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  • 1.  Working with a client who has added a UDF to the A

    Posted 02-22-2016 14:01
    Working with a client who has added a UDF to the AR Customer Ship To Tax Exemption table. UDF went in just fine, but when he adds it to the panel and tries to maintain the value within the field, the field grays out and will not let him select or type in a date. The panel he added it to is in the AR - Customer Maintenance - DTAXEXEMPT A quick run of update panels to current level did nothing. Any ideas?


  • 2.  RE: Working with a client who has added a UDF to the A

    Posted 02-22-2016 14:12
    The data within the AR Customer Ship To Tax Exemption table is maintained in the Tax Exemptions maintenance screen which is a grid (one-to-many for each tax code. Did the client add the to this grid? If not, they most likely added it to the main screen by displaying/selecting the display-only list within customizer which would not work in this case.


  • 3.  RE: Working with a client who has added a UDF to the A

    Posted 02-23-2016 05:47
    @BillPfahnl thank you so much for the response. You guessed it - the UDF was added to what amounts to the ""header"" for lack of a better term and not in the grid. I will expose myself as a CPA-first and learning the techy side of things - I have two follow-up questions: 1) Why would the field not be editable/usable where it was added? 2) I tried to add it to the grid and was unsuccessful - is there something I should read/learn because this would be quite helpful on this and a few others I can recall. Thanks again!


  • 4.  RE: Working with a client who has added a UDF to the A

    Posted 02-23-2016 05:49
    I think it needs a one to one relationship with the associated ship to/