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Choose a custom field

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Discover how to choose an invoice item or order item custom field in WorldShare Acquisitions.

Choose an invoice item custom field

You can apply an invoice item custom field from two locations: the Invoice Details page and the Invoice Item search page.

Choose a custom field from the Invoice Details page

  1. Navigate to Invoices > Invoices.
  2. Click Search to view all invoices.
  3. Click the Invoice # for the invoice you want to modify.
  4. From the Custom Fields column, click the pencil button (Pencil button) for the item you want to modify.
  5. From the Custom Fields dialog, complete the custom fields you want to apply.
  6. Click Save.

Choose a custom field from the Invoice Item search page

  1. Navigate to  Invoices > Invoice Items.
  2. Click Search to view all invoice items.
  3. From the Custom Fields column, click the pencil button (Pencil button) for the item you want to modify.
  4. From the Custom Fields dialog, complete the custom fields you want to apply.
  5. Click Save.

Choose an order item custom field

You can apply an order item custom field from three locations: Order Details page, Order Item search page, and the Order Item Details page.

Choose a custom field from the Order Details page

  1. Navigate to  Orders > Orders.
  2. Click Search to view all orders.
  3. Click the Order Name for the order you want to modify.
  4. From the Custom Fields column, click the pencil button (Pencil button) for the item you want to modify.
  5. From the Custom Fields dialog, complete the custom fields you want to apply.
  6. Click Save.

Choose a custom field from the Order Item search page

  1. Navigate to Orders > Order Items.
  2. Click Search to view all order items.
  3. From the Custom Fields column, click the pencil button (Pencil button) for the item you want to modify.
  4. From the Custom Fields dialog, complete the custom fields you want to apply.
  5. Click Save.

Choose a custom field from the Order Item Details page

  1. Navigate to Orders > Order Items.
  2. Click Search to view all order items.
  3. Click the Title of the item you want to modify.
  4. Click the Custom Fields tab and then complete the custom fields you want to apply.
  5. Click Save.

Choose a purchase request custom field

Choose a custom field from the Purchase Request Details page

  1. Navigate to Purchase Requests > Request Items.
  2. Click Search to view all purchase requests.
  3. Click the Title/Name to view or edit the purchase request. For details, see View and edit purchase requests.
  4. Click the Custom Fields tab and then complete the custom fields you want to apply.
  5. Click Save.

Custom fields usage guidelines

  • Text: Enter any text up to 190 characters.
  • Number: Enter any number up to 999,999,999. The number of decimal places is determined by the configuration of the field when it was created.
  • Date: Enter a date in the format specific to your language (e.g., MM/DD/YYYY for American English) or use the calendar button (Calendar widget).
  • List: Use the drop-down list to select one or more options. To deselect an option, click the x next to the selection.