Optional Fields Screen

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About Using Optional Fields in Transactions

Setting Up Optional Fields for Inventory Control Items and Transactions

Adding Optional Fields to Transaction Entry Screens

Overview

Use the Optional Fields screen to enter information in optional fields related to transactions.

Optional fields may apply to the transaction as a whole, or to an individual transaction detail. There is a separate version of this screen for each of these:

Note: Optional field information can pass to the General Ledger only if the optional fields are also assigned to the general ledger accounts.

Preparing to Use Optional Fields

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).