Supplemental Fields

Menu Path:  Choose Billing & Receipts, then choose Reference Tables, then choose Location & Entities. Select Supplemental Fields.

Supplemental fields are fields defined by your organization to hold additional information for customer records and invoices. To make it easier for your users to enter data in supplemental fields, you can group similar supplemental fields on one page. Once you create a group, you can create the desired fields.

You can also edit or delete groups and fields. However, if a group has data entered against it, you cannot delete the group. Also, use caution when editing the names of those fields that contain data.

When you create a supplemental field, you give it a label, define the maximum data length, and enter field help for the user. You group supplemental fields so users can enter related information about an item using one window.

Add a Supplemental Field Group

1. Click Add New.
2. Enter the Item Code to define the type of item this supplemental field will be associated with. Type ALL or select a customer account.
3. The Item Category defaults to ALL if you selected ALL for the Item Code. If you selected a customer account for the Item Code, you may type ALL or select a single Item Category.
4. Enter a Description.
5. Click OK.

Add Supplemental Fields

1. Enter criteria identifying the records to list, then click Find.
2. Select the desired record, then choose Fields on the action bar.
3. Click Add New to display the Supplemental Field Definition page.
4. Create a Field Definition for each field you want to include in the group. For details, refer to the Fields section below.
5. Click OK.
6. If you want to create more fields, click Add New, and then repeat Steps 5-6.
7. Click OK.

Generate Supplemental Fields Reports

1. Click Print.
2. Specify how you want to generate the report, and then click OK. The report's default file name is supflddef.rpt.

Update Supplemental Fields

1. Enter criteria identifying the records to list, then click Find.
2. Select the desired record.
3. On the action bar, choose Fields.
4. Select the desired field, then click OK.
5. Update the fields as needed.
6. Click OK.

Delete Supplemental Field Groups

1. Enter criteria identifying the records to list, then click Find.
2. Select the desired record, then click Delete.
3. Click Yes.

Delete Supplemental Fields from a Group

1. Enter criteria identifying the records to list, then click Find.
2. Select the desired record.
3. On the action bar, choose Fields.
4. Select the desired field, then click Delete.
5. Click Yes.

Supplemental Field Definition Page