Customizing Forms for Per-Line and Header Classifications

If you have enabled preferences to use per-line classes, departments, locations, or custom segments, you can customize transaction forms to identify the classification at both the header and line level at the same time.

To customize a form to identify a classification at both the header and line level, open a new transaction and click Customize. Then follow the steps below to choose which fields appear on the form and whether they are required.

1. Enter a name for the custom form.

2. On the subtab Screen Fields > Main:

   • Show column – Check the box next to Class, Department, or Location to use the fields in the transaction header.

   • Mandatory column – Check the box next to Class, Department, or Location to require the header field to be completed on this form.

3. On the subtab Sublist Fields, check the box in the Show column next to Class, Department, or Location to use the fields on individual transaction lines.

4. Complete other fields as necessary.

5. Click Save.

The classification fields you have indicated are available for use when you use the customized form.

General Notices