I/C Optional Fields Screen
About Using Optional Fields in Transactions
Using Optional Fields in Transactions
Setting Up Optional Fields for Inventory Control Records and Transactions
Select the item or type of transaction to have optional fields. You can choose:
- Items
- Reorder Quantities
- Receipts
- Receipt Details
- Shipments
- Shipment Details
- Adjustments
- Adjustment Details
- Transfers
- Transfer Details
- Assemblies
- Internal Usage
- Internal Usage Details
- Item Serials
- Item Lots
The table displays the optional fields associated with the selected item or transaction type. If you want to add another optional field, first click Add Line to add a line to the table.
Select Yes in this column if you want the program to display the optional field and its default value when you set up new items or enter transactions. (If the optional field is required, this is automatically set to Yes.)
Select No if you do not want the optional field to appear automatically.
If you chose Yes in the Value Set column, enter or select the value (data) 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:
- Select a value that is defined for the optional field in Common Services.
- Leave the field blank.
- Enter another value. The value must be consistent with the type of field (such as text, number, date, amount) and must not exceed the number of characters specified for the optional field. For example, you can enter only Yes or No in a Yes/No field.
Specify the optional field that you want to use for the item or transaction. You can click and select an optional field. (Optional
fields must be defined in Common Services before you can select them.)
You can add an unlimited number of optional fields to each type, providing the optional fields are set up in Common Services for use in your system.
Displays the description of the optional field (which is defined in Common Services).
Click (the Settings button)
to open a separate screen where you specify whether this optional field will be included with transactions sent to General Ledger and other subledgers.
Select Yes if the optional field is required; it must be filled in during data entry before you can save the item or transaction.
- If the field has a default value, you can save it with the default.
- If the field does not have a default value, you must fill in the field before you can proceed.
If you make an optional field a required field, it must also be inserted automatically in new items or transactions, so Auto Insert will also be Yes.
Displays the description of the default value (if the default value has a description defined in Common Services).
Select No if the optional field does not have a default value.
Select Yes if the optional field has a default value. You then specify the default value in the Default Value column. The Yes setting also lets transaction-entry clerks know the field contains default information.
Overview
Use the I/C Optional Fields screen to set up optional fields to use with Inventory Control items and transactions.
Setting up optional fields is a two-step process:
- Add system-wide optional fields using the Optional Fields screen in Common Services.
- Assign optional fields to Inventory Control transactions, transaction details, and items using the I/C Optional Fields screen.
- Make sure that no one else is using the Inventory Control data and that no other Inventory Control screens are open for the company before you try to set up or change the settings for the optional fields.
- 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.