Set and define Custom Fields

The Configuration Manager gives you the option of creating and defining custom fields unique to your business. These fields can appear on several windows. This includes Business Activities, Customer Information, Sales Order, Sales Order Detail, Sales Invoice, Sales Invoice Detail, Product Information, Purchase Order and Purchase Order Detail windows.

Setting and Defining Custom Fields Basic Steps

  1. Select File > Configuration Management from the Acctivate desktop to open the Configuration Manager.
  2. Select the Custom Fields folder.
  3. Click the Edit button to begin creating custom fields.
  4. In the Form field make the appropriate selection for your custom field.
  5. Click the Add button in the Custom Fields section. The word New will appear, in the Field Properties section place your cursor in the Name field.
  6. In this Name field, type the field ID you want the system to use.
  7. In the Caption field, type the name that you would like to have displayed in Acctivate.
  8. Select the field Type of information you want stored in the Custom Field.  You may choose from the following types:
    • Text (alpha numeric)
    • Numeric (numbers only)
    • Currency
    • Checkbox
    • List (drop-down list)
    • Date
  9. Follow the steps below for each type of Custom Field.
    CustomFields1
Numeric, Currency, Checkbox or Data custom field
  1. Click the Add button in the Custom Fields section. The word New will appear, in the Field Properties section place your cursor in the Name field.
  2. In this Name field, type the field ID you want the system to use.
  3. In the Caption field, type the name that you would like to have displayed in Acctivate.
  4. Select the field Type
  5. Click Save if finished or Add to repeat process adding additional custom fields.
Text custom field
  1. Click the Add button in the Custom Fields section. The word New will appear, in the Field Properties section place your cursor in the Name field.
  2. In this Name field, type the field ID you want the system to use.
  3. In the Caption field, type the name that you would like to have displayed in Acctivate.
  4. Select the field Type
  5. Enter the maximum number of characters you expect will be needed in the Length__characters box.  Acctivate will not allow entry of more characters than you have defined.
  6. Click add in the Custom Fields section. The word new will be replaced with the name you chose in the Name field of the Field Properties section.
  7. Click Save if finished or Add to repeat process adding additional custom fields.
List custom field
  1. Click the Add button in the Custom Fields section. The word New will appear, in the Field Properties section place your cursor in the Name field.
  2. In this Name field, type the field ID you want the system to use.
  3. In the Caption field, type the name that you would like to have displayed in Acctivate.
  4. Select the field Type of List
  5. Enter the maximum number of characters you expect will be needed in the Length__characters box (Acctivate will not allow entry of more characters than you have defined).
  6. An additional field called List ID will appear (this will have no options available a list has not been defined in the Lists section below).
  7. To define a List ID Click the Add button in the Lists section below.  A window will appear and allow you to name the New Custom List (this will be the name that appears in the List ID above).
  8. Click in the first blank line of the List Items section to add items to be selected by your users.  Once you add an item, a new line will appear below. Enter as many list items you need for the Custom List.
  9. Now, select the List ID in the Field Properties section above.
  10. Click Save if finished or Add to repeat process adding additional custom fields.
    List

When finished perform any one of the following steps

  • When finished with custom fields, click the Save button and view your on the form in which you selected to add the new custom field. The new custom field will display on the Custom tab of the window you selected above.
  • To remove a custom field, click the Remove button under the Custom Fields.
  • To create a custom field in a different form, select the appropriate form and repeat steps above.
Posted in Configuration - Last modified on March 2, 2016Lauren Stine
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