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Setting up Optional Fields

The Optional Fields window is available in Payroll Setup only if you use Sage 300 Transaction Analysis and Optional Field Creator.

Before you can define optional fields for use in payroll, you must first set them up for system-wide use in Common Services. For information on setting up system-wide optional fields, see the online help for Common Services.

To Define Optional Fields

From Payroll Setup, choose Optional Fields.
Complete the information for each optional field you plan to use in payroll.
The Settings button is available only if you are adding optional fields for transactions, transaction earnings/deductions, transaction taxes or payroll processing, and if you use Sage 300 Project and Job Costing, for transaction PJC details.
- The Settings button is available only if optional fields have been entered. To use it, enter an optional field code, move to another field, and then click the Settings button. This opens the Settings window.
  The Settings window lists all the groups of accounts that are affected when you post transactions of the type for which you are defining the optional field. Use the window to select the accounts for which you want to pass values to General Ledger when you post transactions that include the optional field.
  If you use Sage 300 Project and Job Costing, the Overhead account, labor account, and the External Cost Transaction option are also available for selection on the Settings window.
  If you select the External Cost Transaction option, the optional fields defined for Transaction PJC Details will be passed to Sage 300 Project and Job Costing, if they match the optional fields for External Cost Transactions defined in Sage 300 Project and Job Costing.
  Tip: If you want to retain optional field information from payroll transactions when you create batches for General Ledger, you must use the same optional fields for transactions in payroll as you use in General Ledger.
Click Add (or Save) to add the optional field.
You can now assign the optional fields to employees, earnings/deductions, or tax records, or use them in the types of transactions for which they are defined.