User-Defined Fields

There are two types of user-defined fields in Macola –

· Customer Notes Fields

· Form-defined Fields – added using the Form Designer tool

Customer Notes

There are 7 custom fields associated with the Customer Notes. You can customize these field names in Accounts Receivable > Maintain > A/R Setup > Page 3:

$images\cust_usrdef1.gif$

You access these fields from Accounts Receivable > Maintain > Customers:

$images\cust_usrdef2.gif$

You can map these fields for the Orders and Customer document types in ShipGear > Customize Interface. The customized field names will appear in the Progression Source field list once you’ve connected to your company:

$images\cust_usrdef3.gif$

To learn more about the Customize Interface feature, read about it in ShipGear Exchange Help.

$images\ebx_-1196150980.gif$ Note:

If you don’t define the custom field name for these fields, the default: Notes 1 – 5, Date, and Amount, will appear in the Progression Source field list.

Form Fields

User-defined fields that you add to the "Enter Orders", "Customer Maintenance" and "Alternate Address Maintenance" screens using the Form Designer appear in ShipGear Exchange as follows:

$images\formfieldstable_shg.gif$

Form Designer

To use the Form Designer in Progression, select System Manager > Maintain > Designer.

For information on how to use the Form Designer, please refer to your Macola documentation.