In a previous blog, we discussed how to add custom data fields to a form and also discussed the advantages and limitations of Attributes.
Prior to the Acumatica 2018 R2 update, Attributes were only available for Customer Management (e.g. Leads, Contacts, Cases, Opportunities, Business Accounts, and Marketing Campaigns), Inventory Items, Projects, Employees, Vendors, and Customers.
In the latest 2018 R2 release, Acumatica has unlocked the full potential of Attributes by providing a mechanism to use them as User Defined Fields in a vastly expanded list of forms. The current list is included below in an Appendix.
User Defined Fields can be added directly to their corresponding data-entry forms. This is useful for multiple documents for which the standard Attributes functionality is not available. The original information of a record is displayed on the Document tab and the added fields are displayed on the User Defined Fields tab.
How-to Set It Up:
In this example, we will add a User Defined Field to the Sales Orders screen (SO301000).
- Add an Attribute in the Attributes screen (CS205000)
- Open the Sales Orders screen (SO301000) and click “Manage User Defined Fields” form the Customization menu.
- Click “Add User Defined Field”
- Select the desired Attribute, set the Column and Row, and click OK.
- Acumatica will add the Attribute as a User Defined Field
- Exit the screen to go back to the Sales Order screen where there is a new tab at the top named USER DEFINED FIELDS
- The Attribute is now part of the Sales Order header.
The value will be saved with each Sales Order and it’s now part of the SOHeader DAC, which means that you can use it in generic inquiries and reports.
That’s all it takes to take your forms to the next level for tracking transactional data in a way that it wasn’t available for non-programmers. This new capability is one more reason why Acumatica has just been awarded with top ratings in Usability.
Appendix: Current list of forms that support User Defined Fields
Time and Expenses
- Expense Receipt (EP301020)
- Expense Claim (EP301000)
- Employee Time Card (EP305000)
- Equipment Time Card (EP308000)
- Journal Transactions (GL301000)
- Journal Vouchers (GL304000)
- Budgets (GL302010)
- Trial Balance (GL303010)
- Master Financial Calendar (GL201000)
- Allocations (GL204500)
- Recurring Transactions (GL203500)
- Transactions (CA304000)
- Funds Transfers (CA301000)
- Bank Deposits (CA305000)
- Import Bank Transactions (CA306500)
- Reconciliation Statements (CA302000)
- Anticipated Cash Transactions (CA305500)
- Cash Accounts (CA202000)
- Bills and Adjustments (AP301000)
- Checks and Payments (AP302000)
- Quick Checks (AP304000)
- Batch Payments (AP305000)
- Vendor Price Worksheets (AP202010)
- Vendor Locations (AP303010)
- Recurring Transactions (AP203500)
- Vendor Discounts (AP205000)
- Invoices and Memos (AR301000)
- Payments and Applications (AR302000)
- Cash Sales (AR304000)
- Sales Price Worksheets (AR202010)
- Customer Locations (AR303020)
- Customer Payment Methods (AR303010)
- Recurring Transactions (AR203500)
- Discounts (AR209500)
- Fixed Asset Transactions (FA301000)
- Fixed Assets (FA303000)
- Tax Bills and Adjustments (TX303000)
- Tax Adjustments (TX301000)
- Tax Periods (TX207000)
- Tax Zones (TX206000)
- Tax Categories (TX205500)
- Taxes (TX205000)
Currency Management and Deferred Revenue
- Translation Worksheets (CM304000)
- Currency Rates (CM301000)
- Deferral Schedules (DR201510)
- Receipts (IN301000)
- Issues (IN302000)
- Kit Assembly (IN307000)
- Transfers (IN304000)
- Adjustments (IN303000)
- Physical Inventory Review (IN305000)
- Item Warehouse Details (IN204500)
- Kit Specifications (IN209500)
- Sales Orders (SO301000)
- Shipments (SO302000)
- Invoices (SO303000)
- Purchase Orders (PO301000)
- Purchase Receipts (PO302000)
- Requests (RQ301000)
- Bidding Responses (RQ303000)
- Requisitions (RQ302000)
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