Customers - User Defined Fields Tab

Access this tab using Maintain>Accounts Receivable>Customers.

Use this tab to enter customer data for the user defined fields you created. In order to use this tab, a customer type field must be created by the Administrator, and a customer must be selected on the Customer 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. Customer UDFs can be set up by the Administrator (Organization>Set Up UDF Default Sources) to flow to the following forms.

• A/R Invoice (Activities>Accounts Receivable>Review/Modify Invoices)
• A/R Invoice Detail (Activities>Accounts Receivable>Review/Modify Invoices)
• ARB Transaction Documents (Transactions>Accounts Receivable>Enter A/R Invoices)
• ARB Transaction Lines (Transactions>Accounts Receivable>Enter A/R Invoices - Transaction Entry Table)
• ARS Transaction Documents (A/R System Generated Invoices - Transactions>Accounts Receivable>Edit A/R Invoices)
• ARS Transaction Lines (A/R System Generated Invoices - Transactions>Accounts Receivable>Edit A/R Invoices - Transaction Entry Table)
• CRS Transaction Documents (Activities>Receipt Writing)
• CRS Transaction Lines (Activities>Receipt Writing - Transaction Entry Table)

For a complete list, see Flow-Thru Scenarios

If you connect a Customer UDF to an A/R Invoices Detail UDF that detail record can be connected to ARS Transaction Documents. If you connect a Customer UDF to an ARB or ARS Transaction Document that document can be connected to an ARC 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 customers if the "Required" check box was selected when the field was created by the Administrator using Organizations>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.