User Defined Fields

Select the area (program, system etc.) that the UDF applies to.

Select the area (invoice, RFI etc.) where the UDF is being added.

Enter the Name of the User Defined Field.

Check the box in order to make the User Defined Field visible in the Record.

Select the data type for the User Defined Field.

Click on the Update Records button to save the User Defined Field.

Click to enter a calculation.  This must be based on available fields from the record type and field type.  For those fields with integers or currency fields, a calculation helper icon appears when the field is highlighted for editing. In the calculation helper pop up, click on the fields required to build the calculation.  Click Save & Close when complete.