# Syncing Custom UD\_Field Column in QuoteHed and QuoteDtl Tables

**URL:** <https://www.epiusers.help/t/syncing-custom-ud-field-column-in-quotehed-and-quotedtl-tables/114415>\
**Category:** Kinetic ERP\
**Tags:** bpm\
**Created:** [May 6, 2024, 9:01pm UTC](https://www.epiusers.help/t/syncing-custom-ud-field-column-in-quotehed-and-quotedtl-tables/114415 "2024-05-06T21:01:10Z")\
**Posts on this page:** 3\
**Page:** 1

<div class="post-metadata">

**Author:** ![AaronH](https://www.epiusers.help/letter_avatar_proxy/v4/letter/a/898d66/32.png) [@AaronH](https://www.epiusers.help/u/AaronH)\
**Post date:** [May 6, 2024, 9:01pm UTC](https://www.epiusers.help/t/syncing-custom-ud-field-column-in-quotehed-and-quotedtl-tables/114415/1 "2024-05-06T21:01:10Z")

</div>

We have a request to create a custom input, backed by a custom UD\_Field column. This column is going to be used alongside the quote number. Our current quoting system uses a number that represents the month, day, year, sales rep initials and quote count. (ie. 050624AH1) We are wanting to add this column to the QuoteHed table to have an in-house searchable query that sales reps are familiar with. Do we need to create a custom column definition for the QuoteDtl table to hold the same value as the QuoteHed table? If so, would we use a Method Directive operation to achieve this?

---

<div class="post-metadata">

**Author:** ![kve](https://www.epiusers.help/user_avatar/www.epiusers.help/kve/32/76150_2.png) [@kve](https://www.epiusers.help/u/kve)\
**Post date:** [May 7, 2024, 4:00am UTC](https://www.epiusers.help/t/syncing-custom-ud-field-column-in-quotehed-and-quotedtl-tables/114415/2 "2024-05-07T04:00:28Z")

</div>

I wouldn’t think you’d need to add the field to QuoteDtl. You could build a dashboard / report that includes the QuoteNum and the custom Quote field. The QuoteDtl records will link to the QuoteHed on QuoteNum.

---

<div class="post-metadata">

**Author:** ![AaronH](https://www.epiusers.help/letter_avatar_proxy/v4/letter/a/898d66/32.png) [@AaronH](https://www.epiusers.help/u/AaronH)\
**Post date:** [May 7, 2024, 1:56pm UTC](https://www.epiusers.help/t/syncing-custom-ud-field-column-in-quotehed-and-quotedtl-tables/114415/3 "2024-05-07T13:56:48Z")

</div>

Thanks for the advice, I’ll try that solution and get back with you if it worked.