| 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.
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Resolution | Before you startBefore 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.
Find your data fieldNow 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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