Document Numbering - how to show 'Transaction #' in all documents screen?

[Former Member]

Hi, Experts,

In the A/R Invoice and A/P Invoice screen, only 'Primary' 'No' is shown, Could I also have a field that shows 'Transaction #' of this invoice?

For example,

Primary No. 288 in A/R Invoice - - - refer to No.288 A/R Invoice, the responding Transaction # is 3722.

I think I need to add a field. Please advise me how to get it.

Thanks!

Lorrie

[Former Member · Accepted solution]

Hi Lorrie,

You need to add an User Field through Manage User Field under Tools. Select Market Documents - Title to add your field.

Use View - User Defined Field to bring it up. Suppose you named it TRANSID.

You hae to create a query such as:

Select T0.TransID from OPCH T0 Where T0.DocNum = $[$4.0.0]

After saving the query, you can click your TRANSID field and go to Tools - Search Function - Define. Then Search by saved query. Double click the empty line to bring up query manager and select the query you just created.

My example is for AP invoice. Change OPCH to OINV for AR Invoice.

Thanks,

Gordon

[Former Member · Accepted solution]

In query, T0.DocNum, is not enought because you must consider also the "series".

In fact they could be more same numbers.

[Former Member]

Dear Lorrie,

Please use the following query to resolve the issue :

SELECT T0.[TransId] FROM OINV T0 WHERE T0.[DocNum] = $[OINV.DocNum]

Note : The Transaction number of the invoice will be created only after the invoice document will

be added successfully.

So you can set the above fomatted search to refresh regularly as per the Creation Date.

So after each invoice document will be added to the database, the value of the UDF field with the above formatted

search will be updated with it's transaction number.

Regards,

Rakesh Pati

SAP Business One Forum Team

[former_member187989]

Create a numeric user defined field (UDF) apply formatted search (FMS) using search by query option.

Select T0.TransId From OINV T0 
Where T0.DocNum = $ [$20.1.0]

Jeyakanthan