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HB User Defined Fields

This chapter describes how to setup en how to make use of the HB User Defined Fields.

HB User Defined fields can be setup for the Item, Customer and Vendor table. The User Defined fields for the Customer and Vendor table are also copied and synchronized to the Contact table.

Field Setup

The setup for the User Defined Fields can be found using the Tell me what you want to do function searching for HB User Defined Field Setup List.

It can also be found by browsing to HB SmartTrade Field Management > HB User Defined Field Setup (only available from Business Central 15).

To add a record press New. The Table No. field indicates for which table you want to setup the User Defined Fields for.

  • Item = Table No. 27
  • Customer = Table No. 18
  • Vendor = Table No. 23

On the User Field No. field you enter the number of the field you want to setup. The max is 5 User Defined Fields per table starting at number 1.

Enter a field description in the User Field Name field. This Description is used as the field name on the Item, Customer or Vendor card.

 

Field Values

After setting up the field click on User Defined Values in the ribbon to enter the values users may choose from. You may enter as many user field values as you like by entering at least a Code and Description 1. The User Field Value list filtered automatically by the Table and User Field No. you started from.

 

Item

Once one or more User Defined Fields have been setup for the Item table, the Item Card wil show an additional fast tab called HB User Defined Fields showing 5 fields where you can select one of the values for from the corresponding field tables.

Customer / Contact

Once one or more User Defined Fields have been setup for the Customer table, the Customer Card wil show an additional fast tab called HB User Defined Fields showing 5 fields where you can select one of the values for from the corresponding field tables.

On the related Contact Card also an additional fast tab is shown called HB User Defined Fields showing the exact same fields and values under the HB Customer Related Fields title.

Vendor / Contact

Once one or more User Defined Fields have been setup for the Vendor table, the Vendor Card wil show an additional fast tab called HB User Defined Fields showing 5 fields where you can select one of the values for from the corresponding field tables.

On the related Contact Card also an additional fast tab is shown called HB User Defined Fields showing the exact same fields and values under the HB Vendor Related Fields title.

Opmerking
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