Hi All,
Currently the invoice header does not have a customer telephone number. How can I create an UDF that grabs the customer's telephone number and add the udf inside of Invoice Header table?
Thanks.
Did you just include your answer in your question? Go to Custom Office, create a UDF to the Invoice Header and the Invoice Works file and make the source the telephone number from the customer master file.
If you use Sales Orders, the customer data source might not trigger when invoicing an SO. In that case, flow from customer to SO to invoice (and work tables).
Also beware of multiple possible logical places to find the phone number (customer / ship-to address / confirm to contact...). I always wondered about why Sage doesn't include a phone number for orders / invoices, but I guess the possible data sources are not simple to filter through.
Hi BigLouie, once I give the udf name for invoice header in Custom Office, THe source I select Business Object, I only see SO_invoice_bus for business object and datasource I cannot find phone number.
Also do I need to create 2 different UDF? one for Invoice Header and another for Invoice Works?
I wonder that too Kevin, most shipping program has a phone number to be filled in. I believe invoice should have a phone number on it too.
Business Object = SO_Invoice_bus
Data Source = CustomerNo
Column = Telephone Number
Do the same for the works table.
ah ok. Do the 2 new UDF that I need to create has to be different names or can be the same
do not have to be the same. can be different but what name would you use instead of "telephone"?
correct, I thought it had to be different like Telephone_Wrks and Telephone_Inv. Thanks!
Hi Louie, for the works table, do I choose "SO Invoice Work"? If I do choose it Business Object has "So_InvoicePrint_rpt and "So_InvoiceHistoryPrinting_rpt" and what datasource and column to select? thanks again.
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