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User Defined Field Schema Selector Issues

H
Jr Varsity III
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Hi All,

I have been adding some User Defined Fields to our AP Invoices today. I would like the user to be required to select from a list of Sales invoices for one of them so I used the Schema Selector option. However, nothing shows in the list for the selection.

I have read this previous topic, but I’m not sure I understand if I’m using an Attribute or a UDF as I am setting up both.

 

I began by creating an Attribute:

Attribute

And then a UDF, however nothing shows in the drop down menu.

 


Can anyone give me any hints?

Thank you.

Helen​​​​​​​

Best answer by Laura02

Hello,

I think your Attribute is properly set up and correctly attached as a user-defined field.

I suspect the Invoice # lookup list is blank because the ARInvoice table has a Composite Primary Key: we need both Document Type and Reference number, to look up an ARInvoice document.

I wonder if a customization is required, to achieve a successful Lookup in this case. We need some help from more experienced developers/customizers to be certain… an expert will come along soon to confirm or contradict, and add details for you. 🙂

Laura

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Helen
    Laura02
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      kokjietan
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    Laura02
    Captain II
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    • Laura02
    • Captain II
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    • Answer
    • February 10, 2024

    Hello,

    I think your Attribute is properly set up and correctly attached as a user-defined field.

    I suspect the Invoice # lookup list is blank because the ARInvoice table has a Composite Primary Key: we need both Document Type and Reference number, to look up an ARInvoice document.

    I wonder if a customization is required, to achieve a successful Lookup in this case. We need some help from more experienced developers/customizers to be certain… an expert will come along soon to confirm or contradict, and add details for you. 🙂

    Laura

    Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
    Chris Hackett
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    • Chris Hackett
      Chris Hackett
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    • kokjietan
    • Semi-Pro II
    • 81 replies
    • March 14, 2024

    Anyone managed to solve this issue?

    POOrder selector works eventhough it requires OrderType and OrderNbr, so we are not sure why it doesn’t work for APInvoice or ARInvoice selectors.

    RohitRattan88
    Acumatica Moderator
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    • RohitRattan88
    • Acumatica Moderator
    • 253 replies
    • March 21, 2024

    @hgilbert and @kokjietan , @Laura02  is correct. you are gonna have to use customizations for such UDF.

    following were the engineering comments last time such issue as reported:

    “selector for RefNbr depends on the DocType parameter.
    When the parameter is missing, selection will be based on the Default Type as configured in Preferences
    they can add such field only via code customization now, it is not possible to add it using UDF    ”

    Laura02
    Chris Hackett
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      kokjietan
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      hgilbert

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