Review/Modify Invoices - User Defined Fields Tab

Access this tab using Activities>Accounts Receivable>Review/Modify Invoices.

Use this tab to enter data for any user defined field with a A/R Invoices type. You can only enter data on this tab after entering a calculation ID on the Review/Modify Invoices 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 Review/Modify Invoices tab and User Defined Fields tab. Otherwise, the form is available, but without the tabs or any user defined fields.

You can "connect" user defined fields (UDFs), 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. For a complete list, see Flow-Thru Scenarios.

If flow-thru was set up by the Administrator (Organization>Set Up UDF Default Sources), a UDF value can flow from Maintain>Accounts Receivable>Customers 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 of the Calculation ID (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.