Custom Field Configuration
Acctivate allows you to define Custom Fields in many of the main windows of Acctivate. These custom fields can be of various data types and data lengths. Custom fields are managed in the Custom Fields section of the Configuration Manager (File → Configuration Management → Custom Fields).
- To create a custom field, navigate to File → Configuration Manager → Custom Fields.
- Click Edit.
- In the Location for Custom Field section, select the window in which the Custom Field should appear.
- Click the +Add button below the Custom Fields section.
- In the Field Properties section, enter the following data, then Save.:
| Property | Definition |
|---|---|
| Name | The unique name of the custom field. This will be the database field name, preceded with an underscore. For example, a custom field Name of "PalletConfig" will create a database field named "_PalletConfig". 50 Characters, no spaces. |
| Caption | This is the on screen label for the field. 80 Characters, can include spaces. |
| Type | Data type for the custom field: Text, Numeric, Currency, Checkbox, List, Date. |
| Length | The mas length of characters allowed for the field. Only applies to Text and List data types. |
| List ID | Only for List data types. If the data type is List, you must create a list of values in the Lists section, then assign the list to the custom field |
Note
For Numeric custom fields, only the necessary decimal places will be displayed in the custom field. For Currency custom fields, at least two decimal places will be displayed.
If using the data type Lists for custom fields, you must setup a List of the options available for the custom field:
- Under the Lists section, click +Add.
- When prompted, enter an ID for the list.
- In the List Items section, add a new list value in the new row (denoted with an asterisk).
- After adding all the list values, setup your List Custom field and select the List ID for the list you created.
- Click Save
Tip
If custom fields with the same name and data type are created for Sales Orders and Sales Invoices, or for Sales Order Detail and Sales Invoice Detail, the values of these custom fields will automatically be copied from the order fields to the corresponding invoice fields.
For example, you can set up a Sales Order custom field named "Expedited" with its Type set to Checkbox, and then set up a Sales Invoice custom field with the same name and Type. When you create the invoice, the value from the Sales Order custom field will automatically be copied to the Sales Invoice custom field.