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UDF Feilds

Former Member
0 Kudos

Hello Experts,

I want to create UDF fields for marketing documents and make them mandatory but not be mandatory on all marketing documents.  Basically I only need them for the Quote, SO, Deliver, and Invoice.  I don't need them for any of the purchasing side.

Can this be done?

Accepted Solutions (0)

Answers (3)

Answers (3)

kothandaraman_nagarajan
Active Contributor
0 Kudos

Hi,

There two options,

1. Approval procedure for header level UDF

2. Transaction notification for both header and row level UDF.

Thanks

Former Member
0 Kudos

Sorry Diego I was hoping their was a simply solution that would not involve any coding.  I am guessing there is not check box I am missing.

Former Member
0 Kudos

You can achieve this with SP Transaction notification for sales documents only.

Thanks,

Joseph

Former Member
0 Kudos

Hi Matthew,

you can do this in two way:

1) with SDK

2) with the sp_transactionnotification

Hope this can help

Regards

Diego

Former Member
0 Kudos

Yes, Make them mandatory with a default value. The purchasing side will just get the default values and thus can pretty much ignore them (use settings to hide them).

Then create a query that blanks the field out to a null value and create user-defined values on each of the screens where you need it entered to set value to null when new document (or line) is created.

This way your users will be forced to put in a value to replace the null to be able to save the document.