• Add UDF to Payroll Earnings Report Selection Criteria

    Hello, I have been asked to add the Labor Code to the Payroll Earnings report selection grid under Employee Last Name and have this field filter the report. I was able to add a UDF to the selection grid and the Earnings report work table. However, I…
  • UDF validation to another UDT

    Hi, I want to add a UDF in the JT_Employee table and within the UDF maintenance I see i should be able to use a UDT to limit the options being chosen. When I select the UDT validation button, a few UTDs are available but not the one I want. How do I…
  • Can I add User-Defined Table to Work Order module?

    Does Work Order module allow UDT? I tried and it seems Work Order module is the only module which doesn't allow me to add UDT. Is it the case? Thanks.
  • PO Detail link to SO Detail

    I see where you can source data from the SO Detail to the PO Detail but not seeing anything for the other way around. What would be the best method to get the data from a UDF on the PO Detail lines to the same named UDF on the SO Detail lines?
  • Crystal Report Field Edited Date

    I have two udf’s that are populated on the SO_SoDetail table, they are also printing on our pick ticket. How can I capture a date time stamp value for when that udf is edited (it’s a numerical value) and display it on the crystal report for the pick sheet…
  • Possible to change text color of a locked UDF?

    Is it possible to have a locked UDF field display its contents in red, possibly via a DFDM property change? I've attempted (without success thus far) to update the color via the DFDM Nomads_Color property to 01FF which appears to be the hex code for…
  • User Defined Table Magnifying Glass

    Hello, We have added a UDT with a list of fees, and we are wanting the magnifying glass icon to show up so the user can click on it and see the list of options. Currently the magnifying glass is not showing up. Is there a trick to getting this functionality…
  • Script to blank out a Date field

    Hi Is there a way to set a Date field to Blank? On a detail form when entering a new line the custom date field is blank. They must enter a date within a certain range. This range set on the Header level. The script works fine for checking and sending…
  • Script: GL Lookup by Account #, not Key

    I am writing a script, and need to lookup a GL AccountKey when I know the GL Account #. Scenario : I am changing a the GL code on a line item on a Sales Order based on inputs from user (custom fields on the line item). If they enter Item A, UDF1:…
  • UDF for Actual Freight Expense

    In which table should I place a UDF for actual freight expense to compare against the freight billed to a customer? We use StarShip Online but do not write back actual freight charges to the Shipping Data Entry Freight Amount field since we bill them…
  • Add a Custom UDF for Inventory Price Change

    Does anyone know if you can add a UDF field in Inventory Maintenance that shows the date of the last price change?
  • Add Field in UDT to Employee Master Panel

    Hi Everyone, I have added a UDT to Payroll which contains a list of supervisors. The key is the employee number with additional first name and last name fields in the table. The employee number shows up when I create a UDF in the Employee Master and…
  • Link PO Detail to SO Detail

    Trying to update the SO Detail line after a receipt of goods is updated for a PO. I have this script set in PO Detail on a table-postwrite but the first time I ran it the SO udf did not update. Does the PO Detail table get updated after a receipt of goods…
  • Sales Order Entry screen Order Type

    Hello, We wanted to change the default Order Type from Standard to Quote. I went into Customizer found field but Insert List on Main Tab is greyed out and states Program Defined plus Options tab Default field is also greyed out.. So it seems I'm blocked…
  • 'Table' Does not have correct permissions, when running script

    Hi, I made a script in Sales Order Entry that loops thru the lines and changes a few fields based on the previous lines (trying to group lines together for a report). I'm getting an error now and after a lot of troubleshooting I realized that I only…
  • Field Service Equipment Asset Record Serial # UDF

    Using the Operations Management module in particular Field Service. When an item is serial valuation, there is a mismatch in the length of serial numbers in field service and inventory. In PO, SO, IM the serial # on the tier distribution is 15 characters…
  • Adding an Existing Field to the Selection Criteria

    I want to add a field (Ship Via) to be available in the Selection Criteria Window when running the "Sales Order Printing" Report. I saw in one of the Forums that i have to add an UDF to the Report for it to show up in the Selections. I added that Field…
  • want to write script and put a UDF of duration between PO order date and confirm date

    error using pre-write orderdate = "" confirmdate = "" retVal = oBusObj.GetValue("PurchaseOrderDate$", orderdate) retVal = oBusObj.GetValue("UDF_PO_CONFIRMDATE$", confirmdate) dateD = DateDiff("d", confirmdate, orderdate) retVal = oBusObj.SetValue…
  • Search on Different Font/Format of Text within UDF

    I am attempting to search for certain phrases and maybe date formats within an UDF on the SO Header in order to populate separate UDF's. I've had trouble before with the scripts not picking up the phrase if it is all capitalized and vise versa. Is there…
  • UDF PO ROI to AP_HistoryHeader & AP_TransactionPaymentHistory

    I created a Date UDF in PO Receipt of Invoice. it populates correctly. I'm trying to get this data into the AP_InvoiceHistoryHeader & AP_TransactionPaymentHistory. I've tried several links and can't seem to get the correct combination. Can someone…
  • UDF Script on SO Header

    Trying to get an UDF populated with a default value depending on the ShipToCode on the SO Header. I've tried with a table pre-write and a column (ShipToCode) pre and post validate event. Just need the UPS # to go into the UDF_THIRDPARTYSHIP when the ShipToCode…
  • Batch Invoicing Script for Crystal Report

    I am revisiting a previous issue/post, https://www.sagecity.com/us/sage100_erp/f/sage-100-personalization-customization-and-productivity-tools/160212/udf-header-to-invoice-detail/423464#423464 , since I do not have much experience in crystal, do I create…
  • AP Invoice Detail UDF to Remittance Advice

    We have a client that has a AP Invoice Detail UDF that needs to print on the AP Remittance stub. I have linked it to the AP Invoice History Detail file and it is writing correctly to this file. I am having trouble though getting it to the Remittance Advice…
  • Script message won't display

    Can't determine what the problem is for the script message not displaying in SO Entry. Here is my script. Client is Premium version 2021 ' -------------------------SCRIPT START ------------------------------------ If oSession.CompanyCode <> "ZZZ" and…
  • UDF Sourced from UDF in Header

    Scenario, both udf's are in the SO_Header, new udf_prod (date field) that I am trying to update from an existing date field udf_allocated that is populated through a VI import. I am trying to save a manual step of entering the date in udf_prod by sourcing…