User-Defined Fields

The functionality of attributes is not available for all entities. For some of these entities, your organization may want to add user-defined fields directly to their corresponding data entry forms. Also, attributes can be added as boxes to an additional tab (the User-Defined Fields tab) of a data entry form.

If you add user-defined fields, the original information of a record is displayed on the Document tab of the applicable form, and the added user-defined fields are displayed on the User-Defined Fields tab.

User-Defined Fields

You use the Attributes (CS205000) form to create new attributes that will serve as the user-defined fields, or you can use attributes already defined in the system. To add an attribute as a user-defined field to a data entry form, you need access to the Customization menu on the form toolbar; this access is provided by the Customizer user role. For details, see To Add User-Defined Fields to a Form.

Forms That Support User-Defined Fields

A user may add user-defined fields to any of the following data entry forms:

• Time and Expenses
  • Expense Receipt (EP301020)
  • Expense Claim (EP301000)
  • Employee Time Card (EP305000)
  • Equipment Time Card (EP308000)
• General Ledger
  • Journal Transactions (GL301000)
  • Journal Vouchers (GL304000)
  • Budgets (GL302010)
  • Trial Balance (GL303010)
  • Master Financial Calendar (GL201000)
  • Allocations (GL204500)
  • Recurring Transactions (GL203500)
• Cash Management
  • Cash Transactions (CA304000)
  • Funds Transfers (CA301000)
  • Bank Deposits (CA305000)
  • Import Bank Transactions (CA306500)
  • Reconciliation Statements (CA302000)
  • Anticipated Cash Transactions (CA305500)
  • Cash Accounts (CA202000)
• Accounts Payable
  • Bills and Adjustments (AP301000)
  • Checks and Payments (AP302000)
  • Cash Purchases (AP304000)
  • Batch Payments (AP305000)
  • Vendor Price Worksheets (AP202010)
  • Vendor Locations (AP303010)
  • Recurring Transactions (AP203500)
  • Vendor Discounts (AP205000)
  • Vendors (AP303000)
• Accounts Receivable
  • Invoices and Memos (AR301000)
  • Payments and Applications (AR302000)
  • Cash Sales (AR304000)
  • Sales Price Worksheets (AR202010)
  • Customer Locations (AR303020)
  • Customer Payment Methods (AR303010)
  • Recurring Transactions (AR203500)
  • Discounts (AR209500)
  • Customers (AR303000)
• Fixed Assets
  • Fixed Asset Transactions (FA301000)
  • Fixed Assets (FA303000)
• Taxes
  • Tax Bills and Adjustments (TX303000)
  • Tax Adjustments (TX301000)
  • Tax Periods (TX207000)
  • Tax Zones (TX206000)
  • Tax Categories (TX205500)
  • Taxes (TX205000)
• Currency Management and Deferred Revenue
  • Translation Worksheets (CM304000)
  • Currency Rates (CM301000)
  • Deferral Schedules (DR201510)
• Inventory Management
  • Receipts (IN301000)
  • Issues (IN302000)
  • Kit Assembly (IN307000)
  • Transfers (IN304000)
  • Adjustments (IN303000)
  • Physical Inventory Review (IN305000)
  • Item Warehouse Details (IN204500)
  • Kit Specifications (IN209500)
• Order Management
  • Sales Orders (SO301000)
  • Shipments (SO302000)
  • Invoices (SO303000)
  • Purchase Orders (PO301000)
  • Purchase Receipts (PO302000)
  • Requests (RQ301000)
  • Bidding Responses (RQ303000)
  • Requisitions (RQ302000)
• Project Accounting and Construction
  • Project Transactions (PM304000)
  • Change Orders (PM308000)
  • Pro Forma Invoices (PM307000)
  • Project Quotes (PM304500)
  • Request for Information (PJ301000)
  • Project Issue (PJ302000)
  • Daily Field Report (PJ304000)
  • Submittals (PJ306000)
  • Drawing Log (PJ303000)
  • Photo Log (PJ305000)
• Customer Relationship Management (CRM)
  • Leads (CR301000)
  • Contacts (CR302000)
  • Business Accounts (CR303000)
  • Sales Quotes (CR304500)
  • Opportunities (CR304000)
  • Cases (CR306000)
  • Marketing Lists (CR204000)
  • Marketing Campaigns (CR202000)
• Service Management
  • Appointments
  • Service Orders