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Prevent SBO UI copying UDF values from base documents?

Former Member
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In SBO UI, you can create a document that is based on another document.

For example, you can create an invoice and copy the details of a delivery using the Draw Document Wizard. When you do this, the values in delivery-UDFs are carried over and the values in invoice-UDFs get overwritten.

Is there a way to prevent copying of UDF values from base document? Or is there a way to 'zap' fields after Draw Document Wizard is used?

Juha

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Answers (1)

Answers (1)

Former Member
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I cleared this issue by inserting a tag in the delivery-UDF field specifying that the info on the UDF is about delivery. When a similar action is taken on the invoice I insert a tag that indicates that the UDF info is about invoice. When the UDF field contents are carried over to the invoice I can check wheter the UDF contents are related to the delivery or to the delivery. Using DIAPI, of course.

Juha