In 2018 R2 version Acumatica introduced new feature called “User Defined fields” in short UDF’s. These fields allow users to configure existing document screens to capture custom data per document basis.
New features like this really helps partner/customer to configure business workflow process, this capability built on a framework can now enhance existing documents like Sales order, purchase order or other document to collect custom data at transaction level using attributes.
For more information on which documents/screens you can collect UDF’s refer to Acumatica help
In this example I have created few custom data that we would like to accept in our Print industry, this works pretty well with our Acumatica plugin PrintShop for Screen printing and embroidery companies, as business do accept different type of data and allows us to do minimal customizations.
If your accepting custom data related to art work, then you can create those attributes ahead of time and use the Customization –> Manage User defined screen and add those attributes to the screen design, allowing user to enter data during creation of the document.
Note: Every new feature will have few constraints, we found few that are listed below.
1. Manage UDF’s screen is not customizable, you can only add and position the fields but you can’t change caption or add new label section everything that you could do in Customization manager 2. These fields are added to header level but still they are not exposed in Notifications so you can’t add any notification emails, however you can use business events and expose it there and notify 3. You can only add attributes but not custom fields
