Customize Fields For Batch Screen
The table below explains the items on the Customize fields for batch screen. When you create a batch template, you assign security permissions to customize fields within a batch based on system roles. If you do not have rights to customize fields within a batch, the Available fields frame is disabled, and you can only edit field defaults. For more information about how to access this screen, see Customize the Fields in a Batch.
|
Screen Item |
Description |
|
Available Fields |
The Available Fields box lists all fields available to include in the selected batch template. When a + symbol appears next to an entry in the Available Fields box, you can select the + symbol to see the field names grouped under the heading. |
|
Selected Fields |
The Selected Fields grid displays the fields to appear as columns on the data entry screen of the batch. The grid also displays the default value for the field and whether the field is hidden or required in the batch. To add a field to the Selected Fields grid, select the field in the Available Fields box, and select the right arrow. When an item appears in the Selected Fields box, it is disabled in the Available Fields box. To remove a field from the Selected Fields grid, select the field in the grid and select the left arrow. The order the fields appear in the Selected Fields grid is the same order they appear on the data entry screen. To change the order of the fields in the Selected Fields, select the field in the grid and select the up or down arrow button to move it up or down the list. |
|
Field defaults |
You can assign a specific default value to a selected field or checkbox. Your selections in the Field defaults frame appear as a default for each entry of the field or checkbox in the batch. Defaults are guidelines you set up to simplify data entry. For example, if you create a revenue batch to track only cash payments, select the Payment method field in the Selected Fields grid and select “Cash” in the Payment method field in the Field defaults frame. Every time you add a new payment record to the batch, “Cash” automatically appears as the payment method. When you set a default value for a field or checkbox and do not expect its value to change for any record in the batch, you can hide the field or checkbox. A hidden field or checkbox does not appear on the data entry screen of the batch. To hide a field or checkbox, select it in the Selected Fields box and mark Hidden in the Field defaults frame. To make a field or checkbox required, select it in the Selected Fields grid and mark Required in the Field defaults frame. Some fields are automatically marked as Required, as specified by the selected batch type. When a field is required by the selected batch type, you cannot unmark its Required settings. |