Our A/R department has been pasting a standard payment terms text block into order comments. We’re creating a customization that takes interest rate (UD field in Terms), terms, and order balance to do deferred revenue for promissory notes.
What’s the best way to save this terms template to be used for order comments? One idea our developer suggested would be to create an x(1500) UD field on ARSyst. I’d love to use User Codes, but that’s not big enough… It’d be nice not to hard-code it into the customization, but that’s an option as well.
Alternatively, I’ve attached PDF documents to the whole company (via Company config) and used a breaking and routing routine to grab it when the user prints the PO/Invoice/SO etc. I personally like that better because then someone can properly format the legal doc rather than me dumping plain text into the system.
Just FYI, if you create a UD field as x(1000) format, it will actually turn into an nvarchar(max) in the backend which gets you a billion characters or something insane like that.
You can use the UserCodes, just put it into 3 different user codes with the same CodeTypeID; 1 UserCode for each section separated by **********************************, and add them using something like:
var termsBlock = Db.UDCodes.Where( x => x.CodeTypeID == "TermsBlock" );
To get the whole set, and then you can get a single text block by adding the UDCodes.LongDesc for each code.
