Sage 300 Custom Fields

In order to use Custom Fields, you must have the Optional Fields module installed in Sage 300. If you do not have it installed, you can run Sage 300 Setup again and select to modify your installation. Select Transaction Analysis and choose to install the Optional Fields module.

Follow the steps below to add and configure Custom Fields for use with StarShip’s User Definable fields.

1. Custom Fields administration can be accessed in Common Services > Optional Fields. You can add new fields or use the magnifying glass to look up and modify existing fields.
   
2. Next, in Order Entry > O/E Setup > Optional Fields, you can add the Custom Fields to the Orders, Shipments, and/or Invoices documents — the documents that you ship against in StarShip.
   To do this, select the document from the “Optional Fields For” drop-down list (ex. Orders) and click the last entry in the Optional Field column (ex. TEMPCUSTOMER, show below). Press the Insert button on your keyboard. A blank row will be added to the list.
   
3. Double-click in the blank Optional Field (first column). You can then enter the Field Name to select it, or use the magnifying glass to select from a list.
   
4. In this example, we are selecting the field created earlier, “MYTESTFIELD”.
   
5. Set the “Value Set” column value to “Yes”. Click in any of the fields to configure the Optional Field. Click Save when you’re done.
   
6. The Optional Fields appear on the Sales Order or Shipment on the Optional Fields tab, where you can add a value.
   
7. In StarShip, you can select the document (for example, Sales Order) and map the custom field to a user-defined field in StarShip. To do this, select Setup > Source Interfaces > Sage 300 (version) and click the Interfaces heading. Click the Customize Interface button for the document under your interface.
   
8. Map your custom Sage 300 field to the StarShip User Definable Field.

When you import the document that has the Sage 300 custom field populated with a value, you’ll see the value in the StarShip User Definable field to which you mapped.