Invoice
Entry -- Optional Fields Tab
The Optional Fields tab appears only if you use Sage ERP Accpac Transaction Analysis and Optional Field Creator (available separately), and you have defined optional fields for Accounts Payable invoices.
Use the Optional Fields tab on the Invoice Entry form to:
Check
the optional fields used on a document.
Accounts Payable displays the optional fields that you set up for automatic insertion on invoices, but you can change them or add other optional fields defined for Accounts Payable invoices.
- Assign different optional fields to a document.
- Check or change
the value
used for an invoice optional field.
Default values appear for the optional fields, as follows:
- If you assigned exactly the same optional fields to the vendor and remit-to location records as you defined for invoices, the optional field values for the remit-to location appear on the Optional Fields tab.
- If the remit-to location record and the vendor record use different optional fields, the optional field values from the vendor record appear as defaults for the invoice.
- If an optional field is defined for invoices, but is not assigned either to the vendor or the remit-to location, the program displays the value specified for the optional field in the Optional Fields record.
You use the Optional Fields setup form to define and assign optional fields for invoice headers and for invoice details. You can also mark for automatic insertion any optional fields you want to use as defaults when you add new invoices, debit notes, and credit notes.
- Automatically inserted invoice optional fields appear on the Invoice Entry Optional Fields tab when you add new documents. You can edit or delete the optional fields that appear on the tab, and you can add different invoice optional fields for specific invoices.
- Automatically inserted
invoice details optional fields are associated with each detail line.
The Optional Fields indicator field on the detail grid and on the Detail
Accounts/Taxes form shows whether optional fields are used with a particular
detail. To add, edit, or delete invoice detail optional fields, select
the detail, then click the Optional Fields zoom (
) button
to open a separate Optional Fields form that lets you change the optional
field information for the detail.
Note that if an optional field uses validation, you can select only entries that are defined for the optional field in Common Services.
For more information about entering invoice detail optional fields on invoices, see Entering Optional Fields on Invoices.
For information on a different Invoice Entry tab, click the corresponding link:
Click the links below for additional help on using the corresponding buttons:
Related Topics