Add custom fields to your documents

Solution Properties

Solution ID:

210629103018500

Last Modified Date:

Fri Mar 08 04:24:26 UTC 2024

Taxonomy Path:

Case category//How do I...//setup/create/run a report

Author:

[email protected]

Add custom fields to your documents

Description

Use Report Designer to quickly add the custom fields from your records onto documents such as Invoices, Statements and Sales Orders.

Don't worry, Report Designer might look complicated, but adding the field is usually straightforward. Let's do it now.

Cause

Resolution

Before you start

Before you can add the field to your document, you should make sure you've set up your custom fields correctly in your software. This helps you find which data field to add in Report Designer.

TIP: Find out more about How to add custom fields to your records.

Find your data field

Now you've set up your custom fields, we can find the correct data field you'll need to use. Look at the table below to help you choose the right one:

Module	Where to find the custom field	Data field(s) to use
Customer records	Click Customers, select the required record, click New/edit and click Defaults.	SALES_LEDGER.ANALYSIS_1 SALES_LEDGER.ANALYSIS_2 SALES_LEDGER.ANALYSIS_3 SALES_LEDGER.ANALYSIS_4 SALES_LEDGER.ANALYSIS_5 SALES_LEDGER.ANALYSIS_6
Quotations	Click Quotations, select the required quotation, click Edit and click Order.	SALES_ORDER.ANALYSIS_1 SALES_ORDER.ANALYSIS_2 SALES_ORDER.ANALYSIS_3
Invoices and credits	Click Invoices and credits, select the required invoice or credit, click Edit and click Order.	INVOICE.ANALYSIS_1 INVOICE.ANALYSIS_2 INVOICE.ANALYSIS_3
Sales orders	Click Sales orders, select the required order, click Edit and click Order.	SALES_ORDER.ANALYSIS_1 SALES_ORDER.ANALYSIS_2 SALES_ORDER.ANALYSIS_3
Supplier records	Click Suppliers, select the required record, New/edit, click Defaults.	PURCHASE_LEDGER.ANALYSIS_1 PURCHASE_LEDGER.ANALYSIS_2 PURCHASE_LEDGER.ANALYSIS_3 PURCHASE_LEDGER.ANALYSIS_4 PURCHASE_LEDGER.ANALYSIS_5 PURCHASE_LEDGER.ANALYSIS_6
Purchase orders	Click Purchase orders, select the required invoice or credit, click Edit and click Order.	PURCHASE_ORDER.ANALYSIS_1 PURCHASE_ORDER.ANALYSIS_2 PURCHASE_ORDER.ANALYSIS_3
Product records	Click Products and services, select the required record, click New/edit and click Web.	STOCK.WEB_CATEGORY_1 STOCK.WEB_CATEGORY_2 STOCK.WEB_CATEGORY_3
Project records	Click Projects, select the required record, click New/edit, and click Analysis.	PROJECT.ANALYSIS_1 PROJECT.ANALYSIS_2 PROJECT.ANALYSIS_3

Add the data field

Select the document you want to amend, then click Edit.
If required, to make space on the layout you can click and drag items.
On the menu bar click Toolbox, then click Add Data Field.
Click once in the blank space where you want the data field to appear.
NOTE: Learn more about moving or resizing existing objects in our handy Report Designer - move, align, resize and centre objects guide.
In the Add Data Field window, expand the relevant table, for example, INVOICE.
Click the data field, for example, ANALYSIS_1, then click OK.
If required, click and drag to move or resize the data field.
On the menu bar click File, then click Save As.
Enter a new file name then click Save.
On the menu bar click File, then click Exit.

[BCB:19:UK - Sales message :ECB]

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