help creating user defined fields

  • help creating user defined fields

    Posted by that canadianguy on January 2, 2024 at 11:37 am

    Hi folks ,

    im new here , im looking for a guide to create userdefinedfields on GP18

    im using Integration Manager and want to add invoiceid and vendorinvoiceid for AR and AP

    Thanks,

    Beat Bucher replied 11 months, 3 weeks ago 4 Members · 5 Replies
  • 5 Replies
  • Cory Severson

    Member
    January 3, 2024 at 12:57 pm
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    Hello,

    As you know, those windows do not have options for user defined fields. If you can repurpose an existing field, I would recommend that. If that doesn’t work, then you can look at third party products like Extender. Otherwise, you’d need to look at custom development.

    Take Care!

    Cory Severson

    Velosio

    • that canadianguy

      Member
      January 9, 2024 at 12:37 pm
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      Thanks Corry for you reply

      im good at SQL i can change tables schema but not sure if this will impact future updates

  • Jo deRuiter

    Member
    January 4, 2024 at 9:59 am
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    Hi Canadian Guy,

    There are already fields for these ID’s.

    In Purchasing the Document Number is the Vendor’s Invoice Number and the Voucher Number is YOUR key field for that purchasing document – you should rarely be changing the Voucher Number unless you were specifically asked to.

    In Sales, the Invoice Number is YOUR invoice number to the customer and is 100% unique. The PO Number field in Sales (whether Receivables or Sales) is good for Customers PO Number, which is generally what you are getting from a Customer)

    If you are trying to use a separate source-systems invoice information, if it is done right, you can use those source-system numbers as your sales-invoice numbers already – you can use it in the integration to replace the default invoice numbers in GP.

    Otherwise, let me advise against a developer just for User Defined (UDF) Fields in GP – the best product there is for this is eOne’s Extender and you can create tons of custom fields and report on those as well.

    • that canadianguy

      Member
      January 9, 2024 at 12:39 pm
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      Thanks Jo for your explantations

      ill check that , is it bad if we create customs fields by changing tables schema ?

      • Beat Bucher

        Member
        January 11, 2024 at 1:53 pm
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        Hey “That CanadianGuy”…

        As Jo stated, it’s a very bad idea to change the GP table schema and field definitions.. at every next upgrade you run the risk to scrap your customizations as the table might get recreated in the process of upgrading.

        Another alternative to use the eOne Extender product is GP PowerTools and the developer module.. With modifier you can add new fields into existing forms and populate the data with a code logic in GPPT. I agree that it requires more programing skills than using Extender, which is also easier to query data from later on.

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