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How To: Setup Sun5 Additional Fields


You can create the additional fields in the following functions:

  • Account Allocation
  • Ledger Entry
  • Business Rules
  • Transaction Matching

Select the function AFS=Additional Field Setup and enter the following details:

Column Type
The type of field required - either Description or Date.

Column Number
The number of the additional field. 1 to 25 for general description fields and 1 to 5 for general date fields.

Short Heading
The Short Heading is a shortened version of the description, and can be used instead of the full name where space is limited.

Description
The name or description for this field. It is used to identify the additional field on reports, inquiries, and forms.

Amendable in Allocations
Specifies if the data within this field should be amendable within Account Allocation

AFSSetup


This new field must then be added to the required form.
It is not possible to edit system forms, therefore a custom form must first be created so that this field can be added to it.
If you already have a custom form, find the name of it by using the Magnifying Glass icon on the toolbar, and then clicking on an area of the form.
This will display the Query Form Properties window which will show the function Code and the Form Name of your current form.

QueryFormProperties


Open Form Designer and check out, then open, the relevant form (i.e. ADDDESCR form for the SAOA1 function)

Once the form is open, expand the 'Transaction Extracted' section of the tree on the left.
Select 'Additional Data'. This will display all the Additional Field options below.

Select the field created earlier, and drag it onto the form into the required location.

FormDesigner

 

The form will then need to be Checked In and recompiled before it can be used.
The easiest way to do this is to select the 'Perform Server Compile after Check-in' option on the 'Server' tab of the View --> Options window within Form Designer.
When the form is now checked back in, it will automatically be recompiled, and the changes will be accessible.