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  • 1.  UDF to link AR Customer to AR Customer

    Posted 04-25-2019 09:36

    Anyone know if it's possible to create a UDF in AR Customer to link to another AR Customer.  This is just as a reference point.  Customer has a billing relationship (no National Accounts) and just wants a good way to reference it.  Currently using Notes, therefore no good way to report. May do a UDT, but thought if we could link right to AR Customer it may be an option. 

    Thanks in advance



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    John Wilder
    Technology Integrators
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  • 2.  RE: UDF to link AR Customer to AR Customer

    Posted 04-25-2019 09:38
    Are you looking to create the UDF so it can do a lookup of all the customers?  If not, you can either do a UDT Table but if only 2 customers involved, just do a string UDF called 'Parent' or whatever and key in the Related Customer Number.
    N

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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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  • 3.  RE: UDF to link AR Customer to AR Customer

    Posted 04-25-2019 09:38
    Shadow table / UDT, if you need the lookup.  Scripted validation would work if you only need to ensure accurate data.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 4.  RE: UDF to link AR Customer to AR Customer

    Posted 04-26-2019 00:43
    If you don't mind a UI Post Load script, you can use the script I posted in the following thread to dynamically add a lookup icon to your udf, eliminating the need for a shadow table.
    https://community.90minds.com/communities/community-home/digestviewer/viewthread?MessageKey=c7862932-dd09-401b-af9a-d591fb40fe49&CommunityKey=4593d843-4557-43ff-ba4d-6240681ed696&tab=digestviewer#bmad4654e3-a580-4be9-94cb-064288150c82

    I recommend reading the entire thread from beginning to end.

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    David Speck II
    Tennessee Software Solutions
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