Set User Field Transfer Parameters
When you click Transfer in the User Fields Maintenance (XMO) program, you can set up user fields entered in one program to be available in another.
This topic has these sub-topics:
Requirements
Program Operation
Requirements
Setting up user field transfer parameters requires knowledge of PowerShift file structure. Contact your Support Representative for assistance.
User fields must be defined in the file you want to transfer to and must at least as long as the field in the "from" file.
Field types in the "from" and "to" files must be the same; i.e., you cannot transfer a string field to a date field.
A special program may be required depending how the "from" and "to" files are structured.
Some of the more common transfers than can be set up; no special program is required:
Memos in |
Maintained by program |
Can be transferred to |
Maintained by program |
C1A |
Customer Maintenance (CM) |
O1A
(Sales Order Header) |
Sales
Order Maintenance (OE) |
C1I |
Customer Item Maintenance (CIX) |
O1
(Sales Order Lines) |
Sales
Order Maintenance (OE) |
C1L |
Customer Contact (CLM) |
O1A
(Sales Order Header) |
Sales
Order Maintenance (OE) |
C1S |
Customer Ship-to Maintenance (CSM) |
O1A
(Sales Order Header) |
Sales
Order Maintenance (OE) |
I1AB |
Branch Item Maintenance (IMB) |
M1
(Bills of Material) |
Bill
of Material Maintenance (MPS, MPS1) |
I1AE |
Enterprise Item Maintenance (IM) |
M1
(Bills of Material) |
Bill
of Material Maintenance (MPS, MPS1) |
I1AEK |
Catalog Item Maintenance (IMK) |
O1A
(Sales Order Header) |
Sales
Order Maintenance (OE) |
O6A |
EDI/Sales Quote Maintenance (QOE) |
O1A (Sales Order Header) |
Sales Order Maintenance (OE) |
O6L |
EDI/Sales Quote Maintenance (QOE) |
O1 (Sales Order Lines) |
Sales Order Maintenance (OE) |
O8A |
RMA Maintenance (RMA) |
O1A
(Sales Order Header) |
Sales
Order Maintenance (OE) |
S1 |
Sales Rep Maintenance (SM) |
O1A
(Sales Order Header) |
Sales
Order Maintenance (OE) |
V1 |
Vendor Maintenance (VM) |
VP1
(PO Header) |
Purchase Order Entry (VOE) |
V1A |
Vendor Price Maintenance (VMM) |
VP1B (PO Lines) |
Purchase Order Entry (VOE) |
V1L |
Vendor Contact Maintenance (VLM) |
VP1
(PO Header) |
Purchase Order Entry (VOE) |
V4I |
Compliant Items by Manufacturer (VGMI) |
VP1B (PO Lines) |
Purchase Order Entry (VOE) |
Program Operation
Select the file that you want to transfer a user field to (i.e., the "to" file) and define the field that will contain the transferred information. It must be the same type and at least as long as how it is defined in the file it will be transferred from (i.e., the "from" file).
From the list of user fields for the "to" file, click Transfer and then click Add. Enter or change data in the following fields:
Field Name |
Type / Max Length |
Action / Description |
From file |
Required |
Enter the name of the file you want to transfer user fields from. |
Auto-xfer user fields |
Optional |
Select to populate the user fields when a new record is created. |
Allow manual xfer |
Optional |
Select to allow the operator to populate the user fields by clicking Transfer. If you select both auto and manual transfer, the operator will be able to re-populate the fields by clicking Transfer when user fields in the "to" file are maintained. |
Custom program |
Conditional |
Select the special program if If "from" and "to" file structure is such that fields cannot be mapped. |
Map ... memo [1...25] to file-name memo |
Required |
A least one map value must be entered. You can map any defined memo field in the from-file to any similarly defined (i.e., same type and length) field in the to-file. |