Changing Optional Fields

If you use exactly the same optional fields in vendor records and on payments, the program assigns the optional field values used in the vendor record to the payment.

You can accept or delete the optional fields that appear as defaults, and you can add other optional fields that you have set up for payment documents. You can also change the optional field values used in the entry.

To check or to change the optional fields and values for a payment:

1. Open Accounts Payable > A/P Transactions > Payment Entry.
2. Click the Edit link beside the Optional Fields option.

   The Optional Fields modal screen appears, displaying any optional fields that are marked for automatic insertion on new payments.

3. On the A/P Optional Fields screen, add or delete optional fields for the payment document.

   You can add any optional fields that are defined for invoice details. You can also change the default values that appear, as follows:

   • If the optional field is validated, you must specify a value that is defined for the optional field. If the optional field allows blanks, you can leave the value field blank.
   • If the optional field is not validated, you can select a predefined value, or you can enter any value that is consistent with the type of field (for example, amount, text, yes or no), providing your entry does not exceed the length permitted for the field.