Creating or Modifying Flex fields for Supplier/Vendor onboarding process

Use this page to add a new field or modify an existing field.

  1. Select Supplier Onboarding > Code List > Flex Fields. The Flex-Fields page is displayed.
  2. Click Add. The Add/Edit Flex Field page is displayed.
  3. Specify this information:
    Level
    The header/line level at which the flex field must be added.
    Code
    The code of the flex field.
    X-Path
    The path where the document is saved.
  4. Specify this information in the Properties section:
    Label (English)
    The name of the flex field.
    Field Type
    The type of field to be displayed on the business documents. Possible Values:
    • Text
    • Number
    • Decimal
    • Checkbox
    • Dropdown
    • Date
    Minimum Length
    The minimum number of characters required for the flex field.
    Maximum Length
    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.
    Internal
    Select this check box to hide a flex field from the application.
    Default Value
    The default value that is to be displayed on the Flex-Fields page.
    Dropdown List Items
    The sequence for the list of items to be displayed.
    Restrict Past Date
    Select this check box to restrict the user from specifying the date in the past.
    Active
    Note: Select this check box to display the flex field on theYou can also specify the label in the other languages in which the flex field must be displayed.
    Additional Cost
    Select this checkbox to include additional cost for the supplier on an RFQ bid.Select this check box to display the flex field on the Company Information page.
    Note: This check box is displayed only when the value of the Level field is set to RFQ_SUPPLIER_QUOTE.
    Enable Supplier Edit
    Select this check box to enable supplier editable flex field.
    Note: This check box is only displayed when the value of the Level field is set to PPO_LINE_ITEM and DISCRETE_PO_LINE_ITEM.
  5. Click Save.