General Entry UdF data not update automaticaly

[Former Member]

Hi

I crate UDF in AR invoice, Incoming  payment outgoing payment and general entry form

All UDF name and data type are same

when I create invoice or payment I enter some TEXT information in UDF

and I add invoice or payment that time general entry form UDF data automatically update

but when change UDF value Or Adding invoice/ payment then I enter information that time General entry UDF value is not updated

[Former Member]

Hi Sanjay,

Go to Administration--> Set up--> Reference Field Links.

Select the document and map the udf in Ref1, 2 or 3 so that these could be available in GL reports.

If you use fms, you can pick the values  but these values will not be shown in the report unless you link these to the 'Ref' field.

Thanks,

Joseph

[Former Member]

Hi

I will Try But Not Working

[Former Member]

Hi Sanjay,

Try this to update the details..

Select U_UDF FROM OPCH where DocNUM=$[OJDT.BaseRef]

and len(U_UDF)>0

You have to create a combine qurey for all transaction

[Former Member]

Hi Ambesh

please Tell me how to combine AP invoice  Incoming  and  outgoing  table in FMS

[Former Member]

Hi Sanjay,

Did you tested the query which i sent??

Let me know if it is working properly or not.

[Former Member]

Hi Ambesh

Thanks For replay your Quarry Is Working Properly

[Former Member]

Hi

Quarry is Working Properly but how to add income and outgoing table in FMS Quarry

[Former Member]

Hi Sanjay,

Try This Query...

Please Change (U_Narration_1) with your common UDF used in Invoice,Outgoing and Incoming Payment.

Select A.Narration from
(Select Distinct 'Narration'=
CASE When TransType=13 then (Select U_Narration_1 from OINV where LEN(U_Narration_1)>0 and DocNum=$[OJDT.BaseRef])
When TransType=24 Then (Select U_Narration_1 from ORCT where LEN(U_Narration_1)>0 and DocNum=$[OJDT.BaseRef])
When TransType=46 Then (Select U_Narration_1 from OVPM where LEN(U_Narration_1)>0 and DocNum=$[OJDT.BaseRef])
End
From OJDT)AS A
where Len(A.Narration)>0
Group By A.Narration

Hope It'll help you....

[Former Member]

Hi  ambesh

when I try This Quarry it Work But General Ledger UDF Value is Blank

GL Information is Null

[Former Member]

Hi Sanjay,

It will display the value which you fetch from FMS but it'll not commit the data in sytem table.

Just Open A/R Invoice and goto Accounting tab then click on corresponding JE. I think it'll show you the fetched data from invoice in JE-UDF. You have to click on FMS then update button will enable in JE Screen. Update the JE screen and open General leadger. I think it'll show the narration.

Try this may be it'll help you...

[Former Member]

Hi Ambesh

I try it but A/R invoice UDF Data Store in General entry form FMS is working  But General Ledger Report in Data is not seen 

[Former Member]

The values will appear in GL report only if the JE is updated before the document gets added. So updating a JE will not help. You have to link it and only from the next / new transactions the value would appear in the GL report.

Thanks,

Joseph