- Inventory Control > I/C Transactions.
- Open Receipts, Shipments, Internal Usage, Adjustments, Transfers, or Assemblies.
- Enter a transaction.
- Do one of the following:
- To enter optional fields that apply to the transaction as a whole:
In the top section of the screen, click the Optional Fields Zoom
- To enter optional fields that apply to an individual transaction detail:
In the Details table, select a transaction detail, and then click the Optional Fields column heading.
- To enter optional fields that apply to the transaction as a whole:
Overview
Use the I/C Optional Fields screen to enter information in optional fields.
Optional fields may apply to a transaction as a whole, or to an individual transaction detail. There is a separate version of this screen for each of these types of optional fields:
- Optional fields for transactions. If optional fields are set up for use in this type of transaction (applying to the entry as a whole), you can enter information in these fields by clicking the Optional Fields Zoom
- Optional fields for transaction details. If optional fields are set up for use in details for this type of transaction, you can enter information in the detail optional fields by selecting the detail line, and then clicking the Optional Fields column heading in the Detail table.
Note:
- Optional fields are available only if you have Sage 300 Transaction Analysis and Optional Field Creator.
- If information is entered in optional fields for a transaction detail, Yes appears in the Optional Fields column for the detail.
Optional fields can be set up to automatically contain information. If you have optional fields that are set up this way, Yes appears in the Optional Fields column for new transaction details.
- Optional field information can pass to the General Ledger—as long as the optional fields assigned to the transaction screens or transaction details are also assigned to the general ledger accounts.