web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics SL (Archived)

how do you add a customized field to AR screen 08.030.00?

(0) ShareShare
ReportReport
Posted on by 310

We use cutsomized field to input data from other databases.  How do I customize the AR payment application screen (08.030.00) to add a customized screen (with the changed field name) so that we can use the information as we need?

*This post is locked for comments

I have the same question (0)
  • Barry Flynn Profile Picture
    3,090 on at

    I'm a little unclear on what you want.

    You refer to adding a Screen? Was that a typo, or do you want to add a new sub-form?

    Or do you want to add a Field?

    If it's a Field, which column from which table do you want to add to to 08.030.00?

    Are you familiar with Customization Manager?

    Thanks

    Barry

  • C Conner Profile Picture
    310 on at

    My apologies.  I would like to add a column/data field to the AR payment application screen (08.030.00) in SL using the Customization Manager that would use user field 1.  We already use this field to populate certain information in the AR Invoice and Memo screen and I would like to ensure that data is kept consistent.

  • Barry Flynn Profile Picture
    3,090 on at

    More questions!

    Which User1? That column exists in several tables used by 08.030 - Batch, ARDoc, ARTran (in fact possibly a couple of different instances of ARTran from memory.)

    Which one are you referring to?

    Barry

  • Community Member Profile Picture
    on at

    08.030.00 has 2 table Batch and ARDoc.

    You must make sure the field should not be use yet

    you can using customize mode in 08.030.00, right click (mouse) and then choose Insert Object Wizard

    If you familiar with VB i'm sure you can continue next step.

    you must know what type of data, length and choose the right field (user1 to user8)

  • C Conner Profile Picture
    310 on at

    I wasn't aware that there was more than one User1 field for ARTran.  We currently populate data in the User1 field for ARIN and would like to use the same data for ARPA so that when we run reports on this field all of the transactions with associated data in this field will be captured.

  • Barry Flynn Profile Picture
    3,090 on at

    <<  wasn't aware that there was more than one User1 field for ARTran.

    There is only one User1 in ARTran.

    I don't think you had said that it was the ARTran table that you were dealing with.

    (The 08.030 screen works with several different tables.)

    OK...

    I'm not sure how familiar you are with customizing a screen.

    These comments are fairly brief.

    There is a lot of documentation in the help system if you want to look there.

    First - do you have any existing customizations to 08.030?

    If so - export them, and hold the exported files.

    Then, if it all goes wrong, you can import those files and get things back theway that they were.

    Then decide which Level you want to work at.

    All Users?

    Self?

    Something else?

    Then go into Administration/Set Customize Level and choose that Level.

    Now open 08.030 and go into Customize Mode, then the Insert Object wizard.

    Choose  textbox.

    CVhoose the ARTran table (its about 8 items down the list of tables.

    Don't choose ARTran3 which is higher up the list - that will be a different Instance of the table.

    Likewise don't choose ARTran1, ARTran2 which are below it.

    Then choose to bind it to Level 2 (Transaction).

    Then Apply, and drag the new field to the grid area of the screen, abd set the required size of the field.

    Add a label in a loosely similar way.

    In grid view, it is the TabIndex property which decides the location of the new column in the grid.

    Then Customize/Save Changes and come out of customize mode.

    Hope that helps.

    Barry

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics SL (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans