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Level 2

Custom Fields at Build Assembly transaction form

Hey!

 

I have QuickBooks Desktop Enterprise 2016 license. My company is manufacturing products so we heavily rely on the Assembly Items and Build Assembly features. The problem is that at the Build Assembly form we need to add custom additional fields at the header. We need those fields for manufacturing staff since they are the ones actually doing the "building" so they need to add additional manufacturing data (we do not want to use the memo field, since we have multiple data points). So I tried to edit the Build Assembly template, but it seems that there is no way to add custom fields (see the screenshot). Moreover, as very last resort we could (mis)use the PROJECT field to get at least one extra custom field (we do not use the PROJECT field in our company), but the problem is that even if we would rename field's Title it would still show up as PROJECT at Build Assembly transaction reports.

 

To sum up:

(1) Is there a way to add custom fields to Build Assembly transaction/form? I am very tech savy, so I am ready edit databases/registries to make that happen, so if it IS possible to add custom fields to Build Assembly transaction/form, then please let me know how to do that.

(2) If there is NO way to add custom fields to Build Assembly transaction/form, then is there any way to rename the PROJECT field (not only the Title, but the actual name)? If it is possible, then please let me know how to do that.

 

Thanks,

R.

Solved
Best answer 04-12-2019

Accepted Solutions
Moderator

Re: Custom Fields at Build Assembly transaction form

It's a pleasure to see you in the Community, @johnbee.

 

I appreciate you providing the complete details of your concern and for the screenshot. I can share some information about adding a custom field to Build Assembly transaction/form in QuickBooks Desktop (QBDT) Enterprise.

 

Yes, there is a way! All you need to do is to edit the assembly item and use the define fields option to add a custom field. Let me show you how:

 

1. Go to the Lists menu at the top and pick Item List on the drop-down.
2. Locate the assembly item and double-click to open its information.
3. Click the Custom Fields tab, then Define Fields.
4. Enter the name in the Label column and select the Use checkbox, then hit OK.

124.PNG

 

Once done, it should show on the build assembly template. All you need to do is to put a checkmark on Print/Screen so it'll show on the transactions/forms as well. Here's how:

 

1. Go back to the Lists menu and pick Templates on the drop-down.
2. Locate and Build Assembly template that you're using and double-click to open.
3. Click Additional Customization on the Basic Customization window.

121.PNG
4. On the Header tab, check the Screen and Print box on the custom field you've added, then hit OK.

123.PNG

 

 

After that, you should be able to see this in your Build Assembly transaction/form. For additional information, you can also check out this article that tackles using and customizing form templates in QuickBooks.

 

 

Please let me know how it goes or if I can be of additional assistance. I'm only a few clicks away should you have any follow-up questions. Have an amazing weekend.

View solution in original post

5 Comments
Moderator

Re: Custom Fields at Build Assembly transaction form

It's a pleasure to see you in the Community, @johnbee.

 

I appreciate you providing the complete details of your concern and for the screenshot. I can share some information about adding a custom field to Build Assembly transaction/form in QuickBooks Desktop (QBDT) Enterprise.

 

Yes, there is a way! All you need to do is to edit the assembly item and use the define fields option to add a custom field. Let me show you how:

 

1. Go to the Lists menu at the top and pick Item List on the drop-down.
2. Locate the assembly item and double-click to open its information.
3. Click the Custom Fields tab, then Define Fields.
4. Enter the name in the Label column and select the Use checkbox, then hit OK.

124.PNG

 

Once done, it should show on the build assembly template. All you need to do is to put a checkmark on Print/Screen so it'll show on the transactions/forms as well. Here's how:

 

1. Go back to the Lists menu and pick Templates on the drop-down.
2. Locate and Build Assembly template that you're using and double-click to open.
3. Click Additional Customization on the Basic Customization window.

121.PNG
4. On the Header tab, check the Screen and Print box on the custom field you've added, then hit OK.

123.PNG

 

 

After that, you should be able to see this in your Build Assembly transaction/form. For additional information, you can also check out this article that tackles using and customizing form templates in QuickBooks.

 

 

Please let me know how it goes or if I can be of additional assistance. I'm only a few clicks away should you have any follow-up questions. Have an amazing weekend.

View solution in original post

Level 2

Re: Custom Fields at Build Assembly transaction form

Wow - this worked like a dream! Thanks a lot for the super detailed and easy-to-understand tutorial! I followed it and I can now confirm that I have custom fields at my Build Assembly form and transactions - awesome!

 

Now I have a follow-up question. I have defined one new custom field called "PO#" for Assembly Item (aka Inventory Assembly) and check-marked it as visible both on Screen and Print at the Build Assembly template. Now, it is super easy to use the Layout Designer to move the custom field to the desired location at the Print template. That being said I cannot seem to figure out how to do the same for the Screen template - the custom-defined field simply shows up at the Screen template under the Assembly Item Info box (I have attached a screenshot). Is there any way to move the field to a different location (e.g. at the top next to the date field) at the Screen template?

 

Thanks!

Moderator

Re: Custom Fields at Build Assembly transaction form

Hi again, @johnbee.

 

Thanks for getting back to me. I appreciate you following the steps I've provided above, and I'm happy to know it helped you add a custom field in your Build Assembly transactions and forms.

 

I also thank you for giving another detailed information and a screenshot. To answer your follow-up question, QuickBooks currently doesn't have the option to move the custom PO# field you've added on the Build Assembly screen. This can only be done for the Print template using the Layout Designer.

 

You can always check out the article that I've provided above for future reference.

 

This should answer your question. Please post again if you need further assistance or if you have additional concerns. I'll be here to help. Take care always.

Level 1

Re: Custom Fields at Build Assembly transaction form

Hello - 

what we need is to be able to show MPN - Manufacturers Part Number - on the Build Assembly....

 

Custom fields are working great - just need that MPN  shown on our bins that vendors use !!

 

Thank you in advance! 

Moderator

Re: Custom Fields at Build Assembly transaction form

Thanks for chiming in, @Gailc.

 

Do you want to show the Manufacturer's Part Number (MPN) as a header or column on the Build Assembly page? If so, here's how to do it using the Custom field option:

 

To add it as a header:

 

1. Go to the Lists menu at the top, then pick Item List.
2. Locate the Inventory Assembly item, then right-click and Edit Item.
3. Click Custom Fields, then Define Fields.
4. Enter the name (MPN) in the Label column and select the Use checkbox, then hit OK.

172.PNG

 

To add it as a column:

 

1. Go back to the Item List.
2. Locate the Inventory Parts, then right-click and Edit Item.
3. Do steps 3 and 4 above to add the Custom Field.

173.PNG

 

Once done, they should show on the build assembly template. All you need to do is to put a checkmark on Print/Screen for the Header or Column so they'll display on the Build Assembly page. Here's how:

 

1. Go back to the Lists menu and pick Templates.
2. Double-click to open the Build Assembly template.
3. Click Additional Customization on the Basic Customization window.

174.PNG
4. On the Header and Column tab, check the Screen and Print box on the custom field (MPN) you've added, then hit OK.

175.PNG

 

After that, they should now show on the Build Assembly page.

176.PNG

 

I'm also adding these articles for future reference:

 

 

Please let me know how it goes or if you're referring to something else, and I'll get back to you right away. Have a great day!

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