Vendors - User Defined Fields Tab

Access this tab using Maintain > Vendors.

Use this tab to enter vendor data for the user defined fields you created. In order to use this tab, a vendor type field must be created by the Administrator, and a vendor must be selected on the Vendor 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 User Defined Fields tab. Otherwise, the form is available, but without the tab and any user defined fields.

You can "connect" user defined fields (UDF), so that data entered here automatically displays in another UDF with the same name on another form in the system. This process is called flow-thru. Vendor 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.

• API Transaction Documents (Transactions>Accounts Payable>Enter A/P Invoices)
• API Transaction Lines (Transactions>Accounts Payable>Enter A/P Invoices - Transaction Entry Table)
• APS Transaction Documents (A/P System Generated Checks/Vouchers - Transactions>Accounts Payable>Edit Pay Selected A/P Invoices)
• CDS Transaction Documents (Activities>Check Writing>Write Checks)
• CDS Transaction Lines (Activities>Check Writing>Write Checks - Transaction Entry Table)

Note: If you connect a Vendor UDF to an API Transaction Document that document can be connected to APS, APC, and APM Transaction Lines.

 

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 the 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 previous tab (if it is different than the functional currency). This field is required for new vendors 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.