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Custom fields for items
Item records can
carry text information in custom fields. XE
"custom fields:for items"
The content will be included in
printed lists. Invoices, other sales
documents, and purchase orders can be set up
(Chapter 17) to include columns for custom
field information. If the form displays
a custom field, the content of that field
will be in the record of the form.
5 fields can be set up for attachment to items.
Custom fields contain text strings, up to 30 characters.
Numerals in text strings will not be recognized as number values.
Certain reports can print custom fields, provided they showed on the original document.
Reports can be filtered to select transactions where specified custom fields have a stated exact content.
The content of
custom fields copies into documents
(invoices, bills, etc.,) provided the
document is customized for display of the
subject field. Text to be a default for
the field may be entered into the item
record. The default text copies into
the document, but may be changed there.
Custom fields for items
can be used for all types of items, except subtotals or sales tax. The process begins with the
New or Edit
window, for any item. Entry starts with clicking the Custom Fields button.
This brings up the window for entering data into the custom fields, but none are installed. The “Define Fields”
button moves ahead .
The next dialog box is named
Define Custom Fields for Items.
After being defined, these fields can be
used in any and all items.
To appear in items, a custom field must have a label, and be checked. When the needed labels and check
marks are entered, OK will get to the data entry window for the current item.
Remember that data entered here can be copied to documents, if they are properly set up. Once copied,
these default values can be changed on the document. Later changes in the list will not affect existing text on
existing documents. The content is always handled as text. Numerals will not be recognized as numbers.
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