Reset Default

The Reset Default field returns all fields to their original default properties only for the Line Type displaying.
It does not reset the fields in any of the other Line Types not currently displaying.
Warning:  If a custom field for the current Line Type was used in invoice routing rules, and Reset Default was clicked, the Administrator must remove the custom field from the routing rules first and then return to the Entry Fields page to remove that custom field.
As a precaution, if Reset Default is clicked and a custom field was used in invoice routing rules, a dialog box will display advising that the custom field was used in invoice routing rules and that the custom field must be removed from invoice routing rules before being removed.

Field

Function

Display Text

This is the field label displaying to the left of each field. This is where the field name can be changed.

Is Tab Stop

This is where to determine if the cursor should stop at this field when tabbing through the Invoice Entry page fields.

Yes indicates the cursor will stop at this field. This is the default.

No indicates this field will be skipped.

Hide
(Yes / No)

This is where to determine if this custom field should be hidden.
Yes indicates this field is hidden on entry pages.
No indicates this field is visible.

Display Description
(Yes / No)

This is where to decide if the field description should display. If it is visible, the italicized text displays below the field.
Yes indicates that a description for this field will display.
No turns off the display.

Input Width

This field determines the length or size of the field, in pixels.
Move the slider forward (to lengthen) or backward (to shorten) the field.
Note:  If the field is a check box, the Input Width field will not display.

Format Text To

None is the default.
Use this field to identify how the text in the selected field should be formatted.
The field dropdown lists the formats from which to choose.

Allow Processor Edit
(Yes / No)

This is where to decide if Processors should have either write or read-only access.
Yes indicates that the field can be edited by Processors. This is the default.
No means this field is read-only.

Allow Reviewer Edit
(Yes / No)

This is where to decide if Reviewers should have either write or read-only access.
Yes indicates that the field can be edited by Reviewers on the Approve Invoices page. This grants Reviewers the ability to view and edit the full invoice the same as Processors would.
No means this field is read-only on the Approve Invoices page.

Important: A field may be set to allow modification; however, there may be instances when logic within the form will not allow for modification.
For example:  A tax code must be entered in the Tax Code field before the Tax Amount field is enabled, even if the Tax Amount field is set to Allow Reviewer Edit.

When To Require

Beginning with the Description field, the Administrator can determine which fields are not required, which fields are required and if required, when.
Not Required is the default for most fields; Before Routing is the default for some of the date fields. A third status is Before Approving.
Any field that the Administrator has determined to be required will display in the Validations Results dialog box if it is left blank.

Note: Vendor and Invoice # fields are not configurable. These fields are programmatically pre-defined as required.

Max Length

This field identifies the number characters you can have in the field. This field is read-only and for informational purposes.

Field

Function

Add Field

Click Add Field to generate a new field to the Invoice Entry page.
All available configurable settings will display in the Properties pane.
Custom fields can be used in the construction of invoice routing rules.
Click here for details.

Delete

The Delete option only displays when a custom field is added and currently selected.

Move Previous

Every field can be moved to change its position to facilitate order entry.
With the field highlighted, click Move Previous to move the field backwards through the previous fields.

Move Next

Every field can be moved to change its position to facilitate order entry.
With the field highlighted, click Move Next to move the field forwards through the subsequent fields.