UDF for customers only

[former_member230931]

Hi All,

When we create UDF under Business Partner Master Data, we get the UDFs in all BP types (i.e. customers, suppliers). Is there are a way to display customer relevant UDFs for customers and supplier UDFs for suppliers, when we browse, open master files.  Say I'm looking at a customer file I only see customer specific UDFs, preferably in the front windows (add through EDIT Form UI tool)

Thanks

[agustin_marcoscividanes · Accepted solution]

Hi

I had the same issue, and I tried to solve through FMS.

I explain my method:

1. I created all categories for UDF.

2. I created a list of categories for customers and another for suppliers.

3. I added a FMS that selects the list by cardtype.

if (select cardtype from ocrd where cardcode = $[OCRD.cardcode] )  = 'C' select 'Customer' else select 'Supplier'

It's fine, but the FMS does not trigger. The user has to trigger the FMS. Perhaps with a little UI addon this can be solved.

Kind regards

Agustín Marcos Cividanes

[rasmuswulff_jensen]

B1UP can do it but it is tricky. You need to moved the UDFs onto the screen and on the fly show and hide (using B1 Validation) the relevant fields.

[Johan_H]

Hi Dick,

Currently that is not possible in B1. An addon like B1UP might be able to achieve something like this. You can ask about it.

Regards,

Johan