Adding Optional Fields to Records

You can add an unlimited number of optional fields to records and transactions.

1. Open the form you are adding an optional field to (for example, Transfers).

2. Click the Zoom button beside the Optional Field label to open the Optional Fields selection form. (The label remains dimmed, but you can still click the Zoom button.)

3. In the selection form, click the Finder in the Optional Field column, then choose an optional field from those that were defined in the I/C Optional Fields setup form.

If the Finder list is empty, no optional fields have been assigned for this particular task. You will have to open the Optional Fields form in I/C Setup to assign one.

4. Click the Finder in the Values field to select a value. The description appears automatically.

5. Click Close. You return to the form. Note that once an optional field has been added, a check appears in the box beside the Optional Field label.

6. Continue with the transaction, and either post it or save it for later posting.