Plz help don't know how to create a query and link it to a UDF

hi,
i am new to business one and however hard i am trying to use a query to link it to a UDF, it is not working. i think i am doing the whole thing wrong,so ill just post one problem i have and if any one of u can explain to me in steps i may be able to learn to link other queries and UDFs.so plz help me out .
problem:
i want to display the account balance of every customer/vendor whenvever i open a marketing document. i have created a UDF for the marketing documents in the title with name and description 'account balance'.
Now how do i link the customer/vendor name field to this UDF so that the query generated will show the account balance of the corresponding customer/vendor.plz tell me in steps as to what tables to choose ,what fields to choose, what conditions and relatoins to use in a query wizard
thank you

hi,
A/R invoice
for name UDF:
SELECT T0.CardName FROM OCRD T0 WHERE T0.CardCode = $[OINV.CardCode]
for balance UDF:
SELECT T0.Balance FROM OCRD T0 WHERE T0.CardCode = $[OINV.CardCode]
A/P invoice
for name UDF:
SELECT T0.CardName FROM OCRD T0 WHERE T0.CardCode = $[OPCH.CardCode]
for balance UDF:
SELECT T0.Balance FROM OCRD T0 WHERE T0.CardCode = $[OPCH.CardCode]
FOR OTHER FORMS ONLY CHANGE THE END OF THE QUERY FOR Example
$[OPCH.CardCode]
OPCH is the table name, change it to other table.
save the query and set it to customer code for refresh in A/R invoice
save the query and set it to Vendor code for refresh in A/P invoice
regards
sandip

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