One of the many ways that SalesPad allows users to configure SalesPad to meet their specific business requirements is through the use of User Defined Fields. While both Microsoft Dynamics GP and SalesPad offer users a large range of places to store and view information, SalesPad also allows users to create unlimited User Defined Fields. These fields effectively allow SalesPad users to extend the type and amount of information that they are capturing about customers, vendors, inventory items, sales, and purchasing documents throughout their system.
SalesPad supports the creation of User Defined Fields on the following business objects:
-Customer Record
-Customer Contact Record
-Sales Document Header
-Sales Document Line Item
-Vendor Record
-Vendor Contract Record
-Purchase Order Header
-Purchase Order Line Item
-Inventory Item Master Record
-Inventory Item Serial Number
While SalesPad User Defined Fields can be viewed and the values maintained in various windows in SalesPad, many SalesPad UDFs can also be mapped to the existing User Defined Fields available in Dynamics GP. This allows users to view and maintain this data in either Dynamics GP or SalesPad.
SalesPad supports following types of fields:
-Text, or Text with a drop-down list
-Numeric Values
The following characteristics may be applied to SalesPad UDFs:
-Field is Read Only
-Field is an Attachment
-Field is a Hyperlink
-Field is an Image
-Field is Required
SalesPad User Defined Fields are added to SalesPad specific tables in the Dynamics GP company database. This makes SalesPad User Defined Fields easily accessible by reporting tools like SmartList Builder, Crystal Reports, or Microsoft SQL Reporting Services.
To learn more about creating and using User Defined Fields, check out the SalesPad User Defined Fields help document, call us at (616) 245-1221, or email sales@salespad.net.
