Adding UDF (UPC) to Sales Order/Lines/Details Window

SOLVED

Hi, 

I have a UDF created in Inventory Management in tab 8. Web, which is called UPC, so I can add this information into Sage 100. 

I'm wondering if there's a way to bring this UDF for UPC from the tab in Inventory Management to the Sales Order module, into Sales Order Entry, 3. Lines tab, in the details window that's below the item lines form where you add item codes when creating an order. 

In the image below, the window on the left with the red arrow shows the Sales Order module in the Sales Order Entry window with the specific area in the 3. Lines tab where I'd like to have a row for UPC, while the window on the right shows the window from the Inventory Management module with the Item Maintenance window opened to the 8. Web tab, where the UDF for UPC is recorded for each item. 

Any input is appreciated

Thankfully

  • +1
    verified answer

    Very simple, just add a UDF to the Sale Order Entry Detail and make the Source be CI_Item and map it through to AR Invoice History (Search for MAP in the Help files). Then add it to the grid in Custom Office.  You can have in main or secondary grid.

  • 0 in reply to BigLouie

    Thank you - I'm trying to see if I'm understanding this correctly. 

    Modules - Custom Office - Main - User-Defined Field and Table Maintenance

    Then, I've found SO_SalesOrderDetail and selected Business Object, then chose Item Code for Data Source and selected UDF_UPC from the Column, which had the correct name for the UDF from the Inventory Management panel. Hopefully I'm doing this correctly. 

    When you add it to the grid in Custom Office, you do that through Customizer or would you do that from the panel directly by right-clicking and choosing Panel Settings/Customizer?

    It wouldn't let me update this while others are still using the Sales Order module, so I'll have to try again over the weekend. 

    Thank you again - I'm not any kind of professional, obviously, just trying to get some things working a bit better for my family's small shop. 

  • 0 in reply to neuropathy

    Go to Customizer, Main, Customizer Selection, Sales Order, Sales Order Entry. You can do it any time. The users have to log out and then log back in to see.

  • 0 in reply to BigLouie

    Thanks again - I can't seem to get it to update while the Sales Order Detail is being used somewhere in the system. This is the message I see when I'm trying to update: 

    I'm wondering if I'm doing this correctly...

    Then:

    I left all defaults for this screen - including tabs 1. 2. and 3.

    The Sales Order panel has been modified previously and we're using a version that's already customized. I'm hoping to test things with my own panel or one from a use that doesn't need it, then repeat the process in the customized panel if everything goes right. 

    This is what I'm seeing under Sales Order in Customizer - I guess these are the other customized panels. Should I use the standard Sales Order Entry option or one of the others?

    Thanks again

  • 0 in reply to neuropathy
    SUGGESTED

    You are correct in that everyone has to be out to create the UDF.

  • 0 in reply to BigLouie

    I see - and just so I understand, the UDF has already been created, but for another module (Inventory Management), so I'd still need to add the UDF to Sales Order Detail, which is what requires everyone else that's using the module to close the module or logout? 

    If I understand this correctly, I'll have to give it a try tonight. 

    About the Customizer and adding this UDF as a row in the list of details on the 3. Lines tab (beneath the actual item lines form and in the additional item details area - are all of the options I'd selected for the UDF correct or would I need to change control type or anything else? 

    Also, about Customizer Selection, I can access the UPC UDF that's already created for the IM module through Item Code after double-clicking on the area where I want to add it as a row, but it shows a Y under Disabled and I can't edit it to enable it, which I'm not sure matters or is anything unusual right now when there are still people using the SO module and I can't update it to add the UDF from the IM module.

    Thank you for all your help

  • 0 in reply to neuropathy
    SUGGESTED

    It depends on whether you want to record the UDF value in the transaction data (with potential changes in the future, capturing the data in the transaction), or just display the value from IM (as a link) in the SO Lines grid. 

    The link / display does not require the addition of a UDF, but it also makes the value read only (since it is only a display link).

  • 0 in reply to Kevin M

    Thank you - I wanted to add a UPC (barcode number), which was already added as a UDF to another module so it could be put in with every item added in Inventory Management. It was mostly needed in the Sales Order module in order to make things easier to see it alongside the item code and description, rather than changing the data in this field while entering an order. I'd have to think of a way to use the first option if I've got such a scenario. How is it normally used in Sales Order Entry? 

  • 0 in reply to neuropathy
    SUGGESTED

    If you just need to display the value, link it (as in your pics).  "Disabled" does not mean hidden, it means read-only.