• Copy UDF Values from AR_CUSTOMER.M4T to Equivalent UDFs on new Sales Orders

    New to this forum, and new to using the Business Object Interface. Scenerio: I'm on Sage 100 2022 Standard, and am about to implement Sage Alerts & Workflow. One of the tasks I will be creating will periodically look at all open Sales Orders and automatically…
  • ROG - Answering Yes to "Do you want to receive the complete purchase order?" blanks out Item Code with UDFs

    I have 20+ UDFs in ROG entry and they have been working fine over the past 2 years. Now managers want some of these UDF to be required. When I mark just 1 or several or all of the UDFs in ROG as Required, no Item code appears when I select 'Yes' to "Do…
  • Generate PDF from UDF and create save/email functions from Sales Order/Invoice Data Entry custom tab

    Hello everyone, I created an extra tab in Sales Order/Invoice Data Entry and I have a few questions: Most importantly, how can I use the data that's selected and inputted here to generate a PDF or other type of document? Each of these fields is built…
  • User Define Script on User Define Table

    Hi, Below is my script to Prompt user a warning that when user entering invoice data entry, it will check a udt for blanket PO is out of fund. I've create User Define Table to keep track of a listed PO and Billed Amount. The script is reading invoice…
  • What is the maximum number of UDF's you can create for the Sales Order Detail table?

    In general is there a maximum number of UDF's per table. And is there a maximum number of UDF's that can be added to a form? In particular, I am looking at adding 120 UDF's to the Sales Order Detail line - is that possible? It will be Sage 100 Premium…
  • Document item scanned when shipped

    During our shipping process we scan all inventory from the pick sheet into shipping data entry. I like to create a process that using a UDF will track that the item the was scanned into shipping data entry. Example: Item A quantity 2 Item A we scan…
  • Dependent UDFs

    Here is what I am trying to do: basically UDF # 1 will have options A, B, and C. UDF # will have options A through Z. If opton A is selected in UDF #1 then the user will be able to select A-D in UDF #2, if option B is selected in UDF #1 then user will…
  • I want to start using customizer and Custom Office to be able to email forms to multiple people within a company, where do I start?

    I have been using MAS since 1987, but have never used the above features. With the demands of customers lately I need to be able to email a variety of forms to multiple people within a company. Right now it is taking way too long to scan documents in…
  • Need Sales Order Header Script to compute Standard Cost based Margin on ENTIRE Order, on totals tab.

    I'm looking for existing script I can use to simplify our need to run a custom report during our quoting process for every order. Can anyone help me create a script that will calculate the entire Gross Profit/Margin for the whole Sales Order and display…
  • UDF from PO Material Requisition Issue linked to Item Transaction detail UDF

    I want to link data in a detail line of PO Material Requisition Issue Entry through to IM_ItemTransactionHistory. But when I try to pull a data value into the IM_TransactionPosting table, none of the Business Object sources listed are from the PO Mat…
  • Trying to update Sales Order Header UDF from Invoice Entry getting error

    I'm trying to update a user defined field in the Sales Order Header table using a script from Sales Order Invoice entry from the Table - PreWrite event. The script saves the USERCODE from the session object into a UDF in the Invoice and then tries writing…
  • User Defined Scripting

    I have created a JobNumber UDF and added it to AR and AP invoice data entry line detail. Now I would like to create a User Defined Script for the actual Job Number entered during data entry to be written to the JobNumber UDF. In AR it comes from the header…
  • Add CI_Item field to Item Maintenance

    I want to add field [Category4] from CI_Item to the Item Maintenance, but can not seem to find it in Custom Office User-Defined Field and table Maintenance. Can anybody help with that? Thanks.
  • Is there a way......?

    I'm trying to create a custom dialog button in custom office on the SO Entry Detail screen to show some UDFs. The button would need launch a screen that allows me to put some UDFs that are linked to the line. If I create a custom dialog button in that…