Steps
to Add a Custom Field in Accounts PayableCustom Fields, which is an option available in Accounts Payable, Fixed Asset Inventory, Human Resources, and Payroll, is used to track additional information for which there is not a predefined field. With the Custom Fields option, each school district is able to define an unlimited number of specific, user-defined fields. There are different types of custom fields that can be created, and only certain types are available in particular modules.
In Accounts Payable, the following types of fields can be defined within the Custom Fields option for vendors: 1) text fields (which allow up to 50 characters to be keyed into the field). Examples of custom fields defined for vendors include a Website Login ID field, Website Password field, and Standard Terms field.
In Fixed Asset Inventory, the following types of fields can be defined within the Custom Fields option for assets: 1) text fields (which allow up to 255 characters to be keyed into the field), and 2) referenced fields (which allow only pre-defined values to be entered into the field). Examples of custom fields defined for assets include a Replacement Date field, Status Changes field, Fund field, and Fixed Asset Type field.
In Payroll and Human Resources, the following types of fields can be defined within the Custom Fields option for employees: 1) text fields (which allow up to 50 characters to be keyed into the field), 2) date fields (which allow only dates in the mm/dd/yyyy format to be entered into the field), 3) numeric fields (which allow up to 14 digits long (including the decimal point and comma(s) if applicable) to be entered into the field; the number will be rounded to 4 decimal places by the system if capable), and 4) referenced fields (which allow only pre-defined values to be entered into the field). Examples of custom fields defined for employees include a Summer Address field, Parking Tag Number field, and TB Test Date field. The custom fields defined as referenced fields in Payroll can be used as sorts when printing certain reports and/or checks. For example, a referenced custom field for Building can be added in order to track the buildings the employees work in and then various employee reports (or checks) can be printed and sorted by building.
Once created, the order the custom fields display (within the Vendor File, Employee File, Asset File Maintenance, or Add New Assets) can be changed with the Set Screen Preferences option. The custom fields defined in Payroll or Human Resources can be designated to display on the Custom Fields screen in the Employee File in only the Payroll or Human Resources module, or both modules.
Steps
to Add a Custom Field in Accounts Payable
Steps
to Change a Custom Field in Accounts Payable
Steps
to Delete a Custom Field in Accounts Payable
Steps
to Add a Custom Field in Fixed Asset Inventory
Steps
to Change a Custom Field in Fixed Asset Inventory
Steps
to Delete a Custom Field in Fixed Asset Inventory
Steps
to Add a Custom Field in Payroll or Human Resources
Steps
to Change a Custom Field in Payroll or Human Resources
Steps
to Delete a Custom Field in Payroll or Human Resources