Sage 100

What am I doing wrong? I created a UDF's in SO Invoice Header (MAS 90 4.4 PU7) to store Bill To and Ship To Country names. They both use the SO_Invoice business object and pull CountryName from BillToCountryCode and ShipToCountryCode data sources. UDF's are empty after creating a new invoice and I verified that customer and Ship To codes have country code defined. Tried the same concept in Sales Order Header with identical results. This should work, right?

It doesn't seem to be working for me either.

Mark, I want to make sure that I understand what you are trying to do. I created a UDF in SO_InvoiceHeader called BILL_TO_COUNTRY source of Business Object, Business Object = SO_Invoice_bus, Data Source = BillToCountryCode, Column = CountryName. I then added this UDF to SO Invoice Header. It populates the UDF based on the Bill to Country on the address tab of the invoice. I am not sure if this is what you are trying to do, but if it is I was able to do it.

Kim, I think Mark is want to capture the NAME, not the code........... Mark please clarify.

Jeff, I am able to capture the name.

I think the issue is having 2 udfs. pulling the same entity. Probably works for one udf - not both. Just taking a stab.

I have also run into the issue where I create a UDF to pull from SO Header data into SO Invoice data. But then if I create an invoice from scratch, there is no SO header data to pull. Just another consideration.

Thanks all. @KimAndersen That's how I have it defined as well (my field name is BILL2COUNTRY) and am trying to capture the name. Tried it on my NFR copy and can't do it either. On what version are you testing and are batches enabled (mine are)? @JohnnyPabian Tried it with just one UDF and it's still blank.

Mark, it's not working for me either. But if I change the country code after the invoice is started. It populates the name into the UDF.

@BrettLyder Thanks. Gues I'll try reporting it to Sage.

Mark, When I tested mine the sales order did not have the county code assigned so when I assigned the county code in invoice data entry it then worked properly. However if the country code is already assigned it does not work. I tried it in sales order entry and the exact same thing. It doesn't populate the UDF unless you select what is populating it in the form. Sorry for the mixup on my part.

I expect what support will tell you (@MarkKotyla) is that the UDF is sourced when the invoice is created and before the customer is assigned. This would explain @ClarkWalliser and @KimAndersen 's explainations.

That makes sense. I just tested it on mine. When I change the country, it's filling in with the name.

@MarkKotyla what are you trying to achieve? Maybe there's another way?

@ClarkWalliser When defining UDF's that draw from Sales Orders, I also define a second (or more) source so the UDF is populated when an invoice is created without a Sales Order number or if it's generated by copying from another order.

@RobertWood Thanks. I already implemented a workaround to get the names, but was trying to do it with a UDF... and without creating a script to populate the fields. Fortunately, the data was needed in Crystal, so I just added the country code tables to the report.

@DanBurleson I'd have to sigh and ask them to reconsider the logic because I have other UDF's coming from Sales Orders, Customer Master, inventory, Ship To Codes, etc. that are working properly.