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.
The following settings are available:
Setting |
Description |
---|---|
Language |
Select a language from the list to update field captions. (Default: English) |
Apply Capture Field Configuration |
When selected, the visibility state of the corresponding fields in the Field Settings are applied automatically to the Field Configuration tab, overwriting any local changes. This is because the Fields Settings take precedence over the Field Configuration values. However, this synchronization is not saved until after you click Update. This enables you to make changes to AP Workflow field visibility before saving your changes. The Apply Capture Field Configuration selection is not remembered between visits. This is because a user may visit this page and synchronize the settings, but then make significant changes to the Field Configuration page. As a result, select this setting again and then click Update to synchronize the two sets of fields. |
Class Name |
This setting is available only when Apply Capture Field Configuration is selected. Select the Invoice Processing class from the list. You can select one Class Name only. This is because a separate organization is required for each class if you are processing multiple types of invoices. |
Below the Language list, a table is populated with values for the fields on an invoice. The following columns are available:
Setting |
Description |
---|---|
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.
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. Fields marked with an asterisk (*) indicates to the user that a field requires a value during processing. 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 setting is available:
Setting |
Description |
---|---|
Apply status to other languages |
When selected, the changes you make to the current language are also applied to the other languages. |
The following button is available to manage this tab:
Button |
Description |
---|---|
Update |
Applies the changes to the selected field. If the Apply status to other languages setting is selected, the changes are applied to all languages. |