View 'User Defined Fields' defined in Order (Accounts)

 

Content was last updated in 06.01.01-00

Revision History

 

 

Support to view all the UDF fields defined in R2 > Accounts > Order in Planning Order. Any number of UDFs can be created in R2 for the Order module.

Post Screen design changes in Planning Order, the UDFs in R2 can be viewed in the Planning Order header as shown below.

 

Please reach out to Unibiz PM to create required UDFs to displays in Planning Order window.

 

Sample Workflow

  1. Ensure UDFs are created in R2 > Accounts > Order.

Figure 1.0: UDFs created in R2 Order

 

  1. Open Planning Order, and navigate to Other tab. You can see the UDFs defined in R2 Order.

Figure 1.1: Sample UDFs Created In R2 Under Order Module