Additional fields#
In medtec365, you can create custom fields for various base data. These fields can then be used to provide additional information or be copied alongside other data to purchase and sales documents, where you can decide whether you want to display them.
With this feature, you can therefore create custom records that include, for example, another set of item numbers, without having to make major adjustments to the app.
You can decide if a field should have a set number of options or can be filled in with only certain types of values, such as decimals or text, and whether you want to limit the field to a specific length or predefined content.
You can also set up a variety of output formats for both documents and processes.
medtec365 Setup#
Before you can work with additional fields, you must specify a default language code for them. For this purpose, choose the Search icon, enter medtec365 Setup, and then choose the related link. Afterward, fill in the Default Language Code field.
When you create or edit an additional field, the description you specify for it is copied to the Translations (Additional Fields) page under the default language code set for the app so that it can be printed on reports. Other languages can be added manually.
Add a field#
To set up an additional field:
- Choose the Search icon, enter Additional Fields, and then choose the related link.
- Fill in the fields as described in the following table.
| Field | Description |
|---|---|
| Code | Specify a code for the field. |
| Description | Specify a description for the field. |
| More Details | Enter more details about the field, if necessary. |
| Field Type | Specify the type of the field. You can choose between Text, Date, Option, Checkbox, Ext. Checkbox, and Decimal. |
| Input Check | If you choose Text as the field type, specify in what format the text needs to be entered. Options are A=alphanumeric, N=numeric, and B=letters. Example To check user input for 9-digit numbers, enter NNNNNNNNNNN. |
| Category Code | Specify a field category. The category is used to sort output in master records. For an explanation, see Base Data Categories. |
| Copy to Sales Doc. Allow Changes to Sales Doc. Copy to Lines Copy to Purch. Doc. Allow Changes to Purch. Doc. Copy to Info Cards Print Description |
Select one of these checkboxes if you want the additional field to be printed during a certain process or on a certain document. You can later run the Output Format action on the ribbon to specify in even more precise terms how the field should appear on pages. |
| Active | Select to use the additional field in master records. |
To store the choices for an additional field of type Option, choose Related > Option Values on the ribbon, and then fill in the page as necessary.
Specify a category#
The categories that can be specified for base data are used to sort and group related information in master records. You can assign a category during field setup.
Set up field levels#
You can also specify three levels of dependency between categories of base data.
For example, you can use levels to assign customers to a main statistics group and a subgroup. To set up levels:
- Choose the Search icon, enter Additional Field Levels, and then choose the related link.
- Fill in a line, and then choose Related > Level Values on the ribbon if you want to further limit option values at a certain level.
Output formats#
For field types Text, Decimal, and Date, you can choose Output Format on the ribbon to specify how additional fields should appear on printouts or within the system. For example, different formats might be required for invoicing and shipment.
If no format is specified for a certain type of output, such as for printouts, the default format will be used. If none has been specified either, the text or numbers will appear in the same format in which they were entered.
Create a format#
- Choose the Search icon, enter Output Formats (Additional Fields), and then choose the related link.
- Specify a format according to the following tables.
Date
| Wildcard | Description | Example 08/03/21 | |
|---|---|---|---|
| Day | D | Single digit, if possible. | 3 |
| Day | DD | Two digits. | 03 |
| Month | M | Single digit, if possible. | 8 |
| Month | MM | Two digits. | 08 |
| Month | MMM | Abbreviated. | Aug |
| Month | MMMM | Spelled out. | August |
| Year | YY | Two digits. | 21 |
| Year | YYYY | Four digits. | 2021 |
Decimal
Only # is recognized as a placeholder. When you set up a decimal format, you can specify not only how numbers are shown, including how many decimal places they should have, but also whether you want to insert a separator for thousands.
Text
Text can also be formatted by using # placeholders. The system will process them from left to right, ignoring those that are redundant. If text is longer than the pattern or the number of placeholders specified, the output will be truncated.
Examples
| Additional Field Code | Value | Output | Format |
|---|---|---|---|
| DOCNO | A1212 | A1212 | ##### |
| DATE | 08/06/55 | August 06, 1955 | MMMM.DD YYYY |
| IK NO | 223344556 | IK 22-33-44-55-6 | IK ##-##-##-##-# |
Base tables#
To link additional fields to a table:
- Choose the Search icon, enter Base Data Tables, and then choose the related link.
- On the ribbon, choose New if you don’t see the table you want on the list, and then fill in the fields on the line.
All tables that you want to include the additional fields in must have been set up with one of the following combinations of key field types:
- Code20
- Code20, Code20
- Code20, Code20, Integer
The system will check for these combinations of primary key fields each time you’re trying to enter a table on the page. You’ll see an error message if the type of primary key doesn’t match.
Afterward, you can choose Related > Additional Fields on the ribbon to assign fields to the table.
When you’re done, choose Home > Initialize Add. Fields & Search to initialize the new fields so that they become available in the master records for editing.
Prefill field values#
For each additional field, you can choose if the field should be filled in automatically when a new record is created. You can then specify a value that should be copied to the record by default.