Sage 100

I think some issues are only irritating when you have many invoices ($1MM per week) and multiple staff responsible for issuing payments.  This client has one staffer responsible for paying vendors with names A- L and a second responsible for M - Z vendor names.  Vendor numbers are assigned sequentially so that the selection option is not workable.  They use the sort field for other things.  I tried to add a UDF in the vendor master but UDFs do not flow to this panel as they do with reports.  This wasn't a big issue in prior versions because you could sort by vendor name then select a vendor name range.  Not so here.

Am I missing something?

Thoughts?

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Jeff Schwenk
Bottomline Software, Inc.
(540) 221-4444
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@Jeff Schwenk, did you forget about this? (assuming it still works)

Follow the below steps for adding a UDF to the 'invoice payment selection' Select screen where you can sort by the desired column and then group-select the appropriate records.  Maybe this does add the UDF to the initial selection area; I've never noticed.

1. Create Vendor udf
2. Create AP Invoice Header BO udf
3. Create AP Invoice Header Posting BO udf
4. Create AP Open Invoice BO udf
5. Then Customizer Selection: A/P > Common Entry > DSELECTINVS (add UDF, which will add it to the nvoices Select screen)
6. Then during the invoice selection process, you can sort by that new UDF column and select the applicable invoices.

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Brett Zimmerman
Net at Work
Greater Boston Area
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@Brett Zimmerman - Nope, didn't forget.  Your suggestion is what started my down this rabbit hole.  Link below

v2020 ADV to v2023 Premium PU1 with DSD enhancements | Sage 100 (90minds.com)

From Sage 

I assumed adding a UDF would add to the AP Invoice Payment Selection parameter, as it does for AP Listing, but neither AP Vendor, AP_OpenInvoice or AP_InvoiceHistoryHeader UDF get added to that selection. It doesn't look like any UDFs get added to that Parameter.

So it appears that I go down swinging three for three with this upgrade.

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

Original Message:
Sent: 01-24-2024 20:19
From: Brett Zimmerman
Subject: v2023 AP Invoice Selection Panel - Part Deux

@Jeff Schwenk, did you forget about this? (assuming it still works)

Follow the below steps for adding a UDF to the 'invoice payment selection' Select screen where you can sort by the desired column and then group-select the appropriate records.  Maybe this does add the UDF to the initial selection area; I've never noticed.

1. Create Vendor udf
2. Create AP Invoice Header BO udf
3. Create AP Invoice Header Posting BO udf
4. Create AP Open Invoice BO udf
5. Then Customizer Selection: A/P > Common Entry > DSELECTINVS (add UDF, which will add it to the nvoices Select screen)
6. Then during the invoice selection process, you can sort by that new UDF column and select the applicable invoices.

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