Organizations - Field Configuration tab
By default, all fields are localized for a set of supported languages automatically, including English. However, if you do not want to use the default field name for a specific organization, it is possible to provide a new name for one or more fields.
For example, if one of the organizations always uses
Voucher Number
on its invoices instead of the more common
Invoice Number
, it is possible to change that field label so that users see
Voucher Number
when processing invoices from this organization.
At the top of the screen, the following option is available.
- Language
-
Select a language from the list to update field captions.
The value for this option is set to English by default.
Below the Language list, a table is populated values for the fields on an invoice. The following columns are available.
- Field Name
-
This column lists all of the field names that may be on an invoice. Any field with a period (.) preface represents a field that is displayed on the Lines tab. For example,
.PO Number
.This column is read-only and cannot be modified.
- Visible/Mandatory
-
The value in this column indicates whether a field is visible on the form to end users, or if it is mandatory. Because each organization has a different invoice form, it is possible that one never displays a field, while others do. This column enables you to configure which fields appear on the form during production.
Select one of the three possible values for this column from the list.
-
Visible
-
Mandatory
-
Hidden
Fields with a value of Visible are displayed on the form. Fields with a value of Mandatory are visible on the form and it is mandatory that they have a value. Fields with a value of Hidden do not appear on the form.
-
- Caption
-
By default, each field has a default caption. You can change the caption of one or more fields for an organization as needed.
Fields marked with an asterisk (*) indicates to the user that a field requires a value during processing.
Tip If an asterisk is added to the caption and the Visible/Mandatory value is not Mandatory, it is still possible to submit a form without a value for that field. For the best results, add an asterisk to those fields that are set to Mandatory only.
Below the table, the following option is available.
- Update other languages
-
When selected, the changes you make to the current language are also applied to the other languages.
The following button is available at the bottom of the table.
- Update
-
Applies the changes to the selected field.
If the Update other languages setting is selected, the changes are applied to all languages.