R2 Core

Add User Defined Data From Order (Account) Into Planning Order Screen

Reference No: R2-13318

Version No: 06.01.00-00

Details

  1. View all UDF fields of Order in Planning Order

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

Please work with Unibiz PM to create the required UDFs in Planning Order Screen.

Prerequisite:

  1. UDFs are created for the Order as shown below.

image-20231026-093458.png
Figure 1.0 Multiple UDFs are created within an Order

Sample Workflow:

  1. Open Planning Order, and navigate to UDF tab

Configured UDFs in the screen design are available in the UDF tab.

image-20231026-093544.png