Creating, editing and deleting Extra Fields

In AE / AO, you may wish to add or delete extra fields or change the data type or settings that apply to an existing extra field.

Rules:

You cannot delete an Extra field if it has been mapped to a key client attribute.
You cannot change a Data Type if the field has been mapped to a key client attribute.
Contact must be selected if an extra field is mapped to a key client attribute.

For AO New Zealand sites, if you are integrated with AO Classic, any existing extra field entries are those that have been converted. For these converted extra field entries, you cannot:

change the Allow multiple status.
add a new value.
delete a value.
change the data type.

Any pre-defined values cannot be changed.

You can however enter additional extra fields but these will not be synchronised with AO Classic.

To create and edit new extra fields

Select Maintenance > Maintenance Map > User defined > Extra Fields on the main menu. The Maintenance – Extra Fields page opens.
Enter the name of the new Extra Field in the first blank row at the top of the table under the heading Field.
(AE) Select the checkbox in the Assignment column to display the Extra Field on the Assignment Details page. Deselect the checkbox to remove the Extra Field from the Assignment Details page.
Select the checkbox in the Contacts column to display the Extra Field on the Contact and Client pages. Deselect the checkbox to remove the Extra Field from the Contact and Client pages.
Select the checkbox in the Employee column to display the Extra Field on the Employee page. Deselect the checkbox to remove the Extra Field from the Employee page.
(AE) If using MYOB Document Manager:
1. Select the checkbox in the Document column if you want to make the field available on the Add Document > Select Extra Fields tab.
2. Deselect the checkbox to remove the Extra Field from the page.
Select the checkbox in the Is Mandatory column if you want the field to be mandatory on all contacts and clients or on all employees for example..
Select the type of data to be entered as a value from the Data Type drop-down.

The Key Attribute column identifies the extra fields defined as key client details for compliance work. These values are displayed on the Client page > Main tab and data entered into these fields must pass appropriate validation checks.
You can select an Extra Type from the drop-down list of defined Extra Types to enhance your search and filter options.
Press [Enter] to add more Extra fields. Repeat steps 2-10 to enter more Extra Fields.
Click OK to save the changes and close the Maintenance – Extra Fields page.

To delete an extra field

You cannot delete any Extra Field which has an entry in the Key Attribute column.

Select Maintenance > Maintenance Map > User defined > Extra Fields on the main menu (AE). The Maintenance – Extra Fields page opens.
Select the row containing the category you want to delete. Click
to highlight the entire row.
Press [Delete]. A Maintenance – Extra Fields message is displayed requesting confirmation of the deletion.
Click Yes.
Click OK to save the changes and close the Maintenance – Extra Fields page.