Add fields

You can add custom fields to the invoice header if the corresponding field IDs already exist in SAP. For proper data synchronization, these fields must be predefined in SAP before they are used in the invoice header in Supplier Portal.

To add a new field to the invoice header, complete the following steps.

1. In the Worklist, select Configuration > Fields configuration > Names > Definitions > Document > Invoice fields > Header.

   A list of available fields is displayed, showing only the editable header fields. The default Supplier Portal fields are hidden and cannot be modified.

2. To add a field, click Create.

   The Header pane appears.

3. In the General pane, specify the main field information. To avoid any errors during synchronization, the new field must have the same parameters as the one in SAP.

   All parameters are mandatory, except for 'Tooltip'.

   Parameter	Description
   Id	A unique identifier used by SAP to map data to the correct field. It must correspond to the SAP field ID to ensure proper synchronization.
   Name	The field name displayed to the user. To specify localization, click the ellipsis on the right side of the text box. The "_default" value is displayed when no localized version is available for the language configured in the user settings.
   Tooltip	Provides additional information about the field. In the invoice view, it appears when moving the pointer over the field value, but only if the field is read-only. To specify localization, click the ellipsis on the right side of the text box. The "_default" value is displayed when no localized version is available for the language configured in the user settings.
   Tab Id	Defines the tab where the field is displayed. The list includes all tabs from the view. Some tabs may be hidden or only visible when they contain data. If you add the field to a hidden tab, it also becomes hidden. After configuration, verify its visibility in the view and adjust as needed.
   Position	Specifies the position of the field within the tab, relative to other fields. The tab in the invoice view may contain hidden fields, which can affect the position of the field. After configuration, verify the position in the view and adjust this value as needed.
   Exported	Indicates whether the value in the field should be exported to SAP or imported from SAP during synchronization.
   Length	Maximum length of the value in the field.
   Uppercase	Specifies whether the text is displayed in uppercase.
   Data type	Specifies the type of data stored in the field. Note that some data types may override the 'Length' parameter, as they have a predefined length. The following table shows the correlation between SAP and Supplier Portal data types. SAP Supplier Portal CHAR DEFAULT CUKY CCODE CURR CURRENCY DATS DATE DEC DECIMAL NUMC NUMERIC TIMS TIME QUAN QUANTITY UNIT UNIT
   Control Type	Specifies the type of input control to be used for the field. The available options are: TEXT: Use for free-form input. SELECT: Use to define a set of possible values for the field. When this option is selected, the field displays a list of values specified in the Possible values pane. This control type can only be used with the DEFAULT data type. CHECKBOX: Use for true/false values. This control type can only be used with the DEFAULT data type.

4. Click Save.

   The field is added as hidden. To configure the visibility, refer to Show and hide fields.