Create new fields in a master template
- 9 Min.
By default, all vendor template fields are automatically created as copies of master template fields, but you may sometimes have to capture additional information for specific vendors. For individual vendor templates, you can add any available master template fields that you want, and you can also remove fields from an individual vendor template if you don’t need them. In case you change your mind, simply add the fields again.
Caution
We recommend that you always create a new template field in the master template first and then add it to the vendor template afterward. It’s possible to add a field directly to a vendor template, but you should only do this if you’re absolutely certain that the field will never be used for any other vendor template.
To add a field to a vendor template, we recommend that you create the field in the master template first. To do this, follow these steps:
Choose the search icon, enter Document Categories, and then choose the related link.
Select the document category, and then select Edit.
Under Templates, select the master template, and then select Manage > Edit.
Under Fields, a list of all available master template fields is displayed. To create a new field, select Manage > New.
Note
New template fields will be inserted below the currently selected template field. So in the example below, a new field would be inserted between Posting Description and Invoice Header Posting Description.
Configure the new field, and remember to fill in one of the fields under Transfer Value to… – either Field in Purchase Header or Field in Purchase Line – as these two fields define where the recognized data is transferred to in registered purchase documents. The example below shows a setup that will add a new template field to the master template, which can then be copied to a vendor template. This template field allows you to apply a campaign to received documents via lookup and then have the selected campaign transfered to the Campaign No. field in the purchase documents that are created upon registration.
If you want the new master template field to be added to all existing vendor templates, select the field on the Template Card, and then select Manage > Copy Field.
Important
Remember to fill in all relevant values on the template field card, as you won't be able to do this later. Once a field has been copied from the master template, it can't be updated in the vendor templates that it's been copied to.
Now that you know how to create new fields, you're ready for the next unit, which will show you how to copy fields from a master template to a vendor template.
Video
This video demonstrates how to add new fields to a template.