Use this form to create a new field profile. Assign this field profile to an organization so that these settings are applied when a document for the corresponding organization is processed.

Field Profile Name

Enter a name for the new field profile. This setting is mandatory.

Description (Optional)

Enter a description for the field profile. This setting is optional.

Optional GL, WBS, Cost Center code fields for a line

When you select one or more of the following line types, it is optional to apply a GL code, a work breakdown structures, and a cost center code during coding in any of the AP Workflow activities. These settings are collectively referred to as the segment selection settings in subsequent documentation.

• Item

• Sales Tax

• Misc Tax

• Freight

• Misc Charges

For example, you select the Misc Tax line type only. This means that for Misc Tax line types the segment selection settings are optional during the AP Workflow activities and the segment selection settings are mandatory for all other line types. Mandatory and optional lines are indicated in the AP Workflow activities with a red or green circle, respectively.

Line coding amount type

This is the amount type that is displayed to the user during coding.

Select one of the following:

• Gross Amount

• Net Amount

Field visibility per Line Type

The table below displays all fields related to the selected Line Type. When a new value is selected from the Line Type list, the table and its fields are updated accordingly.

The fields are either Hidden from the user or Visible to the user in the AP Agility Workflow activities.

There is also a PO/NON-PO column that help determine if a field is visible depending on the selected invoice type. You can choose between PO, NON-PO, and the PO & NON-PO values.

The two columns of PO/NON-PO and Visible/Hidden work together as follows.

• NON-PO + Visible = For NON-PO invoices, the corresponding field is visible and for PO invoices, this field is hidden.

• NON-PO + Hidden = For NON-PO invoices, the corresponding field is hidden and for PO invoices, the field is visible.

• PO + Visible = For PO invoices, the corresponding field is visible and for NON-PO invoices, this field is hidden.

• PO + Hidden = For PO invoices, the corresponding field is hidden and for NON-PO invoices, this field is visible.

• PO & NON-PO + Visible = The corresponding field is visible for both PO and NON-PO invoices.

• PO & NON-PO + Hidden = The corresponding field is hidden for both PO and NON-PO invoices.

Even though the Organizations - Field Configuration tab determines which fields are displayed for a specific organization, the selections made for a Field Profile are at a more granular level.

For example, If you do not want users to specify a GL code for Misc Charges, you can hide that field from the user for miscellaneous charges.

Field visibility for a specific Line Type cannot contradict the settings applied to the entire organization.

• If a field is Mandatory in the Field Configuration, setting the same field to Hidden in the Field Profile has no effect. The field stays Visible due to its Field Configuration setting.

• If a field is Hidden in the Field Configuration, setting the same field to Visible in the Field Profile has no effect. The field stays Hidden due to its Field Configuration setting.

• If a field is Visible in the Field Configuration, setting the same field to Hidden is possible. The field is hidden for the selected Line Type, but visible for all others.

Line Type

The selected Line Type determines the list of fields in the table below. You can determine which fields are Hidden and which fields areVisible for that line type. The table updates for each Line Type that you select.