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  • 1.  User code on invoice history inquiry

    Posted 06-22-2023 22:02

    HI All,
        I seem to recall that I have done this before but now I can't figure out how to get the user logon (I can get the user key which is not useful for display) to show on the invoice history inquiry screen.   What am I forgetting or missing?

    Thanks Much!



    ------------------------------
    Bob Osborn
    Consultant
    ACI Consulting
    ------------------------------


  • 2.  RE: User code on invoice history inquiry

    Posted 06-22-2023 23:03

    Click on show all in lower left corner.  The user key should appear



    ------------------------------
    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
    ------------------------------



  • 3.  RE: User code on invoice history inquiry

    Posted 06-23-2023 01:03

    Hi Jeff,

      Thanks - I can get that but it is not useful.  I need the user logon, or name..



    ------------------------------
    Bob Osborn
    Consultant
    ACI Consulting
    ------------------------------

    Original Message


  • 4.  RE: User code on invoice history inquiry

    Posted 06-23-2023 08:18

    I pulled the last name field into my SO Header panel without any issue.  You should be able to pull the user code and first name as well.



    ------------------------------
    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
    ------------------------------

    Original Message


  • 5.  RE: User code on invoice history inquiry

    Posted 06-23-2023 09:08
    Edited by Jeff Schwenk 06-23-2023 09:11

    Well, this is frustrating.  I tried using the AR History SO panel and the SY user table was not an option (unlike the SO header panel where it was).  My ALE for invoice history looks like this.

    From my tips/tricks notes, I found this post which might explain how I added the user name to the ALE.  Unfortunately, I am not finding a way to add the name to the panel.

    Missing linking table in ALE lookup  (12/10/14) - David Overholt<o:p></o:p>

    Higher Logic Post link below to the original post.

    I'm trying to figure out the easiest way to lookup | Sage 100 (90minds.com)<o:p></o:p>

    have you ever added a link table in Visual Integrator > export Job Maintenance? if the customer owns VI the below should work. <o:p></o:p>

    Start a new export job with your main table being AR_InvoiceHistoryHeader<o:p></o:p>

     <o:p></o:p>

    click on the LINK button <o:p></o:p>

    Link Table Name =SY_User  <o:p></o:p>

    Sequence No = 00 <o:p></o:p>

    Key expression is USERKEY <o:p></o:p>

    hit accept  (I've attached a screen shot of the settings I used )<o:p></o:p>

    you don't even have to complete the VI job - at this point the link is created. Your lookup on the AR_InvoiceHistoryHeader table will have the SY_USER table and will be linked on the UserKey. I guess the problem is, if you wanted both UserKey and UserUpdated, I'm not sure how you could get both. but hopefully this helps a bit.<o:p></o:p>

    <o:p></o:p>

    Also thanks for asking the question, I think I've pondered doing this before and wondered if it would work. once I went through the steps I was pleasantly surprised that it does work.<o:p></o:p>

    <o:p> </o:p>

    <o:p> </o:p>



    ------------------------------
    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
    ------------------------------

    Original Message


  • 6.  RE: User code on invoice history inquiry

    Posted 06-23-2023 09:09

    Screen shot that did not paste into the above screen.  Not the big gap.



    ------------------------------
    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
    ------------------------------

    Original Message


  • 7.  RE: User code on invoice history inquiry

    Posted 06-23-2023 08:22

    It doesn't appear the USERCREATEDKEY source is available in A/R inv hist inq (or S/O quote hist inq) although it is in S/O Entry.  Sounds like you may need to just create a BO udf in S/O Entry and have it flow all the way thru.



    ------------------------------
    Brett Zimmerman
    Net at Work
    Greater Boston Area
    ------------------------------

    Original Message


  • 8.  RE: User code on invoice history inquiry

    Posted 06-25-2023 16:07

    Hi All

      I wound up creating a UDF and a script.   It served the purpose but it would be great to be able to get it directly..

     

    Thank you,

     

    Bob Osborn

    ACI Consulting

    p 714.282.0378     f 714.282.0235

     

    Bob@ACIconsulting.com

     

     ACISignature1                  

    This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited.

     




    Original Message


  • 9.  RE: User code on invoice history inquiry

    Posted 06-25-2023 16:06

    Hi Jeff,

    What version are you in?  I do not get that as a selection.  I do show the user created key but it does not expand.

     

    Thank you,

     

    Bob Osborn

    ACI Consulting

    p 714.282.0378     f 714.282.0235

     

    Bob@ACIconsulting.com

     

     ACISignature1                  

    This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited.

     




    Original Message


  • 10.  RE: User code on invoice history inquiry

    Posted 06-26-2023 08:16

    As noted in my post above, the AR Invoice History table does not provide access to the SY_user table as the SO Header did.  Another dead-end alley.  Best I can tell, you can either add the name to the ALE or show them how to right-click to display system information.



    ------------------------------
    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
    ------------------------------

    Original Message


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