I/C Optional Fields Screen
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 the type of record or transaction to which you want to add the optional field.
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
Select Yes in this field if you want the program to display the optional field and its default value when you set up new records or enter transactions.
Select No if you do not want the optional field to appear automatically. (If the field is required, you should choose Yes.)
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 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.
Use the Finder to select the optional fields that you are adding. (Optional fields must be defined in Common Services before you can select them.)
You can add an unlimited number of optional fields to each record or transaction type, providing the optional fields are set up in Common Services for use in your system.
When you select an optional field code, the program displays the description for the optional field.
Double-click the Required column to change the setting to Yes or No.
If the optional field is required, it must be filled in during data entry before you can save the record 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 set, you must fill in the field before you can proceed.
If you choose Required, the Auto-insert field will change to Yes.
Double-click the Value Set column to show whether or not the optional field has a default value.
This column has two purposes:
- You must set the 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 I/C Optional Fields setup screen to set up optional fields for use in Inventory Control item records and transactions.
Once you have set up optional fields for Inventory Control, you can use them when you add new items and enter inventory transactions.
Setting up optional fields is a two-step process in Sage 300:
- Add system-wide optional fields to Sage 300 using the Optional Fields screen in Common Services (see your System Manager Help).
- Assign optional fields to the Items screen and to different types of Inventory Control transactions and transaction details using the I/C Optional Fields setup screen.