DPAS Priority Rating from SO to WO/PO/Invoicing - Mapping of UDF

Posted By GregLyons over 6 years ago

We need to track the DPAS (Defense Priorities and Allocations System) Ratings that are entered on Sales Orders and flow this information through to WO's that are generated from SO's, any PO's that are tied to SO's and onto any pack lists, invoice etc. It's a 4 character text field.

I'd like to setup a UDF in the SO_Header that would then populate through to the other required tables, essentially traveling with the SO Number to be referenced on other forms used down the line.

Is there anyone who is currently handling orders like this or have similar fields flowing through? Just want some guidance on how to create. I've looked at a UDF Mapping KB Article and has some direction but not all I'm thinking of, and want to be sure I'm thinking of all tables.

Sage 2016 Standard 5.30.1.0

Thanks,

Greg

0 BShockley over 6 years ago

Yes, I do this type of stuff all the time for clients. Create the UDF in sales order header file. Map the UDF to the S/O invoice header, and then to the various work files (S/O Printing, Picking Sheet Printing, etc). Then, map the UDF to the invoice history header file.
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0 BigLouie over 6 years ago

Greg, while you can flow the UDF from Sales Order to History it is not possible to flow the data to Work Order. This is because WO at this time is a legacy module.
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0 BShockley over 6 years ago in reply to BigLouie

Good catch, BL. I skipped over the work order part of the original question. I assume you'll be able to do this when work order is on the new framework, with version 2018 or 2019?
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0 GregLyons over 6 years ago in reply to BigLouie

I figured out how to map the UDF's through and will probably just reference back to the UDF on WO forms by linking the SO number if available. In this case it's not critical that the ERP data moves into WO files itself (although preferred), as I'll still have a printed record on the WO travelers which are retained electronically anyways.

Thanks all.
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DPAS Priority Rating from SO to WO/PO/Invoicing - Mapping of UDF

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