Mandatory Fields

This chapter contains all important information regarding the setup mandatory fields in TRASER DMS 365. You can set up mandatory fields for tables and cards in order to improve the quality of the master data. This chapter is divided into the following sections:

• Setting up Mandatory Fields in Tables and Cards
• Correcting Mandatory Field Errors
• Setting up Mandatory Field Check
  • Setting up Mandatory Field Check for Sales
  • Setting up Mandatory Field Check for Purchase
  • Setting up Mandatory Field Check for Service

Setting up Mandatory Fields in Tables and Cards

This section describes how you set up mandatory fields in tables and cards. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Mandatory Table Setup page.
• Enter a table or card for which you want to set up a mandatory field in the Table No. column, e.g. 18 (Customer).
• Click on Setup Mandatory Fields in the menu bar.
• The Set up Mandatory Field window opens.
• Select a field that you want to set as mandatory in the Field No. column.
• Repeat this step for all desired mandatory fields of the table or card.
• Click Close to return back to the Mandatory Table Setup.

You have successfully set up mandatory fields for a table or card. The Number of Fields column shows the corresponding number of mandatory fields. By clicking on the number, you can open an overview of those fields.

Correcting Mandatory Field Errors

This section describes how to view and to correct errors concerning mandatory fields. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Mandatory Table Setup page.
• Click on Refresh Errors in the menu bar.
• The No. of Errors column shows the number of errors for the mandatory fields of the respective table or card.
• Click on the number to open the Mandatory Field Error page.
• Choose a data record from the Record ID column, then click on Open Related Record in the menu bar.
• The corresponding data record, e.g. a customer card, opens.
• Add the missing information.

You have successfully fixed a mandatory field error in a data record.

Mandatory Field Check

You can set up a mandatory field check in TRASER DMS 365. With this functionality, you can define which fields need to be filled out before a certain action, e.g. releasing or booking a document. This mandatory field check can be set up for the different areas (sales, purchase and service) individually.

Setting up Mandatory Field Check for Sales

To set up the mandatory field check for Sales, please proceed as follows:

• Use the quick search (ALT+Q) to find the Sales & Receivables Setup page.
• Click on Home > Mandatory Document Field Setup in the menu bar.
• Complete the columns according to the table below.

• Navigate to the Mandatory Fields FastTab.
• Activate the Order Type Mandatory toggle switch.

You have successfully set up the mandatory field check for Sales. From now on, an error message is displayed if a user tries to process a sales document with missing mandatory fields.

Setting up Mandatory Field Check for Purchase

To set up the mandatory field check for Purchase, please proceed as follows:

• Use the quick search (ALT+Q) to find the Purchases & Payables Setup page.
• Click on Mandatory Document Field Setup in the menu bar.
• Complete the columns according to the table below.

• Navigate to the Mandatory Fields FastTab.
• Activate the Order Type Mandatory toggle switch.

You have successfully set up the mandatory field check for Purchase. From now on, an error message is displayed if a user tries to process a purchase document with missing mandatory fields.

Setting up Mandatory Field Check for Service

To set up the mandatory field check for Service, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Management Setup page.
• Click on Mandatory Document Field Setup in the menu bar.
• Complete the columns according to the table below.

• Navigate to the Mandatory Fields FastTab.
• Activate the Order Type Mandatory toggle switch.

You have successfully set up the mandatory field check for Service. From now on, an error message is displayed if a user tries to process a service document with missing mandatory fields.