Mapping UDFs allows data to transfer or update from one table (like invoices, orders, or checks) to another (such as history tables). Correct mapping ensures UDFs can copy or update as needed.

• The Custom Office module (Customizer) is required
• Not all Sage 100 installations include this module
• Sage Customer Support doesn’t assist with customizations
  • Consult a Sage business partner or qualified consultant if needed
• Customizer training is available on Sage University (www.sageu.com)
• Not all tables support UDF creation or mapping

Verify Custom Office Installation

1. Open Library Master, Setup menu, System Configuration.
2. Go to the Modules tab.
3. Confirm you have Custom Office listed.

Access Help for Mapping UDFs

1. Launch and log into Sage 100 ERP.
2. Click the Help menu.
3. Select Help Topics.
4. Go to the Index tab.
5. Enter "map" or "map udf" in the search box.
6. Review step-by-step instructions for available UDF mappings.

Common UDF-Mapping Scenarios

• Accounts Payable Invoice Detail UDF to an Accounts Payable Invoice History Detail UDF
• Accounts Payable Invoice Header UDF to an Accounts Payable Invoice History Header UDF
• Accounts Payable Manual Check Detail UDF to an Accounts Payable Check History Detail UDF
• Accounts Payable Manual Check Header UDF to an Accounts Payable Check History Header UDF
• Data Entry UDF to a General Ledger Detail Posting UDF
• Inventory Management Transaction Entry Detail UDF to an Inventory Management Item Transaction History UDF
• Invoice Detail UDF to an Accounts Receivable History UDF
• Invoice Header UDF to an Accounts Receivable History UDF
• Item Transaction History UDF to an Item Warehouse History By Period UDF
• Master/Repeating Purchase Order Detail UDF to a Standard Purchase Order Detail UDF
• Master/Repeating Purchase Order Header UDF to a Standard Purchase Order Header UDF
• Purchase Order Receipt Detail UDF to a Purchase Order Receipt History Detail UDF
• Return Merchandise Authorization Receipts Header and Detail UDFs to a History UDF
• Sales Order Detail UDF to a Purchase Order Detail UDF
• Sales Order Detail UDF to an Invoice Detail UDF
• Sales Order Entry Header UDF to a Sales Order Invoice Header UDF
• Sales Order Header UDF to a Purchase Order Header UDF
• Sales Order Invoice Detail UDF to a Common Information Item Transaction History UDF
• Sales Order Invoice Detail UDF to an Inventory Management Item Customer History By Period UDF
• (See Help for a full list.)

For example, If you add a UDF to SO_SalesOrderHeader or SO_SalesOrderDetail, the system creates the same UDF in SO_SalesOrderHistoryHeader or SO_SalesOrderHistoryDetail.

 NOTE: Add the UDFs to the Sales Order and Quote History Inquiry window to make them visible. 

Important Notes

• Use the same UDF Name in each table for mapping to work.
• To display UDFs in task windows, modify screens using Customizer Selection.
• Setting a UDF as Required makes it required in all company codes.
• For UDFs on custom Crystal Reports, add them in the data dictionary for the report’s table.

Find or access other Crystal Reports resources and help for Sage 100
Create User-Defined Fields (UDFs) in Custom Office
Add a UDF to a custom Crystal Report form or report
Add a UDF (user-defined field) or standard field to a task window, panel, or screen