Adding or modifying flex field

Use this page to add or modify the flex field.

  1. Select Master Data Management > Company Info Flex Fields. The Company Info Flex Fields page is displayed.
  2. Click Add. The Add/Edit Flex-Field page is displayed.
    Note: You can modify a flex field, using the View option on the Company Info Flex Fields page.
  3. Specify or review this information in the Criteria section:
    Level
    The document level (header/line) at which the flex field is added.
    Code
    The code of the flex field to identify the data in inbound and outbound files.
    Label
    The name of the flex field.
  4. Specify or review the below information in the Properties tab:
    Field Type

    Possible Values:

    • Text
    • Numbers
    • Decimals
    • Check box
    • Dropdown
      Note: You must specify the values that must be displayed as options.
    • Date
    Minimum
    The minimum number of characters required for the flex field. The type of the field that must be displayed for the defined flex field.
    Maximum
    The maximum number of characters allowed for the flex field.
    Only Upper Case
    Select this check box to specify the characters in upper case.
    Mandatory
    Select this check box to set the flex field mandatory.
    Active
    Indicates whether the flex field is used in the documents.
    Restrict Past Date
    Select this check box to limit the usage of the past date.
    Note: This check box is displayed only if the Field Type is Date.
  5. Specify the name of the flex field based on different languages in the Description section.
  6. Click Save.