Personalization, Customization and Productivity Tools

[ZoomZoom]

Has anyone been able to filter AR Statement by user defined field in AR Invoice History Header or AR Open Invoice files.

I have UDF in invoice files which flags special type of invoices that should not  be included in AR statements and finance charges.

Unfortunately AR Invoice UDFs do not appear on AR statement printing screen. I added UDF to AR_StatementWrk table and I can make invoice lines not print with formula in suppress section settings, but this does not resolve issue of calculating correct Aging Buckets and other total balance fields.

Any help is appreciated

Thanks

[justinaroberts]

I am having the same issue with Accounts Payable Aged Invoice report and trial balance report.  I have added a UDF to pull the country code both the AP_agedinvoicewrk file and AP_Trialbalancewrk file, but am unable to have the country code available for selection. 

Is there something I am missing?

[Natasha]

Only AR_Customer UDFs are available in AR Statement selection. 

Only AP_Vendor UDFs are available in AP aged invoice report and AP trial balance selections.

[TomTarget]

I have accomplished this in the past by creating a UDF that essentially duplicates an existing field (say the country code)  in the source file (not the work files).   Once that is done, then the field becomes available as a selection field.  You may have to use a script to get it to autopopulate depending on the exact situation.