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Purchase Custom Field

Custom Fields

Purpose

The Custom Fields feature allows administrators to create additional fields for Purchase module records without modifying the standard system structure. Custom Fields enable organizations to capture business-specific information for vendors, vendor contacts, purchase orders, and purchase invoices.

Custom fields can be configured according to operational requirements and are displayed within the corresponding forms throughout the system.

Create

To create a new custom field:

Step 1

Navigate to Setup → Custom Fields.

Step 2

Click New Custom Field.

Step 3

Configure the custom field settings and select the appropriate Field Belongs To option.

Step 4

Complete the remaining custom field configuration.

Step 5

Click Save.

The custom field becomes available in the selected module.

Supported Modules

Custom fields can be created for the following Purchase module records:

Vendor

To create a custom field for Vendors:

Step 1

Navigate to Setup → Custom Fields → New Custom Field.

Step 2

Select:

Field Belongs To = Vendors

Result

The custom field will appear in Vendor forms and Vendor records.

Vendor Contact

To create a custom field for Vendor Contacts:

Step 1

Navigate to Setup → Custom Fields → New Custom Field.

Step 2

Select:

Field Belongs To = Vendor's Contacts

Result

The custom field will appear in Vendor Contact forms and Vendor Contact records.

Purchase Order

To create a custom field for Purchase Orders:

Step 1

Navigate to Setup → Custom Fields → New Custom Field.

Step 2

Select:

Field Belongs To = Purchase Order

Result

The custom field will appear in Purchase Order creation, editing, and detail screens.

Purchase Invoice

To create a custom field for Purchase Invoices:

Step 1

Navigate to Setup → Custom Fields → New Custom Field.

Step 2

Select:

Field Belongs To = Purchase Invoice

Result

The custom field will appear in Purchase Invoice creation, editing, and detail screens.

View

Custom fields are displayed within the forms and records associated with the selected module.

Users can view:

  • Field Name

  • Field Type

  • Field Belongs To

  • Display Order

  • Required Status

  • Visibility Settings

Edit

To modify an existing custom field:

Step 1

Navigate to Setup → Custom Fields.

Step 2

Select the custom field and click Edit.

Step 3

Update the required information.

Step 4

Click Save.

The updated field configuration is applied throughout the selected module.

Delete

To remove a custom field:

Step 1

Navigate to Setup → Custom Fields.

Step 2

Select the custom field and click Delete.

Step 3

Confirm the deletion in the confirmation dialog.

The selected custom field will be permanently removed from the system.

Field Descriptions

Field Description
Field Belongs To Determines which module or record type will display the custom field.
Vendors Displays the custom field within Vendor records.
Vendor's Contacts Displays the custom field within Vendor Contact records.
Purchase Order Displays the custom field within Purchase Order records.
Purchase Invoice Displays the custom field within Purchase Invoice records.

Workflow Rules

  • Custom fields are displayed only within the module selected in the Field Belongs To setting.

  • Data entered into custom fields is stored together with the corresponding record.

  • Multiple custom fields can be created for the same module.

  • Custom fields can be used to capture additional information not available in standard system fields.

  • Changes to custom field definitions affect all future records and applicable existing records.

Synchronization

Custom Field data is synchronized with:

  • Vendors

  • Vendor Contacts

  • Purchase Orders

  • Purchase Invoices

  • Reports

  • Export Functions

  • Search and Filtering Functions

Permissions

Permission Description
View Allows users to view custom fields.
Create Allows users to create custom fields.
Edit Allows users to modify custom fields.
Delete Allows users to remove custom fields.

Important Notes

  • Custom Fields are managed from the global Setup → Custom Fields section.

  • The Field Belongs To setting determines where the field appears within the system.

  • Custom fields allow organizations to adapt the Purchase module to their specific business requirements.

  • Removing a custom field may affect historical data associated with that field.

  • Custom fields should be carefully planned to ensure consistency and reporting accuracy.

  • Custom field visibility and access remain subject to user permissions and module access rights.

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