Editing Optional Fields for an Invoice Detail

Optional fields that are set up for automatic insertion with invoice details appear as defaults when you add invoice details. You can edit or delete the fields that appear automatically, and add any optional fields that are set up for use with invoice details.

Before you start

Make sure that the invoice detail optional fields you want to assign are set up for your Accounts Payable system. For more information, see A/P Optional Fields Screen.

To change the optional fields for a document detail:

1. Open Accounts Payable > A/P Transactions > Invoice Entry.

2. Display the invoice that you want to edit, or enter a new invoice, as usual.

3. On the detail table, select the detail you want to change, and then click the Optional Fields column heading.

   Tip: You can also select the detail, then press Shift+F9.

   An Optional Fields screen appears, displaying any optional fields assigned to the invoice detail.

4. On the Optional Fields screen:

   • Add or delete optional fields for the detail, as required. You can add any optional fields that are defined for invoice details.

   • If necessary, edit the default values that appear.

     Note:

     • 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.
     • 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.

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