Adapt Intacct with Custom Fields

Have you ever wanted to track data but there is no place in Intacct to store it?  Maybe you need to store an internal account number with each Customer record.   Perhaps you sell cars and wish to track the number of doors on your inventory.  Well now you can, with custom fields!  Custom fields can be added to both custom and standard objects within Intacct in a variety of data types.  A few of the more common data types include:  text, text area, checkbox, date, number, percentage, email address, picklist…the list goes on!  You can create your own custom field in just a few easy steps.

In order to create your custom field you must first be subscribed to Customization Services or Platform Services, then from the main screen click Custom Fields > Add.

Step 1 is to choose the object you wish to extend.  This is essentially specifying where you want your custom field to be added.

Adapt Intacct with Custom FIelds - Object Selection

After you have selected your object from the dropdown, click the ‘Next >>’ button to go to Step 2.

Step 2 is where you select the type of custom field you wish to add.  As stated above there are many options available to select.  The following list, as written in the Intacct help documentation, will you help remember the difference between these 13 types.  Feel free to print it out for quick reference.

Adapt Intacct with Custom Fields - Types

Step 3 is to set some key characteristics about our new field.  This screen will vary depending on what Data Type you chose in Step 2.  In the below example we will enter a label of ‘Internal Account Number’ on our field and a length of 10.  When you tab out of the Label field the Field ID field will auto populate.  You can change this if you wish or leave it as is.  On this form the red items marked with an asterisk are the required fields, so ensure you have those completed in the very least.

Adapt Intacct with Custom Fields - Characteristics

Once you are happy with your field characteristics, click ‘Next >>’.

Step 4 of the custom field setup procedure is to specify deployment options.  None of the fields on this screen are required but you may wish to use some of them based on your needs.  This is where you will specify if you want your field added to a new tab or a new field grouping on an existing tab.  The following table, as written in the Intacct help documentation, will help explain what each of these settings does. Adapt Intacct with Custom Fields - Settings

Click ‘Done’ to complete your custom field creation.

One thought on “Adapt Intacct with Custom Fields

  1. […] The first step to creating a custom field which moves through your workflow is to create the field in the first place you wish to use it.  In our example we will create a coupon code field in the sales order form using the steps outlined in last week’s blog post on Creating Custom Fields (click here to catch up on the post). […]

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