Add a Field from Accounts Receivable to a Sales Order Form

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Use the following procedure to add the telephone number from the Accounts Receivable Customer file to a Sales Order form. Instead of adding the table to your Crystal report, you can add the field to the Sales Order work table.

 

To add the telephone number field from the Customer file to a Sales Order form

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

  2. Select Sales Order menu > SO Sales Order Header, and click the Edit Fields button.

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

  4. In the Add Field window:

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

  2. Select Business Object.

  3. At the Business Object field, select SO_SalesOrder_Bus.

  4. At the Data Source field, select CustomerNo.

  5. At the Column field, select TelephoneNo, and click OK. A second Add Fields window appears.

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

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

  3. When a message asks you to update the data dictionary and user-defined field (UDF) data files, click OK.

  4. In User-Defined Field and Table Maintenance, select Sales Order menu > SO Sales Order Work, and click the Edit Fields button.

  5. In the User-Defined Fields window, click the Add button.

  6. In the Add Field window:

  1. Enter a field name and description.

  2. At the Data Source field, select SO_SalesOrderHeader.

  3. At the Column field, select the UDF created in step 4, and click OK. A second Add Fields window appears.

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

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

  3. When a message asks you to update the data dictionary and UDF data files, click OK.

  4. Select Library Master Setup menu > Report Manager.

  5. Select the Sales Order form to which you are adding the telephone number field, and click the Maintain button..

  6. In the Maintain window, select the form code and click the Design button.

  7. In Crystal Designer, select File menu > Open, and select the .rpt file to which you are adding the UDF. All standard forms are located in the Sage 100 Reports folder.

  8. Select Database menu > Verify Database.

  9. In the Sage 100 Database Signon window, select the company and enter the user logon for the form, and click OK.

  10. When a message indicates that the database has changed, click OK.

  11. In the Field Explorer pane, expand Database Fields, and expand the report work table in which the UDF is located.

  12. Drag and drop the UDF from the work table to the appropriate location on the report. Save the form.

The field is added to the form.