Managing Simple Custom Receive Fields

 This article provides a series of guides for correctly managing the simple custom fields of receive orders. Within this guide, the following topics are covered:

• Enable a custom header field.
• Disable a custom header field.
• Edit the name of a custom header field.
• Enable the custom item field.
• Disable the custom item field.
• Edit the name of the custom item field.

Enable a custom header field

Essential criteria:

• The user must be a super administrator.

Steps to enable a custom header field:

1. From the main menu, go to the Setup.
2. Go to the Customization menu and then to the Receive orders configuration menu.
3. In the Header Fields section, check the Reference boxes depending on the number of fields you want to enable. 
   
4. Click the  button.
5. The previous step will allow you to see the new fields in the Receive order header.

Disable a custom header field

It is possible to disable a custom field that is no longer in use, so that it is not visible in future receive orders. However, keep in mind that when you disable it, users will also lose the ability to view the data previously entered in that field on previous orders.

Essential criteria:

• The user must be a super administrator.
• By disabling a field, users will lose access to the data previously entered in that field on previous orders.

Steps to disable a custom header field:

1. From the main menu, go to the Setup.
2. Go to the Customization menu and then to the Receive orders configuration menu.
3. In the Header Fields section, uncheck the boxes of the custom fields.
4. Click the button.
5. The previous step will remove the corresponding fields from the header of the receipt order.

Edit the name of a custom header field

In most cases, it is advisable to assign a specific name to the custom fields, different from the default name. This will allow collaborators to clearly identify the purpose of each field in the order.

Essential criteria:

• The user must have the Customize field names permission enabled.

Steps to edit the name of a custom header field:

1. From the main menu, go to the Setup.
2. Go to the Customization menu and then to the Customize field titles menu.
3. Click the Receiving tab, and then enter the new name for the corresponding field.
4. Click Save. This will display the new names in the header of the receive order.
5. Additionally, when the field name is changed, it will also change in the Receive orders configuration.
                                          

Enable the custom item field

Essential criteria:

• The user must be a super administrator.

Steps to enable the custom item field:

1. From the main menu, go to the Setup.
2. Go to the Customization menu and then to the Receive orders configuration menu.
3. In the Line item fields section, check the Custom 1 box.
4. Click the  button.
5. The previous step will allow you to see the new field in the lines of the receive order.

Disable the custom item field

You can disable a custom field if it is no longer going to be used, which will prevent it from being visible in future receive orders.

Essential criteria:

• The user must be a super administrator.
• By disabling a field, users will lose access to the data previously entered in that field on previous orders.

Steps to disable a custom item field:

1. From the main menu, go to the Setup.
2. Go to the Customization menu and then to the Receive orders configuration menu.
3. In the Line item fields section, uncheck the Custom 1 box.
4. Click the  button.
5. The previous step will remove the custom field from the receive order lines.

Edit the name of the custom item field

In most cases, custom fields need to have a name different from the default so that collaborators can clearly identify the purpose of each piece of data. For this reason, these names can be edited by any user who has the appropriate permissions.

Essential criteria:

• The user must have the Customize field titles permission enabled.

Steps to edit the name of the custom item field:

1. From the main menu, go to the Setup.
2. Go to the Customization menu and then to the Customize field titles menu.
3. Click the Receiving lines tab,  and then enter the new name for the Custom 1 field.
4. Click Save, this will show the new name in the receive order lines.
5. Additionally, when the field name is changed, it will also change in the Receive orders configuration.