Enter A/P Invoices - User Defined Fields Tab

Access this form using Transactions>Accounts Payable>Enter A/P Invoices.

Use this tab to enter data for any user defined field with a Transaction Documents type and transaction source of API. You can only enter data on this tab after entering an invoice number on the Transaction Entry tab.

These fields were previously created and assigned characteristics by the Administrator using the Organization>Set Up User Defined Fields - Setup Tab. Once fields have been created, the system automatically creates the Transaction Entry tab and User Defined Fields tab. Otherwise, the transaction entry form is available, but without the tabs and any user defined fields.

You can "connect" user defined fields (UDF), so that data entered here automatically appears in another UDF with the same name on another form in the system. This process is called flow-thru. API Transaction Documents UDFs can be set up by the Administrator (Organization>Set Up UDF Default Sources) to flow to the following forms. For a complete list, see Flow-Thru Scenarios.

• APS Transaction Lines (A/P System Generated Checks/Vouchers, Transactions>Accounts Payable>Edit Pay Selected A/P Invoices - Transaction Entry Table)
• APC Transaction Lines (Transactions>Accounts Payable>Enter Manual A/P Checks - Transaction Entry Table)
• APM Transaction Lines (Transactions>Accounts Payable>Enter A/P Credits - Transaction Entry Table)

If flow-thru was set up, a UDF value can flow from Maintain>Accounts Payable>Vendors to this tab.

 

Display Name: The system displays the name that was assigned to this field. This name cannot be edited here, but it can be changed by the Administrator on the Organization>Set Up User Defined Fields>Setup tab.

Value: Enter the data for this user defined field. Currency user defined fields follow the formatting of the organization's functional currency, even though the data is still processed in the currency selected on the Session form (if it is different than the functional currency). This field is required for new documents if the "Required" check box was selected when the field was created by the Administrator using Organization>Set Up User Defined Fields. When entering data in the Value column, you must adhere to the pre-defined settings (such as field type, length, and decimal places). For example, if the field was set up with a field type of Number, you cannot enter alphabetic characters for that field.

When entering data in the Value column, you must adhere to the pre-defined settings (such as field type, length, and decimal places). For example, if the field was set up with a field type of Number, you cannot enter alphabetic characters for that field.