Custom Field Definition module
What is Custom Field Definition?
In the XoroERP system, each module contains a specific set of fields designed to define the entities associated with that module. For example, the item module includes universally required fields like Item Number, Cost, UPC, and Barcode. However, businesses might often require additional fields specific to their operations. Keeping that in mind, Xoro provides you with the ability to add your own fields to customize the system as per your needs. Depending on the business model, the Custom Fields could be added in a few Xoro modules such as Invoice, Invoice Item Line, Sales Order, Sales Order Detail, Customer, Sales Order Detail, etc.
Custom Fields are similar to the standard fields that come built-in to the Xoro system. You can create the custom fields from the "Custom Field Definition" module.
There are 50 Custom Fields that are available in the Custom Field Definition module.
Custom Fields can be created for different “Transaction Types”.
The Custom Fields can be added to the following Transaction Types:
Account
ASN
Bill of Material
Bill Of Material Item Line
Charge Entry 3PL
Credit Memo
Credit Memo Line
Customer
Estimate
Estimate Detail
Invoice
Invoice Item Line
Item
Item Receipt Line Detail
Item Vendor Mapping
Manufacturing Order
Manufacture Order Item Lines
Packing Slip
Packing Slip Detail
Purchase Order
Purchase Order Detail
RMA
RMA Detail
Sales Order
Sales Order Detail
Sales Receipt Item Line
Vendor
Creating Custom Fields
When creating a custom field, you will begin by defining the transaction type, then enter the field name and define the values accepted for the field.
Custom Field Definition Fields
Transaction Type
This field allows you to define the module to which the custom field will be associated.
Custom Field
Enter the name for the custom field.
Custom Field Value
Choose the value type that will be accepted in the custom fields. This ensures that the data entered into the field is in the correct format. The following value types are available for selection from a dropdown menu:
Text: Accepts any form of textual data.
Number: Allows only numerical values.
List: Enables you to define a list of pre-defined options from which a user can choose. If this type is selected, you can add the options as a comma-separated list.
Date: Users can select or enter a date.
Multi-Select List: Similar to the "List" option, but users can select multiple values from the predefined list.
Please note: For the "List" and "Multi-Select List" options, you can enable the "Custom Source" option to specify a custom source, which allows for the addition of a custom script that can dynamically generate the list values.
Once all the custom fields have been defined for a transaction, click on "Save" to create the custom fields.
Once the custom fields for a module are created, they will be visible under the Custom Field tab of that module. So, if you have defined the custom field "Item", the added Custom fields can be seen under the Custom Fields tab of the Item.
All the custom fields added in the system can be viewed and updated through the Custom Field Definition Centre.
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