About Customer Optional Fields

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When you add a new customer record, optional fields that are set up for automatic insertion in customer group, national account, and customer records appear automatically on the Optional Fields tab, along with their default values, as follows:

If the customer belongs to a national account, and if the optional fields match those used by the national account, the values from the national account record appear as defaults.
If the customer does not belong to a national account, and if the optional fields match those used by the customer group, values from the customer group record appear as defaults.

You can accept the optional fields that appear or you can make the following changes:

Delete optional fields.
Assign additional optional fields that you have defined for customers, national accounts, and customer groups.
Change any default values that appear in the optional fields. More...
You can change the default value that appears for an optional field:
- If the optional field is validated, you must specify a value that is defined for the optional field on the Optional Fields screen in Common Services.
  Note: If the optional field allows blanks, you can leave the value field blank.
- If the optional field is not validated, you can enter any value that is consistent with the type of field (such as yes/no, text, number, date, or amount), providing the value you enter does not exceed the length permitted for the field. You can also leave the field blank.
When you specify a value that is defined on the Optional Fields screen in Common Services, the description for the value is also displayed.