Map Custom Fields

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Map Custom Fields

Originally posted 17-10-2023 

Not all fields on an order are send between Intercompany Partners in the Intercompany App, and there might be some fields that you would like to have included or you have some custom fields.

With this Map Custom Fields it is possible to set up additional 10 specific fields to have send with the intercompany transactions on the document and for each line.

 

NOTE:

The setup is done in both companies for each Intercompany Partner, and Custom fields are only transferred from Sales company to Supply company  (not in opposite direction).

Customs fields are transferred at every release in Sales company.

 


Prior to version 23.0.202340.75598/23.0.202341.76363, any changes made in Sales company, after initial released to the corresponding intercompany company will not be updated and needs to be done manually.

 

Phase

Description

Navigation

Find Intercompany

Partner

Open the Intercompany Partner Card for your

Intercompany partner

In the Search Field

• Type Intercompany Partner

• Click on Intercompany Partner

 

Find the Intercompany Partner you want you

set up

• Click on the Code

Search bar displaying 'Intercompany Partners' with highlighted navigation option below.

Intercompany Partners data table showing supplier details and file locations.

 

Open IC Partner

Custom Fields

On the IC Partner Card click on:

• Related

• IC Partner

• IC Partner Custom Field

Menu options for managing IC Partner details in the SUPPLY01 interface.

Setting up fields

Here you setup the fields.

 

Direction: Can be Outgoing or Incoming. In the

Sales Company this is set to Outgoing, in the

Supply to Incoming

 

Record Type: The Table possible to choose

fields from: Sales Header, Sales Line,

Purchase Header or Purchase Line

 

Custom Field No: Specifies the number of the

custom field. The range is 1 to 10. When

mapping an outgoing field, the incoming field

you wish to map to, in the corresponding

intercompany company, must have the same

number.

 

Field No: The field from the chosen Record

Type you want to map. Click on the small

arrow to select from full list.

 

Field Caption: Is updated automatically from

the Fields No.

 

Validate: Specifies whether any validation

code that might exist for the incoming custom

field should be executed on update.

When done switch Company and do the setup

here as well.

Dropdown menu showing options for call direction: Incoming and Outgoing.

Dropdown menu showing options for selecting document type: Order or Return Order.

Dropdown menu displaying options for record types including Sales and Purchase headers.

Table displaying custom field numbers in ascending order for data organization.