE: UDF question. Another consultant added 20 UDF's to

    Posted 01-24-2013 16:34
    That document is mostly for 3.71 except the last three lines which say: Note: For more information, search for ""Map"" in the following locations: In Sage MAS 90 or 200 version 4.20: On the Help menu, click Help Topics. Click Search. In Sage MAS 90 or 200 version 4.10: On the Help menu, click How Do I.


  • 13.  RE: UDF question. Another consultant added 20 UDF's to

    Posted 01-25-2013 08:56
      |   view attached
    Oops, you're right @DanBurleson I was having problems with FireFox yesterday and attaching files and probably picked up the wrong one....here's the more current version

    Attachment(s)

    pdf
    SO_UDF_to_AR_History.pdf   22 KB 1 version