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How to extended Tables in Epicor?

Sometimes you need more fields because the available custom fields are not enough to handle your required customization. 

To solve this issue, Epicor has Extended User Defined Table Maintenance utility which helps you to create user-defined tables and add the additional fields to this new table.

By using this utility you can create a new UD table for any existing table and the new created UD table will be empty with two columns (SysRowID and ForeignSysRowID) and you can add a custom fields as you need.

The new UD table will be associated with the extended table with columns SysRowID and ForeignSysRowID.

These new fields will not be available to use on customizations until you run the UD Schema update utility and to do this you have to ask the Epicor Administrator to accomplish this if you don't have access to the Epicor Server. This utility will update the physical database schema.

The admin will use the Epicor Admin Tool to access this utility and update the schema.

Notes:
1- If you want to upgrade Epicor to a new service pack or new version you also must to run the UD Schema update utility.
2- You can apply the security for these custom fields for specific users and groups through the Field Security Maintenance.

Example: if you want to extend the Part table so the new UD table created will be Part_UD and you can link this table with Part table using SysRowID in Part table with ForeignSysRowID in Part_UD table.

Below is how to link the Part table to Part_UD table.
Part. SysRowID = Part_UD. ForeignSysRowID


See how to do this in Epicor:


 Run the System Management > Utilities > Extended UD Table Maintenance






I added a new custom column as you can see below:

Comments

  1. Hello, i 'a m looking to add a UD with quote as i want a drop down box for FOB - will i need to link the quote table to quote_UD table.

    ReplyDelete
    Replies
    1. No you don't need to link quota to quote_UD table. You can use one of the UD fields in quote Hed or Dtl tables as per your need.

      Extend the quote table if you already used all UD fields in quote table and you want to add more UD.

      Delete
    2. thanks for that,

      I have that i'am unable to see the quote_UD table with in the EpiBinding so i' am unabel to link the table.

      Delete
    3. Hello. it seems my ud fields are not within Epi binding even after updating the UD Schema

      Delete
    4. After you add user-defined tables and fields, launch the Data Administration menu and run the UD Schema Update utility to update the physical database schema. These fields will then be available to use on customizations.

      In the customization you will not see the quote_UD but the fields of extended table will be in the same table quote.
      So look for the fields in the quote table.

      Hope this will help you.

      Delete
  2. Hi There/ We're on Epicor Eclipse 9. How do I access this to add custom fields? Also, can I add lookup fields from one data table to another?

    ReplyDelete

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