ERPAG 5.1
Custom Fields (upgraded)
1. Introduction
Custom fields have proven to be very user-friendly among ERPAG users.
Customers were given the possibility to easily adapt to specific needs in an easy way.
At the end of 2019, we decided to raise that useful option to a higher level.
You can see the previous logic at the following link: https://learn.erpag.com/project/products-and-services/document-templates/custom-fields
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2. Setup
The setup is now specifically separated in the Administration section of ERPAG.
The list of documents where it is possible to add a custom field is already completed.
By activating the document you are entering the preview, or, the option settings (in order to change the setting you have to enter the EDIT mode of the document – click on the EDIT button).
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3. Document Header
It is currently possible to have up to 15 custom fields per document.
The custom field types are:
- Inactive – As the name suggests, if checked, the field is excluded from the entry or view;
- Free text – Free text entry;
- List – When entering a document, one of the options from the list must be selected. Possible values are predefined in the List – Options column;
- Amount/Price – Numerical data entry. “Amount” is usually displayed with 2 decimal places, while the number of decimal places for “Price” is taken from the Localization setup;
- Date/Date and time – Date entry or date and time entry.
The Default – Value column is a value that is automatically populated when a new document is added. While “Read Only” indicates that the data cannot be changed.
For example, we can name the custom field “Year”, enter “default value” to be “2020” and set it to read-only.
And now, upon creating a new customer, the custom field will automatically be populated with a value we defined.
While entering default – value for the types “Amount”, “Price”, “Date” and “Date and time” you have to enter them in the same format as your localization is set up.
For example. If your date format is Day – Month – Year you should enter (31/01/2020).
One small hidden option – if you enter “NOW” in the default – value for date values, the current date/time will be entered in the field.
And the default value when a new customer is created:
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4. Document items
Some documents, such as Sales Orders, have another custom field level – on the item level.
Number “1” indicates custom fields on the document header, while number “2” indicates custom fields on the item level.
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5. Copy from field
Some data is recorded in the ERPAG according to the document system. For example, the entered Sales order remains in the database recorded as it was entered. If, for example, we change the name of the item it will not automatically change in the entered documents (the changes are not applied retroactively).
In order to optimize resources, basic data (SKU, Description, UOM, etc.) is recorded in the document. If additional information needs to be recorded, we can use custom filed with the option “Copy from field”.
In our example, we will copy the “shelf” setting from the item.
We will enter the new custom field named “Item Shelf” in the document items and select “copy from field” to be “Item – Shelf”.
And as we enter the document, the value from the item setting will be automatically copied.
Note: If on the item we have custom fields in the selection menu for the “copy from field” option, those fields will be offered as well.
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6. Work order
A work order is a little bit specific, and it has 4 types of custom fields.
It has to have more types as each section can have different logic. For example, an output item has a need for additional info (color, size, finish, etc.) while the input items and work operations don’t. And vice versa.
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2020. ERPAG Inc
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