Setting up the user-defined fields for Supplementary Data

  1. In the accordion panel on the left, click Settings.
  2. Select Italy from the Accounting Entity list, then click Supplementary Data Setup.
  3. To add a record:
    1. Select a line item from the Supplementary Data Setup list and click the lower ADD button.
    2. Specify this information:
      User Defined Field
      Specify the user-defined field.
      Required
      Select if you must require the user-defined field.
    3. Click SAVE.
      The new record is added to the User Defined list.
  4. To modify the details of a record:
    1. Select a line item from the Supplementary Data Setup list.
    2. Select a line item from the User Defined list and click the lower MODIFY button.
    3. Specify this information:
      User Defined Field
      Specify the user-defined field.
      Required
      Select if you must require the user-defined field.
    4. Click SAVE.
  5. To delete a record:
    1. Select a line item from the Supplementary Data Setup list.
    2. Select a line item from the User Defined list and click the lower DELETE button. Click SAVE.