Custom Fields

The module lets you add fields used in your company's processes to supported Business Central cards and documents.

❓ Module Scope

The Custom Fields module provides predefined fields whose name and visibility you can customize. Users can then record information needed by the company without changing standard Business Central pages.

Fields are available in the following areas:

  • Customer
  • Vendor
  • Item
  • G/L Account
  • Fixed Asset
  • Sales quotes, orders, invoices, and credit memos, including their lines
  • Purchase quotes, orders, and invoices, including their lines
  • Warehouse shipment lines and posted warehouse shipment lines
  • Combined sales and purchase line lists

Fields support text, decimal, date, Boolean, code, code with dictionary, and long text values. They are visible on related pages only when you enable them in setup.

⚙️ Setup

Enable the Module

  1. Open Search and go to N24C | Core Extension Setup.
  2. Select Custom Fields Enabled.
  3. Open N24C | Custom Field Setup.

Configure a Field

On the N24C | Custom Field Setup page, select an area and then configure the required field.

  • Enabled - determines whether the field is visible on related pages.
  • Field Caption - opens the page where you translate the field name for a user's language.
  • Default Value - fills the field when a new record is created; available for applicable data types.
  • Dictionary Count - opens the list of values for a code with dictionary field.

Default Values

You can set a value that the system enters automatically when a new record is created. Available values depend on the field type:

  • Text field - default text.
  • Boolean field - a true or false value.
  • Date field - default date.
  • Decimal field - default numeric value.
  • Code field - default code.

Dictionary Values

A Code with Dictionary field lets users choose a value from a prepared list. Select Dictionary Count to open the dictionary page and add or change available values.

Transfer Values

In selected document areas, you can automatically transfer a value from a source field. Available sources depend on the target area, for example an item for a document line or a customer for a sales header.

  1. Select Transfer From Area.
  2. In Transfer From Field Name, select a field with a compatible data type.
  3. Select Transfer Data.

The system checks whether the source area is allowed for the target area. You cannot enable the transfer without selecting both a source area and source field.

🛡️ Copy Setup Between Companies

You can copy field setup from the current company to selected companies. The operation copies field setup, translations, dictionary values, and the setting that enables the module.

  1. Go to the company with correctly configured fields.
  2. Open N24C | Custom Field Setup.
  3. Select Synchronize Settings to Company....
  4. Select the target companies and confirm the operation.
Warning

Synchronization replaces existing field setup, translations, and dictionary values in target companies. Before you confirm, check that you will not lose required setup.

📘 Examples and Scenarios

Scenario: Long item description on a document and printout

Need: A company sells products that require a description longer than the standard fields on an item card, for example a technical description, instructions for use, or text required by a customer. The text must also be available on a document line and its printout.

Configuration:

  1. Open N24C | Custom Field Setup and select the Item area.
  2. Enable a Long Text field and set its caption to Printout Description.
  3. Enter the full description on the item card in Printout Description.
  4. Select the Sales Order Line area and enable a second Long Text field with the caption Printout Description.
  5. Enter the text on the document line and then add that field to the layout used for the printout.

Result: The full description is available on the item card and document line without the length limitation of standard text fields. The printout can show the same description for the item being sold.

Scenario: Tracking customer project number on sales orders

Need: A company fulfills orders linked to customer investment projects. Salespeople must enter the customer's project number on each order so the warehouse knows how to label packages.

Configuration:

  1. Open N24C | Custom Field Setup and select the Sales Order area.
  2. Enable a text field and set its caption to Customer Project No..
  3. Save settings.

Result: The Customer Project No. field appears on the sales order. The salesperson enters the number, and the warehouse worker sees it during order fulfillment.

Scenario: Automatic transfer of item category to document line

Need: The controlling department wants to report sales by a custom product category (e.g., "Premium", "Standard", "Eco") assigned to items. The category should automatically appear on sales order lines.

Configuration:

  1. Open N24C | Custom Field Setup and select the Item area.
  2. Enable a Code with Dictionary field and set its caption to Product Category.
  3. Click Dictionary Count and add values: Premium, Standard, Eco.
  4. Go to the Sales Order Line area.
  5. Enable a Code with Dictionary field and set its caption to Product Category.
  6. Set Transfer From Area to Item, select Product Category in Transfer From Field Name, and select Transfer Data.

Result: After selecting an item in a sales order line, the Product Category field is automatically filled with the value from the item card (e.g., "Premium").

Tip

With dictionaries, users select values from a list — this eliminates typos and makes filtering in reports easier.

Scenario: Marking vendors with a "Strategic Vendor" flag

Need: The purchasing department wants to flag key vendors with a boolean field to quickly filter the vendor list and prioritize negotiations.

Configuration:

  1. Open N24C | Custom Field Setup and select the Vendor area.
  2. Enable a Boolean field and set its caption to Strategic Vendor.
  3. Save settings.

Result: A Strategic Vendor field (Yes/No) appears on the vendor card. Buyers mark key vendors, then filter the vendor list by this field to quickly display only strategic vendors.