Optional Fields and Values (vendor and vendor groups)

Optional Fields and Values (vendor and vendor groups)

Optional fields are available if you installed Sage 300 ERP Transaction Analysis and Optional Fields Creator.

Optional fields that you set up for automatic insertion in vendor group and vendor records automatically appear, along with their default values, on the Optional Fields tab of the:

• Vendor Groups form when you add a vendor group.

You can accept the optional fields that appear or you can delete them, and you can accept or change any default values that appear.

• Vendors form when you add a new vendor.

If the optional fields match those used by the vendor group, values from the vendor group record appear as defaults. Otherwise, the default values from the optional field record are used.

You can accept or change the default values that appear for optional fields in vendor group and vendor records, or you can delete them, and you can accept or change any default values that appear. You can also add different optional fields that you have set up for use with the respective form.

If an optional field requires validation, you can select only a value that is assigned to the optional field in Common Services. (If the optional field allows blanks, you can leave the default value field blank.)

If the optional field does not use validation, you can select a value from Common Services, leave the field blank, or enter any value that is consistent with the type of field (yes/no, text, number, date, amount, and so on) and does not exceed the number of characters specified for the optional field.

The optional field data you enter in a vendor record appears on new invoices you enter for the vendor if you use exactly the same optional fields for vendors as for invoices.