Create Required User Defined Fields for Orders

A previous article shows DVU users how to enable user-defined fields on the Accounts > Pre Defined page. These fields, by default, are optional.

This article shows DVU users how to set one or more user-defined fields as required. When required, the DVU user must enter a value to complete a task (e.g. save a template record).

Enabling required fields

Receiving

1. Go to Home > Business Partners > Accounts.

2. Open an account and click Receiving on the side menu.

3. Go to the New Order Validation section. (optional)

4. Check a box next to each required user-defined field.

5. Repeat actions for the Receive Validation section. (optional)

6. Click Save Partner.

Shipping

Click Shipping on the side menu and repeat the steps for New Order Validation and Ship Validation.

Work Orders

Click Work Orders on the side menu and repeat the steps for General Validation and Complete Validation.