User Defined Fields can be used to add information to resources which require additional information. A resource's user defined fields are determined by the minor inventory group assigned to the resource. To learn how to set up a user defined field set, see Configure Custom Fields/User Defined Fields (UDFs).
To assign user defined fields to a minor inventory group:
- From the Main Menu, search and select the Minor Inventory Groups. The Minor Inventory Groups page opens.
- Select the minor inventory group for the user defined fields.
- Right-click and select Edit. The Edit Minor Inventory Group window opens.
- Select the user defined field set to use from the Resource User Fields drop-down. Only UDF sets created in the Resource/Inventory/Purchasing Issue Types page are available for selection.
- Click OK.
To assign a minor inventory group to a resource:
- From the Main Menu, search and select Resources. The Resources page opens.
- Select the resource for the user defined fields.
- Right-click and select Edit. The Edit Resource window opens.
- Select the Additional Information tab.
- Expand the Groups section.
- Select the minor inventory group with the UDF set from the Minor drop-down.
- Click Save. A User Defined Fields tab displays on the Edit Resource window.
Comments
5 comments
Hello,
I am following these directions, however when I get to step 4 I do not have a Resource User Fields drop-down. I tried editing the layout and it is not an option to add this field. I am on 20.82 G x11
0 upvotes
Hi Michelle!
That's not expected behavior. Just to confirm, you're on the Minor Inventory Groups screen, and you've selected a group, and then right-clicked and selected edit, bringing you to the Edit Minor Inventory Group window. From there, you've selected Edit Layout and that's where you're unable to locate the Resource User Fields drop-down menu?
If all that's true, and those are the steps you took, please submit a ticket because that field should be there!
--Carrie
0 upvotes
Hi Carrie,
That is correct. The only difference is that we did not have a group there so I had to add one. I will submit a ticket.
Thanks!
0 upvotes
Hi Carrie & Michelle,
Interestingly enough I had to do this just yesterday. I instinctively went to do this the 'old school' way by adding a UDF set to a Minor Inventory Group and then assigning the resource to that group.
When I did this, the UDF was on the Resource Master record, but not on the Service Order Item when that resource was ordered.
I then added the UDF set directly to the resource via the 'Order Items User Fields Type' dropdown - this worked a treat.
Not sure if this what you were after.
0 upvotes
Hi Sean,
Thanks for your help! I was able to select the UDF the way you suggested, but it says in the help box that the field is for the Exhibitor Service Center. We are actually trying to get the UDF on a resource to use internally (and report on internally).
Great to know that is an option though! Thank you!
0 upvotes
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