Adding an Existing Custom Field to a Custom Transaction Type
Every custom transaction field you create is available to be added to all transaction types, both custom and standard types. This procedure explains how to add one of these fields to your custom transaction type.
Be aware that when you add a custom field to your transaction type, you add it to all forms that exist for the type, including the standard form and any custom forms you have created. However, if appropriate, you can customize the field on your custom forms. For example, you can change the field’s label, make it read-only, or hide it. For help working with custom forms, see Configuring Custom Forms for a Custom Transaction Type.
For help creating a custom field, see Creating a Custom Field.
To add an existing custom field to a custom transaction type:
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Do one of the following:
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To add an existing body field, go to Customization > Lists, Records, & Fields > Transaction Body Fields.
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To add an existing column field, go to Customization > Lists, Records, & Fields > Transaction Column Fields.
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Click the name of the required field.
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On the Applies to subtab, locate the Custom Transactions box, which lists all of the existing custom transaction types. Select the name of the appropriate type.
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Click Save.