Using Optional Fields in Transactions

If you use Transaction Analysis and Optional Field Creator, you can use optional fields in transactions.

Optional field information from Inventory Control transactions is passed to General Ledger with G/L transactions if:

  • You specified in the optional field setup record that optional field information will be passed to the General Ledger account.
  • You used the same optional fields in the transaction header and transaction details as you assigned for transaction details in the General Ledger account record.
  • Make sure that the optional fields you want to use in Inventory Control transactions are defined in Common Services.

  • Assign optional fields to the transaction entry screen using the I/C Optional Fields setup screen.

    If you want Inventory Control to pass optional field information to General Ledger along with G/L transactions:

    • Assign the same optional fields to Inventory Control transactions as used for the associated accounts in General Ledger.
    • Make sure that the optional field settings indicate the type of accounts to which optional fields will be sent.

To add optional fields to a transaction header:

Note: Optional fields that you assign to a transaction header apply to the transaction as a whole.

  1. Open the Inventory Control transaction screen. More...

    Open Inventory Control > I/C Transactions >  Adjustments or Assemblies or Internal Usage or Receipts or Shipments or Transfers.

  2. Fill in the transaction header as usual, and then click the Optional Fields Zoom Zoom button button.

    Inventory Control displays optional fields that are set up for automatic insertion in this type of transaction, along with their default values.

  3. In the Optional Field column, click the Finder, and then select an optional field from the list that appears.
  4. In the Value column, click the Finder, and then select a value from the list that appears. (Values are the values assigned in Common Services when the optional fields were created. If none appear, you can add a value or leave it blank.)

To add optional fields to a transaction detail:

Note: Optional fields that you assign to a detail line apply only to the particular transaction detail.

  1. Open the Inventory Control transaction screen. More...

    Open Inventory Control > I/C Transactions >  Adjustments or Assemblies or Internal Usage or Receipts or Shipments or Transfers.

  2. Select an existing transaction, or enter a new one, as usual.
  3. Select the detail line in the detail table.

  4. Click the Optional Fields column heading.

    Inventory Control displays optional fields that are set up for automatic insertion in this type of transaction detail, along with their default values.

  5. Using the Finders, select optional fields and values.
  6. Click Close.

    Note: When you add optional fields, the entry in the Optional Fields column displays Yes and the Optional Fields check box is selected.

  7. When you have finished editing the transaction, click Save or Post.