Exploring the Basics of Custom Fields

This unit explores the essential components of custom fields. Throughout this unit, you gain a comprehensive understanding of custom fields, including insights on how to access and effectively manage them.

After completing this unit, you will be able to:

• Access custom fields.
• Create and manage simple lists.
• Create and manage multi-level lists.
• Import list items.
• Setup custom fields visibility.
• Access references.

Once you identified the cost tracking fields your company needs and how users will enter the data, you're ready to set custom fields.

Custom fields serve two purposes:

• Enable a custom field that your company wants the users to complete in an expense report.
• Capture any other General Ledger (G/L) types of information, such as Departments, Projects, and Cost Centers that must be part of the G/L string or G/L file SAP Concur provides your company.

You can designate the behavior for each field:

• Required
• Optional
• Read-Only
• Hidden

The Add New Field page allows you to add the following field types:

• List
• Multi-level List
• Free-Text
• Checkbox

The fields selected appear in the following places:

• User Details page
• Expense Report Header page
• Expense Entry page
• Expense Entry Allocation page

In addition to the custom fields, the system tracks those available by default to all customers. The Fields We Track tab provides a complete list of the types assigned to each field.