Use this procedure to add a table field profile. An invoice profile can have more than one table field profile, but no more than one of each type.
The invoice profile must be inactive. For more information, see Changing an invoice profile that is used in production.
Using Manager, click the Invoice profiles object bar.
Double-click the invoice profile to open it and display its components.
Right-click the Field profiles folder under the invoice profile you are working and select Add table field. The Table field profile dialog is displayed.
Type a name for the table in the Name box.
Select table type from the Type box.
Note: Your selection is important. The three types of tables are quite different from each other and work differently:
Normal line item tables can be optimized (instructions), and the fields can be used in transaction descriptions (instructions).
Tax tables can also be optimized, but differently (instructions), and the fields can be used in transaction descriptions (instructions).
Bank account tables, too, can be optimized (instructions), and the fields can be used in transaction descriptions (instructions). In addition, you can use DCL to capture German bank account numbers.
Adjust the Table owner setting if necessary. This setting can only be changed for bank account tables.
Click OK to save the table field profile.
Right-click the table field profile and select Add table column. The Line item field profile dialog is displayed. (See separate instructions for multiple tax rate handling.)
Click OK to save your changes.
Note:
Problems will occur if you add a line item field to an INVOICES profile using the name of a single item field that was deleted previously. To avoid this, be sure to always differentiate names given to single item and line item fields when adding them to INVOICES profiles. For example, always start the names of line item fields with LI_. Then, if you had a single item field called VATrate that was deleted previously and add a line item field called LI_VATrate, the problems will not occur.”