Adding Custom Fields to AP Unapproved Invoice Entry
Overview
When adding custom fields to the AP Unapproved Invoice Entry form (APUI), it is important to understand how these fields interact with the AP Transaction Entry (APHB) and AP Transaction Header (APTH) tables upon invoice approval.
Custom Field Behavior
When unapproved invoices are posted, they are first placed in the APHB table. Once the batch is posted, the records move to the APTH table. Therefore, if you want to preserve the custom field values after approval, you must also add the custom field to the AP Transaction Entry form.
Steps to Add a Custom Field
- Navigate to the AP Unapproved Invoice Entry form.
- Add your custom field and ensure to check the option for “AP Transaction Entry.”
If the custom field is successfully added to both APHB and APTH, the records are linked, and the custom field value will flow to the posted invoices. If the custom field does not appear in these tables, you will need to delete the custom field and re-add it, as the “Change Custom Field” option does not allow for adding additional linked forms after the field is created.
Screenshots
Below is a screenshot illustrating the option to link the custom field to the AP Transaction Entry:
