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Thread: Pastel Express V11 - Customise input Screen

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    Pastel Express V11 - Customise input Screen

    Hi

    I would like to know if it is possible to display a user defined field when inputting data in Customer (Quotes, sales orders and Invoices) screen?

    regards

    Craig

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    Platinum Member Neville Bailey's Avatar
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    After you have captured the first line item in the document, you will see a button named "Additional Fields" appear at the bottom of the form.

    Click on the button, and then click on the "Setup Mode" button to customise which user-defined fields you wish to see, and what labels you want them to display.
    Neville Bailey - Pastel Accounting Consultant and Photographer
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    Quote Originally Posted by Neville Bailey View Post
    After you have captured the first line item in the document, you will see a button named "Additional Fields" appear at the bottom of the form.

    Click on the button, and then click on the "Setup Mode" button to customise which user-defined fields you wish to see, and what labels you want them to display.
    Hi Neville

    Thanks for answering, below is a screen shot, I don't see the button you are talking about?
    Click image for larger version. 

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    Am I looking in the wrong place?

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    Platinum Member Neville Bailey's Avatar
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    Oops, I should have said that this feature is only available in Pastel Partner.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
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    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    Quote Originally Posted by Neville Bailey View Post
    Oops, I should have said that this feature is only available in Pastel Partner.
    Ok, so does that mean I cannot display additional fields? or is there a workaround?

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    Platinum Member Neville Bailey's Avatar
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    Quote Originally Posted by Paarlite View Post
    Ok, so does that mean I cannot display additional fields? or is there a workaround?
    Unfortunately not in Xpress. The only workaround I can think of would be to use the Ship/Deliver and Freight Method fields at the top right of the form, and then use BIC (if you have it) to pull that data into a report.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    Quote Originally Posted by Neville Bailey View Post
    Unfortunately not in Xpress. The only workaround I can think of would be to use the Ship/Deliver and Freight Method fields at the top right of the form, and then use BIC (if you have it) to pull that data into a report.
    Thanks for the help Neville - appreciate it, think I will use the unit field for abbreviation, and use form designer to print the fields on the documents - Boer maak n plan!

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