Quote Header Created By

Kinetic ERP
1

Looking for some guidance on the best way to create a UDF for who Created a Quote. I have never created a UDF before and I am not sure of the best way to do this to have a field that shows who created it. I can’t understand why there is a changed by field but no created by field.

Any suggestions would be greatly appreciated.

2

When you create a new quote, you have to add a salesperson. This gets stored in the table QSapesRP.

3

If you’re trying to assign a salesperson, follow @NateS suggestion.

If you, for whatever reason, want to separate out the user who created the Quote from the salesperson who is getting credit for the quote (or to generally add these kinds of fields to tables that are missing them), the general steps are as follows:

  1. Search the built in help for “User Defined Column Maintenance” and follow the steps for creating the UD field and updating the data model. If you’re tagging user ID, make sure the length of the new column matches or exceeds the system’s DcdUserID length of 75 characters. I also tend to toss on a date field to capture the creation date. People kind of expect that alongside the user.

As a best practice, add new fields outside of normal biz hours. Also when MRP/scheduling isn’t running.

  1. Create a BPM on either a GetNew or Update method (or a data directive) that assigns the user and date stamp when a new header record is created. The user is available in the BPM context dataset.
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4

Thanks

That is what I was lookin for. I wanted who actually created the quote.