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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / SOP UDF Line level
Finance | Project Operations, Human Resources, ...
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SOP UDF Line level

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Posted on by Community Member Microsoft Employee

Is there a way to add User defined fields to the line level of a sales order that follows through to the invoice?

i need a check box, a number field and a date

Categories:
Microsoft Dynamics GP
  • Nattis Profile Picture
    Nattis 485 on at
    RE: SOP UDF Line level

    Yes,

    you can track the information via line vise.

    in the extender setup screen, set the following as key fields

    1) SOP Type

    2) SOP Number

    3) Line Seq Number

    4) Item Number

    once its configured, additional screen will pop up to track info.

  • Nattis Profile Picture
    Nattis 485 on at
    RE: SOP UDF Line level

    Dear Ali,

    I think, upto GP2010 Extenders comes along with the package. from 2013 onwards it get excluded from microsoft.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: SOP UDF Line level

    Thanks.  I've found the product.   Do you know whether the extra window for data entry can apply at the line level in SOP?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: SOP UDF Line level

    Thanks..  Is this something from within GP or a paid add-on?.  Apologies I'm a complete novice where GP is concerned so not sure what is available to me.

  • Nattis Profile Picture
    Nattis 485 on at
    RE: SOP UDF Line level

    Dear AliB

    Apart from Customisation, you can use Extenders(3rd party product) to achieve this.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: SOP UDF Line level

    Thanks.  Is this something available to use ?

  • Suggested answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 11,003 User Group Leader on at
    RE: SOP UDF Line level

    Yes, through customization via Dexterity.

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