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DrillDown Icon Table of Contents Back
 . . . . . . . . . . . . .
DrillDown Icon Sales
DrillDown Icon Sales Management
DrillDown Icon Sales Order Management
DrillDown Icon Prerequisites
DrillDown Icon Introduction
DrillDown Icon Fields & Definitions
DrillDown Icon How To .....
DrillDown Icon Find a Sales Order
DrillDown Icon Edit A Sales Order
DrillDown Icon Add a Sales Order
DrillDown Icon Cancel a Sales Order
DrillDown Icon Delete a Sales Order
DrillDown Icon Link User Defined Fields to a Sales Order
DrillDown Icon Reports
DrillDown Icon FAQs
DrillDown Icon ManEx Minutes (SO)
DrillDown Icon Upload New Sales Orders
DrillDown Icon Customer Order Status
DrillDown Icon RMA Management
DrillDown Icon Sales Price List Information
DrillDown Icon Customer Information (CI)
DrillDown Icon Sales Representitive Information (SR)
DrillDown Icon Inventory Management
DrillDown Icon Material Planning
DrillDown Icon Production
DrillDown Icon Quality/Engineering
DrillDown Icon Administration
DrillDown Icon Accounting
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Link User Defined Fields to a Sales Order
The User Defined fields MUST be setup within Web ManEx.  For further detail see Article #5454.

The User Defined Fields can then be linked to a Sales Order or a line Item on the SO. 


To link a UDF to a Sales Order select a record in the ManEx Desktop, and select the UD action button (as displayed below).



The UDF for that section will then be displayed, and user can make changes (if applicable), Save & Exit or Cancel. 



To link a UDF to a Line Item on the SO select the line item, then select the UD action button that is located in the SO body (as displayed below)



The UDF for that section will then be displayed, and user can make changes (if applicable), Save & Exit or Cancel.






Article ID: 5662