Edit Optional Fields for an Invoice Detail

Sage ERP Accpac Accounts Payable 6.0

Edit Optional Fields for an Invoice Detail

Before you start

  • Display the invoice that you want to edit in the Invoice Entry form.
  • Be sure that the invoice detail optional fields you want to assign are set up for your Accounts Payable system. (See the Optional Fields setup form.)

To change the optional fields for a document detail:

  1. With the invoice displayed on the Invoice Entry form, select the detail, then click the zoom button ( ) in the Optional Fields column header. You can also select the detail, then press Shift+F9.

An Optional Fields form appears, displaying any invoice details optional fields that are marked for automatic insertion.

  1. Use this Optional Fields form to add or delete optional fields for the detail. You can add any optional fields that are defined for invoice details.
  2. You can also change the default values that appear, as follows:
  3. If the optional field is validated, you must specify a value that is defined for the optional field in Common Services. If the optional field allows blanks, you can leave the value field blank.
  4. If the optional field is not validated, you can select a predefined value, or you can enter any value that is consistent with the type of field (amount, text, yes or no, and so on), providing your entry does not exceed the length permitted for the field.