Copy Formatted Searches From Sales Order To AR Invoice

[former_member247972]

I have a series of formatted searches attched to the Sales Order. Is there a way to copy these to another document program like the AR Invoice without having to manually assigning them to each individual field.

Thanks,

Tom Arnold - ECS

[former_member583013 · Accepted solution]

Thomas,

I don't think Copy Express is the tool for this. Copy express is mainly used to company Configuration, User Settings, PLD, etc from one company DB to another.

To copy FMS from one document type to another is a manual effort. You need to manually open the document and link the FMS.

Also make sure that the if the FMS has form refereces they should be Dynamic. What I mean is...If you are referencing the CardCode on the Sales Order...you SQL code should not have syntax $\[ORDR.CardCode]...This will only work on the Sales Order.

You need to make it generic....$\[$4.0.0]..this way it will refer to the Card Code when added to any marketing document.

Suda

[Former Member]

Hi Thomas,

You can try Copy Express.

Thanks,

Gordon