Trying to display a UD field from Project in a UD field on QuoteHed

[KMenz (Karen menzie)]

Hi Adrian, this thread might help.

Update QuoteDtl_UD field to Match part_UD field

I have read many similar posts on this but can’t get to a working answer. I have set up a required UD field on the Part_UD table to force anyone entering a new part to fill in which section it should belong to when quoted. (Our quotes print near enough like essays, full of subcategories). I am able to display this Part_ud field in the Quote line, so that the sales rep can see where to expect this line to appear on the quote, however this is via foreign key view customization. Ideally I would…

I wanted a ud field from the part table to pull into a quotedtl ud field, so that when you quoted a part, a text box on the quote line would populate with extra info about the part.

A user called Nancy gave me a working answer in the thread, maybe it can help in your case?

Karen