Thursday, May 2, 2019

Make Tax Code field in Expense Reports Mandatory

The Tax Code field is a standard column field in the Expense Report. There is currently no option to mark this field as mandatory. Ability to mark standard column fields mandatory when customizing the forms is currently an enhancement (68840).

Alternate Solution
is to create a custom field  (Body Fields or Column Fields) and make it mandatory. The custom field will require users to indicate if they have added a tax code in the transaction or not.

Below are the steps for this option:
1. Navigate to Customization > Lists, Records & Fields > Lists > New
2. Enter name of a list, ex. Tax Code Entered?
3. Enter Values = Yes and hit Add
4. Enter Values = No and hit Add
5. Save
6. Navigate to Customization > Lists, Records & Fields > Transaction Column Fields  > New
7. Enter label, ex. Have you selected Tax Code?
8. Type = List/Record
9. In the List/Record  field > select the lists created above (ex. Tax Code Entered?)
10. In the Applies To tab > mark Expense Report or Expense check box
11. In the Validation & Defaulting tab > mark Mandatory check box.
12. Click Save

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