O/E Optional Fields Screen

  1. Open Order Entry > O/E Setup > Miscellaneous Charges.
  2. Beside the Optional Fields option, click the Zoom Zoom button button.

Use the Finder Finder button to select the optional field codes you want to use.

You can define an unlimited number of optional fields, providing the optional fields are set up in Common Services for use in your system.

Displays the description for the selected optional field code.

Enter or select the value that the program will display as the default for the optional field.

If the optional field you selected requires validation, you must select a value that is defined for the optional field in Common Services. However, if the optional field allows blanks, you can leave the default value field blank.

If the optional field does not use validation, you can do one of the following:

  • Select a value that is defined for the optional field in Common Services.
  • Leave the field blank.
  • Enter a combination of alphanumeric or special characters and spaces. The entry must be consistent with the type of field (text, number, date, amount, and so on) and must not exceed the number of characters specified for the optional field. In a Yes/No field, you can enter only Yes or No.

When you specify a value that is defined in Common Services, the program displays the description for the value.

Displays the description for the selected optional field value.

Double-click the field in the Value Set column to specify whether or not the optional field has a default value.

This column has two purposes:

  • You must set Value Set to "Yes" in order to set a default value for the optional field.
  • The "Yes" flag provides information to the transaction-entry clerk, letting them know if the field contains default information.

Overview

Use the O/E Optional Fields screen to set up and review optional field entries for miscellaneous charges.

Before you can add optional fields to miscellaneous charges, you must assign the optional fields to the O/E Miscellaneous Charges screen using the O/E Optional Fields screen.

To add optional item fields that were not set as automatically inserted, press the Insert key to add a new line to the grid, and then use the Finder Finder button to add the optional field.

Note: If an optional field is required, you cannot save the transaction unless the field has a default value, or until you fill in the field yourself.