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Use this procedure to create and map a Sales Order or Accounts Receivable Invoice Detail user-defined field (UDF) to an Accounts Receivable Invoice History Detail UDF.

 

Use one of the following methods to create and map a UDF:

• To create and map an Invoice Detail UDF to a new Accounts Receivable Invoice History Detail UDF

• To create and map an Invoice Detail UDF to an existing Accounts Receivable Invoice History Detail UDF

 

To create and map an Invoice Detail UDF to a new Accounts Receivable Invoice History Detail UDF

1. Create the manual entry UDF to map in the appropriate table. For example, create the UDF in the SO Invoice Detail table to map a Sales Order Invoice Detail UDF. For more information, see Create a User-Defined Field (UDF).

2. Select Custom Office Main menu > User-Defined Field and Table Maintenance.

3. Select the Accounts Receivable menu > AR Invoice History Detail, and click the Edit Fields button.

4. In the User-Defined Fields window, click the Add button. For more information, see User-Defined Fields - Fields.

5. In the Add Field window:

1. Enter the field name and description. For more information, see Add Field - Fields.

2. Select Business Object.

3. In the Business Object field, perform one of the following:

4. Select SO_SalesJournal_upd to map a Sales Order UDF.

5. Select AR_SalesJournal_upd to map an Accounts Receivable UDF.

4. In the Data Source field, perform one of the following:

5. Select SO_InvoiceDetail to map a Sales Order UDF.

6. Select AR_ InvoiceDetail to map an Accounts Receivable UDF.

5. In the Column field, select the UDF created in step 1, and click OK.  A second Add Field window appears.

6. In the second Add Field window, click OK.

7. In the User-Defined Fields window, click OK.

8. When you are prompted to update the data dictionary and UDF data files, click OK.

The Sales Order or Accounts Receivable Invoice Detail UDF is mapped to the Accounts Receivable Invoice History Detail UDF.

 

To create and map an Invoice Detail UDF to an existing Accounts Receivable Invoice History Detail UDF

1. Create the manual entry UDF to map in the appropriate table. For example, create the UDF in the SO Invoice Detail table to map a Sales Order Invoice Detail UDF. For more information, see Create a User-Defined Field (UDF).

2. Select Custom Office Main menu > User-Defined Field and Table Maintenance.

3. Select AR Invoice History Detail, and click the Edit Fields button.

4. In the User-Defined Fields window, click the Edit button. For more information, see User-Defined Fields - Fields.

5. In the Edit Field window:

1. Click the Data Sources tab, and perform one of the following:

2. Select the Select check box for SO_SalesJournal_upd to map a Sales Order UDF.

3. Select the Select check box for AR_SalesJournal_upd to map an Accounts Receivable UDF.

2. In the Data Source field, perform one of the following:

3. Select SO_InvoiceDetail to map a Sales Order UDF.

4. Select AR_ InvoiceDetail to map an Accounts Receivable UDF.

3. In the Column field, select the UDF created in step 1, and click OK.

For more information, see Add Field/Edit Field - Fields.

6. In the User-Defined Fields window, click OK.

7. When you are prompted to update the data dictionary and UDF data files, click OK.

The Sales Order or Accounts Receivable Invoice Detail UDF is mapped to the Accounts Receivable Invoice History Detail UDF.

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