Using Optional Fields in Transactions

You can use optional fields in transactions and transaction details to provide additional information about the transactions.

If the optional field information is used for financial analysis, you can have the information sent from Inventory Control transactions to General Ledger with G/L transactions:

• When you set up the optional field in the I/C Optional Fields screen, select the associated General Ledger accounts.
• Use the same optional fields in the transaction or transaction details as are assigned for transaction details in the General Ledger account.

To add optional field information to a transaction as a whole:

1. Open the Inventory Control transaction screen. More...

   • Open Inventory Control > I/C Transactions.
   • Open Receipts, Shipments, Internal Usage, Adjustments, Assemblies, or Transfers.
2. Select an existing transaction, or create a new transaction and fill in the transaction information.
3. Click next to the Optional Fields option and select Add/Edit.

   The Optional Fields screen displays optional fields that are set up for automatic insertion in this type of transaction, along with their default values.

4. For each optional field, specify the value in the Value column. (Values are the values assigned in Common Services when the optional fields were created. If none appear, you can add a value or leave it blank.)
5. If you want to add another optional field:
   1. Click Add Line to add a line to the table.
   2. In the Optional Field column, select another optional field that is authorized to be used with these transactions (as set on the I/C Optional Fields screen).
   3. In the Value column, enter the value for the optional field.

To add optional field information to a transaction detail:

Note: Optional fields that you assign to a detail line apply only to the particular transaction detail.

1. Open the Inventory Control transaction screen. More...

   • Open Inventory Control > I/C Transactions.
   • Open Receipts, Shipments, Internal Usage, Adjustments, Assemblies, or Transfers.
2. Select an existing transaction, or create a new transaction and fill in the transaction information.

3. In the table for the detail line where you want to specify the optional field information, click in the Optional Fields column.

   The Optional Fields screen displays optional fields that are set up for automatic insertion in this type of transaction detail, along with their default values.

4. For each optional field, specify the value in the Value column.
5. If you want to add another optional field:
   1. Click Add Line to add a line to the table.
   2. In the Optional Field column, select another optional field that is authorized to be used with these transaction details (as set on the I/C Optional Fields screen).
   3. In the Value column, enter the value for the optional field.

Published: September 11, 2020
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