Additional Fields

The Additional Fields function enables you to define your own field definitions in key areas across Ostendo. If you define an additional field then it will be immediately available for data entry, reporting and analysis purposes.

The length of Additional Fields is 100 characters.

Entry and Display fields

Module: From the drop-down list select the key area where you want to maintain the additional field(s). The following have 8 fields containing Date Formats, plus up to 100 fields containing a mixture of all Formats

•	Activity Events

•	Assembly Orders

•	Assembly Steps

•	BOM Header

•

BOM Steps

•	Call Centre

•	Company Assets

•

Contracts

•	Customer Asset

•

Customers

•	Descriptors

•

Employees

•

Items

•	Job Invoices

•	Job Orders

•

Job Tasks

•	Labour Codes

•

Projects

•	Purchase Invoices

•	Purchase Orders

•	Purchase Receipts

•	Purchase Shipments

•	Sales Deliveries

•	Sales Orders

•	Sales Invoices

•

Suppliers

•	Supplier Catalogue Lines

•	Timesheet Lines

The following have 2 fields containing Date Formats, plus up to 100 fields containing a mixture of all Formats

•	Assembly Lines

•

BOM Lines

•

Job Lines

•

POS Lines

•	Purchase Invoice Lines

•	Purchase Lines

•	Purchase Receipt Lines

•	Sales Invoice Lines

•	Sales Lines

•	Supplier Catalogue Lines

•	Timesheet Lines

Note:-

•	If an Additional Field against a Customer Record has exactly the same Identity as the Additional Field against a Sales Order, Job Order, or Customer Asset then the content of the Additional Field will be copied from the Customer record to the Order or Asset when that record is created.

•	If an Additional Field against a Supplier Record has exactly the same Identity as the Additional Field against a Purchase Order then the content of the Additional Field will be copied from the Supplier record to the Purchase Order when that record is created.

•

If an Additional Field against an Item, Descriptor, or Labour Code Record has exactly the same Identity as the Additional Field against an Order Line record then the content of the Additional Field will be copied from the Item, Descriptor, or Labour Code Record to the Order when that record is created.

Caption: Enter the name that you wish to apply to this Additional Field. This caption will be displayed wherever this additional field is used

Field Type: From the drop-down list select the format of the field. The options are:

•	Text: Any data format can be entered in a Text field

•	Decimal: Allows entry of numbers and decimals

•	Integer: Allows entry of whole numbers only

•	Currency: Shows Currency symbol and decimals as defined in Regional Settings

•	Yes/No: Shows a checkbox which can be checked/unchecked

•	Date: Contains a drop-down calendar for selection of a date

•	Time: Displays format HH:MM:SS for entry of a time of day

You should note that the field itself is stored as a 'String'. This field Type is only used to validate the entry.

Sequence: Enter a Sequence Number. All Additional Fields belonging to the same 'Module' will be displayed on the data entry screen in this Sequence

Value List: You can define specific values (each on a separate line). If you enter any values then data entry will be restricted to these entries

Available to Mobility: This is applicable only to Orders, Invoices, Receipts. Ticking this box will allow the AdditionalField to be available for Mobility use when the Style Template includes item types like JOBFIELDS / TASKFIELDS / SALESFIELDS / PURCHASEFIELDS / RECEIPTFIELDS / INVOICEFIELDS.

Data Display Options

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

Buttons

Close: This will close the Additional Fields screen.

Add: This will send the cursor to a new line for entry of a new Additional Field record.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.

Delete: This removes the current highlighted Additional Field record. You should note that if records already use this field then the data against this field in those records will be removed.