Add UD filed from customer maintaness to Quote entry

[Ivyhan1995 (YanranHan)]

I want to add the UD Filed from Customer entry to Quote entry. Does any one know how to do it?

[Mike (Mike Watkinson)]

Do you want to just see it or have another ud field on your quote that defaults to the ud field in the customer master.

[Ivyhan1995 (YanranHan)]

I just want to see it in quote entry… I was trying to add it in customization. but I can not find this column.

[bordway (Bruce Ordway)]

@Ivyhan1995

I just want to see it in quote entry… in customization… I can not find

Yeah, doesn’t look like the Customer table is native to the Quote Entry form.
You could try adding a foreign key view (FKV)
Ref screen shots…

[Ivyhan1995 (YanranHan)]

Thank you so much!

[Carson (Carson Ripple)]

Or add it as a BAQ DataView.

Jose says #Always

BAQ Dataview Example Video

Here’s an example video of how to do a BAQ dataview. BAQ Dataviews are a great way to view related data onto a screen in Epicor. If you can link the data on the screen to the data you want to display in a BAQ you can display it. They are faster and more flexible than FKVs or embedded dashboards. [Epicor BAQ DataView] and the code. public void CreateOrderLineOnHandBAQDV() { orderLineOnHandBAQDV = new BAQDataView("OrderLineOnHand"); oTrans.Add("OrderLineOnHandBAQDV",orderL…