Customizing Forms for Per-Line and Header Classifications
If you have enabled preferences to use per-line classes, departments, locations, or custom segments, you can customize transaction forms to identify the classification at both the header and line level at the same time.
To customize a form to identify a classification at both the header and line level, open a new transaction and click Customize. Then follow the steps below to choose which fields appear on the form and whether they are mandatory.
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Enter a name for the custom form.
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On the subtab Screen Fields > Main:
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Show column – Check the box next to Class, Department, or Location to use the fields in the transaction header.
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Mandatory column – Check the box next to Class, Department, or Location to require the header field to be completed on this form.
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On the subtab Sublist Fields, check the box in the Show column next to Class, Department, or Location to use the fields on individual transaction lines.
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Complete other fields as necessary.
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Click Save.
The classification fields you have indicated are available for use when you use the customized form.