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How to set up User Defined Fields

How do I set up User Defined Fields such as 'Analysis Code 1' and 'Text Field 2'? How do I change the 'Required Documentation Title' fields within Purchase Order additional documents?

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Written by Tania Grigore
Updated over 2 weeks ago

  1. Go to Options

  2. Click on System Maintenance

  3. Choose System Settings

  4. Select GENERAL System Settings

  5. Click on User Defined Field Titles

  6. Select from the list the specific area in the system that the field you wish to change exists (e.g. Purchase Order Header)

  7. Type Ctrl+M to go into modify mode

  8. Tick the 'Override' tick box

  9. In the 'Title to show' area, type in your chosen text (e.g. Proof of Purchase)

Now when you go into the area you have chosen to make the amendment, you shall see the updated field title there.

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