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nancyl
Level 5

Custom Fields

I have custom fields that I created for sales order and invoices for items. In items this one custom field, called SC, has a Yes or No multiple choice. I did not check, "Allow users, to enter their own text will not be saved to the list". 

I never had this checked and I don't for other fields. Yesterday I add a 3rd choice to the Yes and No for this SC field. After that when a user tried to enter a sales order or create an invoice they would received the warning message below. 

But the SC field was NOT blank and if you tried to choose from the drop down it wouldn't accept it and it would jump down another line. 

The only fix I could find was to check the "Allow Users" in the define fields. I don't understand why I only have to check this for this item and not others that I created.  Maybe something changed with a new update? I have other fields that have a few choices and never had this issue. 

9 Comments 9
BigRedConsulting
Community Champion

Custom Fields

I wonder if the additional value you added to the pick list doesn't propagate properly to other users in a multi-user scenario until the log off and log back in?

 

Was this during the same QB session? If the user restarts QuickBooks, then does it work?  Does it work for you?

SarahannC
Moderator

Custom Fields

Hello there, @nancyl.

 

I appreciate you for adding a screenshot for additional reference. While waiting for your response, we can run the verify rebuild tool to fix data-related issues on a company file. QuickBooks sometimes perform unusual behavior when there are data issues in your file.

 

The steps below will guide you through the process.

 

  1. Go to the File menu.
  2. Select Utilities.
  3. Click Verify Data then select OK to close all windows.
  4. Then, go back to the File menu.
  5. Select Rebuild Data under Utilities.
  6. QuickBooks will ask to make a backup before rebuilding your company file, select OK.
  7. Once the rebuild is done, click OK.
    n.PNG
     

You can check this article for additional details: Create and use custom fields in QuickBooks Desktop.

 

The Community is always here whenever you need help managing custom fields and other QuickBooks Desktop concerns. Stay safe and have a good one.

nancyl
Level 5

Custom Fields

I had every log off and on multiple times. It just doesn't make any sense as I should be able to add to the field more than 2 multiple choices and I do have others with about 6 or 7. 

I just went to and item, custom fields and define fields. I didn't change anything just added to the list. 

nancyl
Level 5

Custom Fields

I know how to do this but I don't understand why I would have to do it if all I did was add to a custom list. 

Candice C
QuickBooks Team

Custom Fields

Hey there, @nancyl

 

Thanks for coming back. Let's work together to get this resolved once and for all. 

 

To clarify, is this happening to one item? If so, I recommend to make a new item and test to see if the same action happens. This will help narrow down the cause of this behavior. 

 

If not, let me know and provide some additional details or screenshots. I'll be back around shortly to review your next response!  

nancyl
Level 5

Custom Fields

I've attached some screen shoots. Again the SC field was Yes or No and is on each inventory item since we started in 2017.  The sales people can't change this field. It pops in as they put the item in the order. So it's either Yes or No. I need to add NGL. 

BigRedConsulting
Community Champion

Custom Fields

@nancyl 

RE: So it's either Yes or No. I need to add NGL. 

 

You should be able to add a many things as you want to the list. If you add it again, then does it appear on the drop down list when you create a sale?

 

What do you mean by removing NGL? Why did you do that?

 

Capture.JPG

 

If it was in use and then removed, that might cause QuickBooks to issue an error when editing existing transactions where it is used. Could that be what you're seeing?

 

In any case, what happens when you add it back?

 

 

 

nancyl
Level 5

Custom Fields

Thank you for your response. I worked on this and found out that if I remove the Check from Trans and add the check to LIST it works fine it doesn't interfere with the sales people entering orders or billing creating invoices. 

I really don't understand these two fields.  The sales people do not have access to change items or add items. I create the items. What is LIST?  TRANS I'm figuring is orders or invoices. I have this field showing and printing on orders but not on invoices. 

BigRedConsulting
Community Champion

Custom Fields

List refers to the item list, to the item records.  Transactions are financial transactions like an Invoice or Sales Receipt.

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