Using Optional Fields
Purchase Orders supports Sage ERP Accpac's Transaction Analysis and Optional Field Creator, a separately licensed package that you can use with any edition of Sage ERP Accpac Advantage Series.
Optional fields provide exceptional flexibility. Optional fields let you customize your Purchase Orders system as much as you wish. You can use an unlimited number of optional fields to store more information with your purchase orders transactions (such as requisitions, purchase orders, receipts, and invoices).
Note: Like all other Sage ERP Accpac modules, Purchase Orders lets you add optional fields to transaction documents and to each detail line of a transaction. It also lets you pass optional field information through the complete transaction cycle - from purchase requisitions, to purchase orders, to receipts, to invoices, and even to downstream ledgers like Accounts Payable and General Ledger.
Optional field information can originate with vendor and item records, and flow through requisitions, purchase orders, receipts and invoices.
Information can be transferred to A/P and G/L. When you create invoices or general ledger transactions in Purchase Orders, the program passes the optional field values used in the transactions to Accounts Payable and to General Ledger if the optional fields in Purchase Orders are the same as the optional fields assigned in those programs. Optional field information will even appear in the General Ledger journal entries for Purchase Orders accounts, as well as in the Transaction Details Optional Fields report.
And, if the optional fields that you assign to Purchase Orders documents match the optional fields used for Accounts Payable vendors and Inventory Control items, the information entered in those programs will appear by default on transactions that you add in Purchase Orders..
Generated transactions also use optional fields. Purchase orders that are generated from requisitions, from low stock levels in Inventory Control, and from backorders in Order Entry will also include optional fields.
For more information, see Setting Up Optional Fields.
See also
Selecting Document Numbering options