Charge Codes - User Defined Fields Tab

Access this tab using Maintain>Accounts Receivable>Charge Codes.

Use this tab to enter charge code data for the user defined fields you created. In order to use this tab, a charge code type field must be created by the Administrator, and a code must be selected on the Charge Code 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. Charge Code UDFs can be set up by the Administrator (Organization>Set Up UDF Default Sources) to flow to A/R Invoices Detail UDFs (Activities>Accounts Receivable>Review/Modify Invoices). For a complete list, see Flow-Thru Scenarios.

If you connect a Charge Code to an A/R Invoice Detail UDF, that can be connected to an ARS Transaction Document UDF.

 

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 previous tab (if it is different than the functional currency.) This field is required for new for new charge codes 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 alphanumeric characters for that field.

To print the data entered on this form, use Reports>Accounts Receivable>Charge Codes.