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
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 |
— |
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Expenses — Authorization expense item |
Expenses > Authorizations > [Select an expense authorization] > Future expenses (grid columns) |
— |
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Global — Charge |
Invoices > Charges > [Select a charge] |
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Global — Contact |
Administration > Global Settings > Customers > Contacts > [Select a contact] |
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Global — Cost center |
Administration > Global Settings > Jobs, Rates > Cost Centers > [Select a cost center] |
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Global — Customer |
Administration > Global Settings > Customers > Customers > [Select a customer] > Demographic |
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Global — Department |
Administration > Global Settings > Organization > Departments > [Select a department] |
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Global — Employee |
Administration > Global Settings > Users > Employees > [Select an employee] > Demographic |
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Global — Expense item |
Administration > Global Settings > Application Settings > Invoices Settings > Expense items > [Select an expense item] |
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Global — Expense report |
Expenses > Expense reports > [Select an expense report] > Properties |
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Global — Invoice |
Invoices > Invoices > [Select an invoice] > Properties |
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Global — Issue |
Projects > [Select a project] > Issues > [Select an issue] |
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Global — Hierarchy |
Administration > Global Settings > Organization > Hierarchies > [Select a hierarchy]
Note:
Requires OpenAir NetSuite Connector workflow settings to map NetSuite hierarchies to OpenAir hierarchies. |
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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. |
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Global — Job code |
Administration > Global Settings > Jobs, Rates > Job codes > [Select a job code] |
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Global — Payment |
Invoices > Invoices > [Select an invoice] > Payments |
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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 [ |
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Global — Payment terms |
Administration > Application Settings > Invoices > Payment terms |
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Global — Payment type |
Administration > Application Settings > Expenses > Payment types |
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Global — Project |
Projects > Projects > [Select a project] > Properties |
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Global — Receipt |
Expenses > Expense reports > [Select an expense report] > Receipts > [Select a receipt] |
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Global — Reimbursement |
Expenses > Expense reports > [Select an expense report] > Reimbursements (grid columns) |
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Global — Service |
Administration > Application Settings > Invoices > Services > [Select a service] |
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Global — Service <N> line |
Administration > Application Settings > Projects > Service <N> lines > [Select a service <N> line] |
|
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Global — Tax location |
Administration > Global Settings > Organization > Tax Locations > [Select a tax location] |
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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. |
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Global — Vendor |
Administration > Application Settings > Expenses > Vendors > [Select a vendor] |
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Invoice — Agreement |
Administration > Application Settings > Invoices > Agreements > > [Select an agreement] |
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Invoice — Customer PO |
Administration > Application Settings > Invoices > Customer POs > [Select a customer PO] |
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Invoice — Revenue container |
Invoices > Revenue Containers > [Select a revenue container] |
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Opportunities — Deal |
Opportunities > Deals > [Select a deal] > Edit |
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Opportunities — Event |
Opportunities > Events > Events > [Select an event] |
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Opportunities — Proposal |
Opportunities > Proposals > Events > [Select a proposal] > Edit |
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Opportunities — To Do |
Opportunities > To dos > [Select a to do] |
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Projects — Billing rule |
Projects > [Select a project] > Financials > Billing > Rules > [Select a billing rule] |
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Projects — Budget |
Projects > [Select a project] > Financials > Budget Transactions> [Select a budget transaction] |
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Projects — Issue |
Projects > [Select a project] > Issues > [Select an issue] |
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Projects — Issue stage |
Administration > Application Settings > Projects > Issue Stages > [Select an issue stage] |
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Projects — Phase |
Projects > [Select a project] > Phases/Tasks > [Select a phase] |
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Projects — Project task type |
Administration > Application Settings > Projects > Task types > [Select a task type] |
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Projects — Recognition rule |
Projects > [Select a project] > Financials > Recognition > Rules > [Select a recognition rule] |
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Projects — Recognition transaction |
Projects > [Select a project] > Financials > Recognition > Transactions > [Select a recognition transaction] |
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Projects — Revenue stage |
Administration > Application Settings > Invoices > Revenue stages > [Select a revenue stage] |
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Projects — Project stage |
Administration > Application Settings > Projects > Project stages > [Select a project stage] |
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Projects — Task |
Projects > [Select a project] > Phases/Tasks > [Select a task] |
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Projects — Task assignment |
Projects > [Select a project] > Phases/Tasks > [Select a task] (grid columns under the Assignments form section) |
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Purchases — Accounts payable location |
Administration > Application Settings > Purchases > Accounts payable locations > [Select an accounts payable location] |
— |
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Purchases — Carrier |
Administration > Application Settings > Purchases > Carriers > [Select a carrier] |
— |
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Purchases — Fulfillment |
Purchases > Fulfillments > [Select a fulfillment] |
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Purchases — Manufacturer |
Administration > Application Settings > Purchases > Manufacturers > [Select a manufacturer] |
— |
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Purchases — Product |
Administration > Application Settings > Purchases > Products > [Select a product] |
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Purchases — PO |
Purchases > POs > [Select a PO] > Edit |
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Purchases — Purchase item |
Purchases > POs > [Select a PO] > Purchases items > [Select a purchase item] |
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Purchases — Purchase request |
Purchases > Purchase Requests > [Select a purchase request] > Edit |
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Purchases — Purchaser |
Administration > Application Settings > Purchases > Purchasers > [Select a purchaser] |
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Purchases — Receiving location |
Administration > Application Settings > Purchases > Receiving locations > [Select a receiving location] |
— |
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Purchases — Request item |
Purchases > Purchases Requests > Request items > [Select a project stage] |
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Resources — Booking |
Resources > Bookings > [Select a booking] |
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Resources — Booking requests |
Resources > Booking requests > [Select a booking request] > Edit |
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Resources — Booking type |
Administration > Application Settings > Resources > Booking types > [Select a booking type] |
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Resources — Deal booking request |
Resources > Deal Booking Requests > [Select a deal booking request] > Edit |
— |
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Resources — Resource request |
Resources > Resource Requests > [Select a resource request] > Properties |
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Resources — Resource request queue |
Resources > > Resource Request > [Select a resource request] > Resource Request Queues > [Select a resource request queue] > Properties |
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Timesheets — Payroll type |
Administration > Application Settings > Timesheets > Payroll types > [Select a payroll type] |
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Timesheets — Time card |
Timesheets > Timesheets > [Select a timesheet] > Edit (Additional time card form for each day) |
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Timesheets — Time entry |
Timesheets > Timesheets > [Select a timesheet] > Edit (Additional information form for a time entry) |
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Timesheets — Time off request |
Timesheets > Time off requests > [Select a time off request] > Edit |
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Timesheets — Time type |
Administration > Application Settings > Timesheets > Time types > [Select a time type] |
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Timesheets — Timesheet |
Timesheets > Timesheets > [Select a timesheet] > Edit |
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Workspaces — Discussion |
Workspaces > Workspaces > [Select a workspace] > Discussions > [Select a discussion] > Edit |
— |
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Workspaces — Document/Folder |
Workspaces > Workspaces > [Select a workspace] > Documents > [Select a document/folder] > Edit |
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Workspaces — Workspace |
Workspaces > Workspaces> [Select a workspace] > Properties |