UDFs in Marketting Documents

[RamBilasYadav]

Hi,

When I add an UDF in the Marketting Documents -> Row/Title it appears in all the marketting related documents.

How can I add it only for say AR Invoice.

I tried defining Category for the user defined fields. But then I will have to do it for all the documents one by one seperately as this category definitions are not available when I go to the next document type.

How shall I handle this ?

Thanx in advance.

With Regards,

Ram.

[Former Member · Accepted solution]

Hi Ram,

The UDF is correctly designed to apply to apply to all marketing documents in the event that say you start using the field in a sales quotation the informations will automatically carry forward to the sales orders, an automatically created purchase order and A/R Invoice etc.

For your issue you simply need to adjust the form settings in all documents where you will not be using the field.

It's a little work but just the way it is!

Jake