This article explains how to set up custom fields on a platform. Start by defining these fields under setup → Platform → Custom fields. Then, settings such as usage, label, technical name, and order are discussed. Special configurations for ERP systems are mentioned, where fields are often set to "read-only" to prevent data discrepancies. Custom fields can be applied in modules such as the Business Rules Engine, AdvancedRoute, and invoicing. The aim is to enhance functionality and user-friendliness.
The article below concerns Procure to Pay (P2P) for the following applications and/or module(s):
AP Automation and Procurement
Applying Custom Fields
Custom fields can be used in:
- Business Rules Engine (BRE)
- AdvancedRoute
- AP automation and Procurement components
- Purchasing and receiving processes
- Open Catalog Interface (OCI)
- User settings
Setting Up Custom Fields
When custom fields are enabled, it is possible to define the Custom fields under setup → Platform → Custom fields. If you wish to use this functionality, you can contact your account manager.
Field Settings
Configuring Field Properties
Technical Name: Choose the type of Custom Field to set. Options include:
| Technical Name | Description |
| Boolean | Checkbox |
| Combo | Dropdown list (to be filled in at the 'choices' field separated by commas) |
| Date | Date |
| Decimal | numeric |
| String | Text and numeric |
Determining Usage
Based on: Identify where the Custom Field is needed and should be displayed. Options include:
| Field Name | Description |
| Invoice | Display the Custom Field at the top of the invoice |
| Coding Rules | Display the Custom Field on the coding rules |
| Purchase Order Lines | Display the Custom Field on the purchase order lines |
| Surcharge Rules | Display the Custom Field on the surcharge rules |
| Header Surcharges | Display the Custom Field on the header surcharges |
| Purchase Request | Display the Custom Field on the header surcharges |
| Request Line | Display the Custom Field on the request line |
| Purchase Order | Display the Custom Field on the purchase order |
| Order Line | Display the Custom Field on the order line |
| Goods Receipt | Display the Custom Field on the goods receipt |
| Receipt Line | Display the Custom Field on the goods receipt line |
Label:
Provide a name/title for the Custom Field.
Order:
Indicates the order in which the Custom Field is displayed
ERP Order Data Field:
It is possible to configure a Custom Field for ERP specific order data as well.
| Field Name | Description |
| String | Text and numeric |
| Real | Numeric |
| Date | Date |
Active
Here it is possible to activate or deactivate the Custom Field with a tick.
Field Configuration
Configure field behaviour via the modules Fieldsetups and Validationsetups:
- Fieldsetups: Specify field behaviour
- Validationsetups: Set validation rules
Special Considerations for ERP Fields
For fields taken from ERP systems (such as order headers):
- Set the Fieldsetup to "read-only"
- Prevent data discrepancies in subsequent modules