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!

More SalesPad Tips

You may also like

Get Started with Smart Accounts ...
on February 26, 2021
business software

Smart Accounts Receivable KPIs  Why are Key Performance Indicators (KPIs) for accounts receivable ...

commentIcon 0 Comments
Staff Author
Days Sales Outstanding vs Accounts ...
on January 13, 2021
business software

We’ve discussed in detail both Days Sales Outstanding (DSO) and Accounts Receivable Turnover (ART) ...

commentIcon 0 Comments
Staff Author
What is Accounts Receivable ...
on December 16, 2020
business software

In a previous article, we discussed the importance of Days Sales Outstanding (DSO). Similarly, ...

commentIcon 0 Comments
Pamela McDaniel
What is Days Sales Outstanding ...
on December 1, 2020
business software

One of the most important metrics you can track in accounts receivable, Days Sales Outstanding ...

commentIcon 0 Comments
Pamela McDaniel
How to Calculate User Defined ...
on September 22, 2020
business software

  In this short video, we show you how to calculate user defined fields (UDFs) in SalesPad for ...

commentIcon 0 Comments
Staff Author
How to Use Customer Quick Reports ...
on September 8, 2020
business software

  In this short video, we show you step-by-step how to setup and run Customer Quick Reports in ...

commentIcon 0 Comments
Staff Author