Inventory Control > Setting Up Inventory Control > Optional Fields > About Using Optional Fields in Transactions

About Using Optional Fields in Transactions

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I/C Optional Fields Screen

Setting Up Optional Fields for Inventory Control Items and Transactions

Setting Up Inventory Control

Optional fields are custom fields that you can use to store additional information with Inventory Control items and transactions. You can define an unlimited number of optional fields for transaction entries, transaction details, and items.

Before you can use optional fields in Inventory Control transactions, transaction details, and items, you must:

  1. Add system-wide optional fields using the Optional Fields screen in Common Services.
  2. Assign optional fields to Inventory Control transactions, transaction details, and items using the I/C Optional Fields screen; (open Inventory Control > I/C Setup > Optional Fields).

If you want Inventory Control to pass optional field information to General Ledger along with G/L transactions you must:

If you use the same optional fields in Inventory Control transactions, optional field data is passed as default entries from one transaction to the next transaction in the transaction cycle, such as from shipments to returns:

Editing optional field information in transactions

When you enter a new transaction, Inventory Control uses the optional fields that are marked for automatic insertion in that type of transaction, and displays their default values if any were assigned.

You can add, edit, or delete optional fields for a transaction. However, you can only add optional fields that are set up for the particular type of transaction or transaction detail in the I/C Optional Fields screen.

You can also change the value that appears for an optional field.

Note: Changing the information in any of the optional fields has no other effect on the transaction.