Creating Optional Fields

Use the Optional Fields screen to define system-wide optional fields for your Sage 300 database. 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.

Install and activate Sage 300 Transaction Analysis and Optional Field Creator. If you do not do this, you cannot use optional fields.

To create an optional field:

  1. Open Common Services > Optional Fields.
  2. In the Optional Field field, enter a code to identify the optional field.
  3. In the 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.
    • 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. Click Add to save a new optional field, or click Save if you modified an existing optional field.

Add the optional field to the Optional Fields screen in each program, and then assign it to transactions in that program. For more information, see the help for individual programs.