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Additional Fields Setup (AFS) |
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Very often there is a situation when you need to attach some additional information to a ledger transaction. For example a partial payment, when you split an invoice amount into two parts, but you want to retain the invoice initial amount. In normal circumstances the initial amount will disappear once the amount has been split.
One of the additional fields can be populated with the invoice initial amount and stay there for as long as it's required.
First you have to setup additional fields. Additional Fields Setup (AFS) allows you to create 25 additional general description fields and 5 general date fields.
Once created, these fields are available in:
- Ledger Import (LI)
- Ledger Entry (LE)
- Ledger Update (LU)
- Inquiries
- Control Desks
- Reconciliation Manager (RM)
- Account Allocation
- Journal Hold Files
- Ledger cleardown
- Archive File
- Business Rules
- Selection Criteria
- Business Unit Create (BUC)
- Business Unit Copy
- Transaction Matching
- Generate Payments
- Ledger Revaluation
- Transfer Desk
- SSC
In order to be able to enter data into the additional field you have to modify your ledger entry form to include this field.
Or if you use Transfer Desk to post your invoices, the transformation profile should be changed accordingly.
Additional Fields Setup (AFS)
Click to see the screenshot
Column Type
The type of field required
Column Number
The column number for the field. 01 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 to 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 account on reports and inquiries.
Amend in Allocations
Specifies if the data within this field should be amendable within Account Allocation (AA).
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System Administration 
