Creating Optional Fields

Optional fields let you customize Sage 300 by storing additional information with records and transaction details in any or all of the Sage 300 applications you use.

For example, you could add optional fields that let you specify a Discontinued Date for discontinued items, or a Reviewed By field for transactions that require review.

Use the Optional Fields screen to create system-wide optional fields for Sage 300. Once you have created optional fields for your system, you can add them to each of the applications in which you want to use them.

Note: After making changes to program options (on Options screens) or optional fields (on Optional Fields screens), you and all other users must sign out and sign in again to apply the changes.

To create an optional field:

1. Open Common Services > Company Setup > Optional Fields.
2. In the Optional Field field, specify a code to identify the optional field.
3. In the Optional Field Description field, enter a description for the optional field.
4. In the Type field, specify the type of optional field to create.
5. To control the values that can be entered in the field, select the Validate option, and then enter values in the detail table. If you select the Validate option, only the values in the detail table can be entered in the field.
   Notes:

   • If you clear the Validate option, any value can be entered in the field, or the field can be left blank.
   • If you select Yes/No as the field type, the Validate option and the detail table do not appear.
6. To allow users to leave the field blank, select the Allow Blank option.
7. Click Save.