Inserting Optional Fields on Orders
Note:
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Optional fields must be assigned to the order form (using the Optional Fields setup form) before you can insert them on orders.
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Fields on the Optional Fields tab apply to the complete order.
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Fields on the Optional Fields popup form for a single transaction detail apply only to the detail.
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You require Transaction Optional Fields security access to insert or remove optional fields from O/E transactions.
To
insert an optional field for an order
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Open the Order Entry transaction form.
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Select a Customer Number, and fill out the fields on all the tabs as needed.
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Click the Optional Fields tab.
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Click the Finder in the Optional Field column and select an optional field from the list that appears. (The list displays optional fields assigned to Order Entry in the O/E Optional Fields setup form.)
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Click the Finder in the Value column and select a Value from the list that appears. (Values are the values assigned in Common Services when the optional fields were created. If none appear, you can add a value or leave it blank.)
To
insert an optional field for an order detail
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Tab to the optional field column in the transaction detail grid (or go to the Optional Fields checkbox on the zoomed transaction entry form (click the Item/Tax button).
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Click the Zoom button on the Optional Fields column (or beside the Optional Fields checkbox).
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Using the Finders, select optional fields and values.
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Click Close.
Note that the entry in the Optional Fields column changes from No to Yes when you add optional fields, and the Optional Fields checkbox is checked.
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Continue with the transaction, and post as usual.
If you use the same optional fields and values for invoices in Accounts Receivable (with exactly the same values), the optional field information from the Order Entry transaction appears with the transaction in Accounts Receivable.