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Add data via custom fields

Depending on how a solution is configured, three custom fields may be available for each line item so that you can add supplemental information for that line item. If these fields are visible, ask your Administrator what information is required.

Any information added to these fields in a previous activity is visible to all users. This information is also exported to the ERP system.

You can add custom data to a document using the custom fields by following these steps:

  1. Open a document in one of the AP Workflow activities.
  2. Select a line on the document.

    The line information is loaded into the fields below list of lines.

  3. Enter the appropriate data into the custom fields.
  4. Click Save Changes.
  5. Repeat these steps for other lines as needed.