Record Types and Forms Supporting Custom Fields

Record Types and Forms Supporting Custom Fields The following table lists the record types and forms for which you can add custom fields. These custom fields are also available in the relevant list views. The table also includes the name of the corresponding API objects and database table

Note:

Your company's OpenAir account may use custom terminology. The following record type names and form navigation paths may be different in your company's account.

Record type	Form navigation path	API object	Database table
Expenses — Authorization	Expenses > Authorizations > [Select an expense authorization] > Properties	—	authorization
Expenses — Authorization expense item	Expenses > Authorizations > [Select an expense authorization] > Future expenses (grid columns)	—	authorization_item
Global — Charge	Invoices > Charges > [Select a charge]	Slip	slip
Global — Contact	Administration > Global Settings > Customers > Contacts > [Select a contact]	Contact	contact
Global — Cost center	Administration > Global Settings > Jobs, Rates > Cost Centers > [Select a cost center]	Costcenter	cost_center
Global — Customer	Administration > Global Settings > Customers > Customers > [Select a customer] > Demographic	Customer	customer
Global — Department	Administration > Global Settings > Organization > Departments > [Select a department]	Department	department
Global — Employee	Administration > Global Settings > Users > Employees > [Select an employee] > Demographic	User	user
Global — Expense item	Administration > Global Settings > Application Settings > Invoices Settings > Expense items > [Select an expense item]	Item	item
Global — Expense report	Expenses > Expense reports > [Select an expense report] > Properties	Envelope	envelope
Global — Invoice	Invoices > Invoices > [Select an invoice] > Properties	Invoice	invoice
Global — Issue	Projects > [Select a project] > Issues > [Select an issue]	Issue	issue
Global — Hierarchy	Administration > Global Settings > Organization > Hierarchies > [Select a hierarchy] Note: Requires OpenAir NetSuite Connector workflow settings to map NetSuite hierarchies to OpenAir hierarchies.	Hierarchy	hierarchy
Global — Hierarchy node	Administration > Global Settings > Organization > Hierarchies > [Select a hierarchy] > Levels|Nodes|Records > [Select a level|node|record] Note: Requires OpenAir NetSuite Connector workflow settings to map NetSuite hierarchies to OpenAir hierarchies.	HierarchyNode	hierarchy_node
Global — Job code	Administration > Global Settings > Jobs, Rates > Job codes > [Select a job code]	Jobcode	job_code
Global — Payment	Invoices > Invoices > [Select an invoice] > Payments	Payment	payment
Global — Loaded cost	— Note: The Loaded Cost Custom Import optional features enables you to create a custom import workflows in OpenAir NetSuite Connector to import information from a NetSuite custom record type into OpenAir as loaded cost [loaded_cost] records. It is not possible to create custom fields for loaded cost records in OpenAir. Enabling the feature creates the netsuite_loaded_cost_id custom field, The custom field is not visible in the OpenAir UI but you can use the Integration Manager or the API to read or set values for this custom field.	LoadedCost	loaded_cost
Global — Payment terms	Administration > Application Settings > Invoices > Payment terms	Paymentterms	payment_tems
Global — Payment type	Administration > Application Settings > Expenses > Payment types	Paymenttype	payment_type
Global — Project	Projects > Projects > [Select a project] > Properties	Project	project
Global — Receipt	Expenses > Expense reports > [Select an expense report] > Receipts > [Select a receipt]	Ticket	ticket
Global — Reimbursement	Expenses > Expense reports > [Select an expense report] > Reimbursements (grid columns)	Reimbursement	reimbursement
Global — Service	Administration > Application Settings > Invoices > Services > [Select a service]	Category	category
Global — Service <N> line	Administration > Application Settings > Projects > Service <N> lines > [Select a service <N> line]	Category_<N>	category_<N> (category_1)
Global — Tax location	Administration > Global Settings > Organization > Tax Locations > [Select a tax location]	TaxLocation	tax_location
Global — Uprate (API only)	API only Note: Select Uprate (API only) from the Add custom field to dropdown to create custom fields associated with project employee combination rate records used for project employee billing and project billing. The Uprate (API only) entity appears under Global in the dropdown. The custom field will be available through the XML API and SOAP API only. It will not be available on any form or list view in OpenAir.	Uprate	up_rate
Global — Vendor	Administration > Application Settings > Expenses > Vendors > [Select a vendor]	Vendor	vendor
Invoice — Agreement	Administration > Application Settings > Invoices > Agreements > > [Select an agreement]	Agreement	agreement
Invoice — Customer PO	Administration > Application Settings > Invoices > Customer POs > [Select a customer PO]	Customerpo	customerpo
Invoice — Revenue container	Invoices > Revenue Containers > [Select a revenue container]	RevenueContainer	revenue_container
Opportunities — Deal	Opportunities > Deals > [Select a deal] > Edit	Deal	deal
Opportunities — Event	Opportunities > Events > Events > [Select an event]	Event	event
Opportunities — Proposal	Opportunities > Proposals > Events > [Select a proposal] > Edit	Proposal	proposal
Opportunities — To Do	Opportunities > To dos > [Select a to do]	Todo	todo
Projects — Billing rule	Projects > [Select a project] > Financials > Billing > Rules > [Select a billing rule]	Projectbillingrule	project_billing_rule
Projects — Budget	Projects > [Select a project] > Financials > Budget Transactions> [Select a budget transaction]	Budget	budget
Projects — Issue	Projects > [Select a project] > Issues > [Select an issue]	Issue	issue
Projects — Issue stage	Administration > Application Settings > Projects > Issue Stages > [Select an issue stage]	IssueStage	issue_stage
Projects — Phase	Projects > [Select a project] > Phases/Tasks > [Select a phase]	Projecttask	project_task
Projects — Project task type	Administration > Application Settings > Projects > Task types > [Select a task type]	Projecttask_type	project_task_type
Projects — Recognition rule	Projects > [Select a project] > Financials > Recognition > Rules > [Select a recognition rule]	Revenue_recognition_rule	revenue_recognition_rule_amount
Projects — Recognition transaction	Projects > [Select a project] > Financials > Recognition > Transactions > [Select a recognition transaction]	Revenue_recognition_transaction	revenue_recognition_transaction
Projects — Revenue stage	Administration > Application Settings > Invoices > Revenue stages > [Select a revenue stage]	RevenueStage	revenue_stage
Projects — Project stage	Administration > Application Settings > Projects > Project stages > [Select a project stage]	ProjectStage	project_stage
Projects — Task	Projects > [Select a project] > Phases/Tasks > [Select a task]	Projecttask	project_task
Projects — Task assignment	Projects > [Select a project] > Phases/Tasks > [Select a task] (grid columns under the Assignments form section)	Projecttaskassign	project_task_assign
Purchases — Accounts payable location	Administration > Application Settings > Purchases > Accounts payable locations > [Select an accounts payable location]	—	accounts_payable
Purchases — Carrier	Administration > Application Settings > Purchases > Carriers > [Select a carrier]	—	carrier
Purchases — Fulfillment	Purchases > Fulfillments > [Select a fulfillment]	Fulfillment	fulfillment
Purchases — Manufacturer	Administration > Application Settings > Purchases > Manufacturers > [Select a manufacturer]	—	manufacturer
Purchases — Product	Administration > Application Settings > Purchases > Products > [Select a product]	Product	product
Purchases — PO	Purchases > POs > [Select a PO] > Edit	Purchaseorder	purchaseorder
Purchases — Purchase item	Purchases > POs > [Select a PO] > Purchases items > [Select a purchase item]	Purchase_item	purchase_item
Purchases — Purchase request	Purchases > Purchase Requests > [Select a purchase request] > Edit	Purchaserequest	purchase_request
Purchases — Purchaser	Administration > Application Settings > Purchases > Purchasers > [Select a purchaser]	Purchaser	purchaser
Purchases — Receiving location	Administration > Application Settings > Purchases > Receiving locations > [Select a receiving location]	—	receiving
Purchases — Request item	Purchases > Purchases Requests > Request items > [Select a project stage]	Request_item	request_item
Resources — Booking	Resources > Bookings > [Select a booking]	Booking	booking
Resources — Booking requests	Resources > Booking requests > [Select a booking request] > Edit	Booking_request	booking_request
Resources — Booking type	Administration > Application Settings > Resources > Booking types > [Select a booking type]	BookingType	booking_type
Resources — Deal booking request	Resources > Deal Booking Requests > [Select a deal booking request] > Edit	—	deal_booking_request
Resources — Resource request	Resources > Resource Requests > [Select a resource request] > Properties	ResourceRequest	resource_request
Resources — Resource request queue	Resources > > Resource Request > [Select a resource request] > Resource Request Queues > [Select a resource request queue] > Properties	ResourceRequestQueue	resource_request_queue
Timesheets — Payroll type	Administration > Application Settings > Timesheets > Payroll types > [Select a payroll type]	Payrolltype	payroll_type
Timesheets — Time card	Timesheets > Timesheets > [Select a timesheet] > Edit (Additional time card form for each day)	Timecard	time_card
Timesheets — Time entry	Timesheets > Timesheets > [Select a timesheet] > Edit (Additional information form for a time entry)	Task	task
Timesheets — Time off request	Timesheets > Time off requests > [Select a time off request] > Edit	Schedulerequest	schedule_request
Timesheets — Time type	Administration > Application Settings > Timesheets > Time types > [Select a time type]	Timetype	time_type
Timesheets — Timesheet	Timesheets > Timesheets > [Select a timesheet] > Edit	Timesheet	timesheet
Workspaces — Discussion	Workspaces > Workspaces > [Select a workspace] > Discussions > [Select a discussion] > Edit	—	discussion
Workspaces — Document/Folder	Workspaces > Workspaces > [Select a workspace] > Documents > [Select a document/folder] > Edit	Attachment	attachment
Workspaces — Workspace	Workspaces > Workspaces> [Select a workspace] > Properties	Workspace	workspace