- Accounts Receivable > A/R Setup > Optional Fields.
- Click the Edit icon
to the right of an optional field that is used with transactions.
Overview
You can - and should - restrict the flow of information that is passed to General Ledger when you post transactions that use optional fields.
Note: In order to be passed to General Ledger, the optional fields used in a transaction must also match the transaction details optional fields used for the G/L account.
This screen lists the General Ledger accounts affected when you post transactions for the selected transaction type. Select only the accounts that you want to receive the optional field information.
You need to consider carefully the purpose of the optional field:
- You should send values to General Ledger only for optional fields that require financial analysis, and only to accounts where they are required. For example, you might want to send optional fields that contain customer numbers or sales territories only to revenue accounts.
- You do not need to send optional field information for analysis that is performed only in Accounts Receivable.
If you routinely send all the optional fields you use in Accounts Receivable transactions, your General Ledger may become hard to use, and this may also considerably slow down processing.
If you use Sage 300 Project and Job Costing, you can also specify whether optional field information for job-related transactions will be passed to Project and Job Costing, if the optional fields match those used for billings or costs in that program.