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Insert Required Fields in the Debenture

Insert Required Fields in the Debenture

Aug 6th, 2022

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How to Insert Required Fields in the Debenture

4.9 out of 5

17 votes

In this tutorial, Jason Green, a program manager for Finance and Operations, introduces the custom fields feature available in Platform update 13. While the platform offers extensive tables and fields for various business processes, organizations may need to track additional information not included by default. Custom fields can address this need. Jason demonstrates adding a Tracking number field to sales orders by utilizing the personalization capability. He starts by right-clicking on the sales order header, selecting "Personalize," and then choosing "Add a field," which opens a dialog listing existing fields that can be inserted into the page. This illustrates how to customize the Sales Order page effectively.

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