PJC Optional Fields Screen

Select Yes in this field if you want the program to display the optional field and its default value on the screen for the type of optional field when you set up new records or enter transactions.

Select No if you do not want the optional field to appear automatically.

Enter or select the value 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 field codes you want to use for each type.

You can define an unlimited number of optional fields for each type, providing the optional fields are set up in Common Services for use in your system.

Note: If you want to retain optional field information from Project and Job Costing transactions when you create billings for Accounts Receivable or batches for General Ledger, you must use the same optional fields for transactions in Project and Job Costing as you use in Accounts Receivable and General Ledger.

When you select an optional field code, the program displays the description for the optional field.

Use this field to specify the type of record, transaction, or transaction detail for which you are defining the optional field.

You can make an optional field a required field, which means you must fill in the optional field during data entry before you can save the record or transaction.

If an optional field is required and has a default value, you can accept the value that appears or assign a different one, and then save the record.

If the optional field is required, but does not have a default value, you must fill in the field before you can proceed.

You can specify a default value for a required field, or not, when setting up the optional field.

If you make an optional field a required field, the Auto Insert field changes to Yes. Normally, you want required fields to appear automatically in the records or transactions for which they are defined.

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.