Examples of Optional Fields

In the Optional Fields For field, select the type of record or transaction for which you are defining the optional field. The following table lists the choices, and describes where you will be able to view and assign them after this setup.

Optional fields defined for Transactions, Transaction Earnings/Deductions, Transaction Taxes, Transaction PJC Details (if your useSage 300 Project and Job Costing), and Payroll Processing, are passed to General Ledger, if set up properly.

Optional field choices

Optional Fields For:

After setup, you can assign the optional fields on the:

Employees

Optional Fields tab of the Employee Payroll window. These optional fields apply to the overall employee record.

Employee Earnings/Deductions

Pay tab of the Employee Payroll window. These optional fields apply to the employee’s earnings or deductions only.

Employee Taxes

Taxes tab of the Employee Payrollwindow. These optional fields apply to the employee’s taxes only.

Earnings/Deductions

Optional Fields tab of Earning/Deduction Codes window.

Taxes

Optional Fields tab of the Taxes window.

Optional Fields tab of both the Federal and State Tax Codes window and the Local/Other Tax Codes window.

Timecards

Optional Fields tab of Timecard window and the Employee Timecard window.

Timecard Earnings/Deductions

Earnings/Deductions tab of Timecard window, and Earnings/Expense tab of the Employee Timecard window.

Timecard Taxes

Taxes tab of Timecard window.

Timecard PJC Details
(if using Sage 300 Project and Job Costing)

Project and Job Costing Details window (which opens from the Jobs field on the Earnings/Deductions tab of Timecard window, and Earnings/Expense tab of the Employee Timecard window)

Manual Checks

Optional Fields tab of Manual Checks window.

Manual Check Earnings/Deductions

Earnings/Deductions tab of Manual Checks window.

Manual Check Taxes

Taxes tab of Manual Checks window.

Manual Check PJC Details
(if using Sage 300 Project and Job Costing)

Project And Job Costing Details window (which opens from the Jobs field on the Earnings/Deductions tab of Manual Checks window).

Transactions

These optional fields can be automatically assigned by the Calculate Payroll task and process manual check functions.

Transaction Earnings/Deductions

Same as Transactions.

Transaction Taxes

Same as Transactions.

Transaction PJC Details
(if using Sage 300 Project and Job Costing)

Same as Transactions.

Payroll Processing

Optional Fields tab of Calculate Payroll window, and on the Process Manual Check window.