Map an Accounts Payable Invoice Header UDF to an Accounts Payable Invoice History Header UDF

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Overview

Use this procedure to map an Accounts Payable Invoice Header data entry user-defined field (UDF) to an Accounts Payable Invoice History Header UDF. This procedure involves first creating the data entry UDF, then creating a posting UDF used for mapping, and then creating the invoice history UDF. The data entry UDF will then be automatically mapped to the invoice history UDF. The mapping can be created for invoices entered in Invoice Data Entry or Manual Check and Payment Entry.

To map an Accounts Payable Invoice Header UDF to an Accounts Payable Invoice History Header UDF

Create the Invoice Header data entry UDF using the following steps:

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

Expand the Accounts Payable folder and select the AP Invoice Header table. Click the Edit Fields button.

In the User-Defined Fields window, create the data entry UDF. For more information, see Create a User-Defined Field (UDF).

Create the posting UDF that will be used for mapping. This UDF will use a business object to map the data entry UDF and history UDF. Perform the following steps:

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

In User-Defined Field and Table Maintenance, expand the Accounts Payable folder and select the AP Invoice Header Posting table. Click the Edit Fields button.

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

In the Add Field window, in the Field Name and Description fields, enter the name and description for the Invoice Header posting UDF. For more information, see Add Field - Fields.

In the Source field, select Business Object. In the Business Object field, select one of the following:

Select AP_InvoiceRegister_upd to map invoices entered in Invoice Data Entry.

Select AP_ManualCheckRegister_upd to map invoices entered in Manual Check and Payment Entry.

In the Data Source field, select AP_InvoiceHeader. In the Column field, select the data entry UDF created in step 1. Click OK.

The second Add Field window appears. Click OK. In the User-Defined Fields window, click OK.

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

Create the invoice history UDF that will be mapped to the posting UDF. Perform the following steps.

Note If you upgraded from a previous version of the software, your AP Invoice entity UDF was converted to the AP Invoice History Header table. Instead of creating a new Invoice History Header UDF, update the existing UDF with the information in the following steps.

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

In the User-Defined Field and Table Maintenance window, expand the Accounts Payable folder and select the AP Invoice History Header table. Click the Edit Fields button.

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

In the Add Field window, in the Field Name and Description fields, enter the name and description for the invoice history UDF. For more information, see Add Field - Fields.

In the Source field, select Business Object. In the Business Object field, select one of the following:

Select AP_InvoiceRegister_upd to map invoices entered in Invoice Data Entry.

Select AP_ManualCheckRegister_upd to map invoices entered in Manual Check and Payment Entry.

In the Data Source field, select AP_InvoiceHeaderPosting. In the Column field, select the posting UDF created in step 2. Click OK.

The second Add Field window appears. Click OK. In the User-Defined Fields window, click OK.

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

The data entry Invoice Header UDF will now update to the Invoice History Header UDF.