Map an Invoice Header UDF to an Accounts Receivable History UDF

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

 

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

 

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

  1. Create the manual entry UDF to map in the appropriate table. For example, create the UDF in the SO Invoice Header table to map a Sales Order Invoice Header 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 Accounts Receivable menu > AR Transaction Posting, 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. In the Business Object field, perform one of the following:

  • Select SO_SalesJournal_upd to map a Sales Order UDF.

  • Select AR_SalesJournal_upd to map an Accounts Receivable UDF.

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

  • Select SO_InvoiceHeader to map a Sales Order UDF.

  • Select AR_ InvoiceHeader to map an Accounts Receivable UDF.

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

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

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

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

  4. In User-Defined Field and Table Maintenance, select Accounts Receivable menu > AR Invoice History Header, 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 the field name and description.

  2. Select Business Object.

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

  1. Select SO_SalesJournal_upd to map a Sales Order UDF.

  1. Select AR_SalesJournal_upd to map an Accounts Receivable UDF.

  1. In the Data Source field, select AR_TransactionPosting.

  2. In the Column field, select the UDF created in the AR Transaction Posting table, and click OK. A second Add Field window appears.

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

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

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

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

 

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

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

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

  3. In User-Defined Field and Table Maintenance, select Accounts Receivable menu > AR Transaction Posting, 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. In the Business Object field, perform one of the following:

  • Select SO_SalesJournal_upd to map a Sales Order UDF.

  • Select AR_SalesJournal_upd to map an Accounts Receivable UDF.

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

  • Select SO_InvoiceHeader to map a Sales Order UDF.

  • Select AR_ InvoiceHeader to map an Accounts Receivable UDF.

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

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

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

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

  4. In User-Defined Field and Table Maintenance, select Accounts Receivable menu > AR Invoice History Header, and click the Edit Fields button.

  5. In the User-Defined Fields window, select the UDF to map to and click the Edit button.

  6. In the Edit Field window:

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

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

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

  1. In the Data Source field, select AR_TransactionPosting.

  2. In the Column field, select the UDF created in the AR Transaction Posting table, and click OK.

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

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

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

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