Setting up the user-defined fields for Supplementary Data

  1. In the accordion panel, click Settings.
  2. Select an Accounting Entity from the 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.