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Setup Custom Fields for Item Master

YouTube: How to Set Up Custom Fields for Item Master?

How to Set Up Custom Fields for Item Master?

In this tutorial, we will learn how to enable and configure custom fields in the Item Master setup in Logic ERP and understand how these fields can be used during item creation and reporting.

Open Setup Custom Fields in Item Master

  • Navigate to Setup → Setup Items

  • Click on "Setup Custom Fields for Item Master"

  • The Item Master – Custom Fields window will open.

Define Custom Field Properties

For each custom field, configure the following options:

  • Column Name

    • Enter the name of the custom field

  • Column Type

    • Press the Space Bar to select the type

    • Available options:

      • Text

      • Numeric

      • Date

      • Boolean

      • User Defined

  • Required

    • Set Yes if the field should be mandatory

    • Set No if the field is optional

  • Visible

    • Set Yes or No to control field visibility during item creation

  • Default Column

    • Applicable when the column type is User Defined

Configure User Defined Custom Fields

  • Select User Defined as the column type

  • Press F2 to define default values

  • A dropdown list will be created using the values entered by the user

  • Repeat the process to create multiple user defined custom fields as required

  • Click Save after defining all fields

Set Display Order of Custom Fields

  • Use Set Order to control the sequence of fields during item creation

  • You can:

    • Click Set in Alphabetical Order, or

    • Use the Arrow Keys to manually rearrange the order

  • Refresh and Save the updated order

Enable Custom Fields During Item Creation

  • Open Setup Item → Setup Items Multiple Packs/Sizes.

  • Open the Column Locks under Configuration Window.

  • Search for Custom Fields

  • Unlock the required options

User defined custom fields are now enabled under Pack Details.

Create a New Item with Custom Fields

  • Create a New Item

  • Click on User Defined Columns

  • All previously created custom fields will be visible

  • Enter the required details

  • Click OK and Save the item

View Custom Fields in Item Reports

  • Navigate to Reports/Queries\Item Reports and open "Items Directory".

  • Before generating the report:

    • Open the Configuration Window

    • Go to Groups / Options

    • Select the required Item Custom Columns

  • You can also:

    • Edit column names

    • Change column order using Edit Custom Columns

  • Save the configuration

  • Select items

  • Click on Create button to generate the report

Enable Custom Fields in Column Attributes

  • Open Setup → Column Attributes

  • Search for the custom field columns

  • Enable the required fields

  • Save the changes

  • Press F2 to refresh the report

The updated custom field details will now be visible in the report.

Conclusion

Custom fields in Logic ERP allow you to:

  • Capture additional item-specific information

  • Customize item creation screens

  • Enhance reporting and analysis

This flexibility ensures the Item Master aligns perfectly with your business requirements.

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