How to Calculate User Defined Fields (UDFs) in SalesPad for GP

 

In this short video, we show you how to calculate user defined fields (UDFs) in SalesPad for Dynamics GP.  This process allows you to pull data from other fields in the database such as third party applications, extender values, or other general fields in Microsoft Dynamics GP.

SalesPad User Defined Fields

User defined fields allow you to create data fields within SalesPad, allowing you to customize your SalesPad experience and quickly access the data that matters most to you.

User defined fields are available for:

  • Contact tabs
  • Customer cards
  • Vendor cards
  • Item cards
  • Purchase orders
  • Purchase order lines
  • Purchase receipts
  • Purchase receipt lines
  • Sales documents
  • Sales document lines

You can create up to 30 UDFs per business object (Customer card, sales document, etc.).

Click below to learn more about the powerful features of SalesPad for GP and to find more helpful video tips just like this one!

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