Optional Fields

 

Optional Fields let you customize your Sage 300 system by letting you store additional information with records and transaction details in any or all of the Sage 300 applications you use.

 

You use the Optional Fields form in Common Services to define system-wide optional fields for your Sage 300 database. Once you have created optional fields for your system, you can add them to each of the applications in which you want to use them.

 

  1. Open Common Services > Optional Fields > Optional Fields.
  2. Enter an ID code (up to 12 characters) for the optional field, and then enter a description (up to 60 characters).
  3. Use the list in the Type field to select one of the following types:
    1. Text. When you choose Text as the type, you must also enter a length (from 1 to 60 characters), and then enter the text required, with a description, in the Values grid.
    2. Amount. When you choose Amount as the type, you enter an amount (defaults to 3 decimal places) and a description in the Value grid.
    3. Number. When you choose Number as the type, you must also enter a value in the Decimals field (from 0 to 9), and then enter a value and a description in the Values grid. The value will automatically have the number of decimal places you designated in the Decimals field.
    4. Integer. When you choose Integer as the type, you enter a value of up to 10 digits, and a description in the Values grid. (Note that the highest/lowest integer you can enter is plus/minus 2,147,483,647.)
    5. Yes/No. When you choose Yes/No as the type, the Values grid does not appear. You simply enter the optional field code and a description.
    6. Date. When you choose Date as the type, you enter a date in month/day/year format and a description in the Values grid.
    7. Time. When you choose Time as the type, you enter the value in an hour/minute/second format and a description in the Values grid.
  4. Select the Validate option to ensure that users enter into Sage 300 applications only the values defined for this optional field.
  5. In the Values grid, enter the value and a description that applies to the type of optional field. (The Values grid does not appear for the Yes/No type.)
  6. Click Add to save a new optional field, or click Save if you modified an existing optional field.