Assign User Defined Fields (UDFs) to Suppliers

You use user defined fields (UDFs) to gather additional information about a supplier or supplier contact. Supplier account UDFs are the same for all supplier accounts, and supplier contact UDFs are the same for all supplier contacts. To learn how to set up a user defined field set, see Configure Custom Fields/User Defined Fields (UDFs). 

To assign a user defined field set for supplier accounts and/or contacts:

1. Click the Accounts Payable Configuration link from the Main Menu. The Accounts Payable Configuration screen opens.
2. Select the General tab.
3. Expand the Other section.
4. Select the UDF set to use for supplier accounts from the Supplier Default Account Issue drop-down. Only UDF sets created in the Opportunity Types - Supplier screen are available for selection.
5. Select the UDF set to use for supplier contacts from the Supplier Default Issue Type drop-down. Only UDF sets created in the Opportunity Types - Supplier screen are available for selection.
6. Click OK. 
7. Click the Accounts – Supplier link from the Main Menu. The Accounts screen opens.
8. Click the Add button. The Add Account screen opens.
9. Click the Edit Layout link in the lower right corner of the screen. The Edit Layout screen opens.
10. Select the UDF you want available for the supplier from the Available Fields section.
11. Drag the UDF to the Layout Sections section of the screen and drop it in the desired location.
12. Repeat steps 10 and 11 for each UDF you want available. Tip: Select the UDF set from the Group drop-down in the Available Fields section to view only the UDFs for that UDF set.
13. Click OK. The selected UDFs are available on the Add/Edit Account screen.
14. Click the Contacts – Supplier link from the Main Menu. The Contacts screen opens.
15. Click the Add button. The Add Contact screen opens.
16. Click the Edit Layout link in the lower right corner of the screen. The Edit Layout screen opens.
17. Select the UDF you want available for the supplier contact from the Available Fields section.
18. Drag the UDF to the Layout Sections section of the screen and drop it in the desired location.
19. Repeat steps 17 and 18 for each UDF you want available. Tip: Select the UDF set from the Group drop-down in the Available Fields section to view only the UDFs for that UDF set.
20. Click OK. The selected UDFs are available on the Add/Edit Contact screen.