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neuropathy

Customizing SO Invoice Data Entry - New Tab - Adding Fields/UDF with Drop-Down Menus etc

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Posted By

Hi everyone, I'm using Sage 2013

I've added a new tab to the Sales Order module in Main > Invoice Data Entry

I've added fields/UDFs (some are already ones that existed), but I'm unable to add to anything in this tab or figure out how to get some of these working as drop-down menus. 

Some of this information is being pulled from the Sales Order that was created.

I'm also hoping to be able to generate a document based on this information, which will have an option to Preview (like when you're able to preview something in other areas of Sage), before generating a PDF that will be emailed to different email-addresses, usually to my customer and maybe another address like an accountant or sales person.

Will I be able to copy a script from another part of Sage that will help with the Preview and Send functions?

Can anyone advise me a bit in getting the fields to allow data entry that will make its way onto the PDF that's generated, as well as getting the interface to show a drop-down menu in place of certain fields?

Thanks in advance

Parents
  • 0

    Set up a data flow from the SO tables into the invoice tables.

    Set up UDF validation (list or UDT) for the fields you want to have a lookup list (then remove and re-add them to the panel).

    Use Paperless with a customized invoice form code to make your life easier for the printing / emailing.

  • 0 in reply to Kevin M

    Thanks - I'm not exactly sure what's meant by setting up a data flow and the other processes referred to here. Is there anything you can refer me to, like a document or video? I'm just learning this to fix some stuff in our system.

    I'll see if I can get anywhere with Paperless, but really don't have much to go on here.

    Thank you

  • 0 in reply to neuropathy

    For custom office there are some SageU courses but I don't know how good they are.  You may want to schedule some training time with your Sage partner. 

    Look in the help files for Paperless setup details, or ask your Sage partner for assistance.

Reply Children
  • 0 in reply to Kevin M

    I'll try to look through there, but my Sage partner is an absolute rip-off - they just talk about what they could do and bill thousands for their chat, plus travel time from 10 minutes away. 

    I'd really like to see some help from experienced users here who wouldn't mind explaining a process a bit.

*Community Hub is the new name for Sage City