During data entry of address information or contact information, it can be needed to define the purpose.

Before you can add a purpose field to a data entry workflow template step, create the field in the related workflow document.

You can only add a purpose field to a workflow document record that is related to one of these tables:

  • DirPartyLocation
  • LogisticsElectronicAddress

You add a purpose field as a virtual field to the workflow document.

When you have added the purpose field to the workflow document, you can add it to a data entry workflow template step. To do so, use the Add field from workflow document function.


Standard procedure

1. Go to Data entry workflow > Design > Data entry workflow templates.
2. In the list, find and select the desired data entry workflow template.
3. On the Action Pane, click General.
4. Click Workflow document.
5. In the Record section, in the list, find and select the desired record.
 

Note:

You can only add a purpose field to a workflow document record which table is related to one of these tables:

  • DirPartyLocation
  • LogisticsElectronicAddress

6. Click Add field.
7. In the Field name field, enter a value, for example, Purpose.
8. The default Ax field name is the name that you entered in the Field name field. If desired, you can change it.
  In the Ax field name field, type a value.
9. Make sure, the Field type is set to 'Virtual'.
10. Click Save.
11. Click the Virtual field tab.
12. In the Virtual field type field, select 'Address purpose'.
13. Close the page.

Notes

For customer or vendor addresses, you can use the Configure step function to automatically add the purpose field.

Related to Notes

Add field to field group

 

See also

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