Add narrative field

To add a new narrative field:

1. Click to the right of the hyperlink (form) you want to add a narrative field to.

   Another view of the Module - Spend Wizard screen appears, showing you any components currently part of your form.

2. Click the New Narrative link at the top of the screen.

   The Insert New Narrative window appears.

3. Use the following field descriptions to enter the required information:

   Field	Description
   Company Unit	A drop-down list that determines the company unit this component will display for.
   Account Issuer	A drop-down list that determines which account issuer this component will display for.
   Account Type	A drop-down list that determines which account type this component will display for, eg. corporate card, requisition card or all types.
   Issuer Type	A drop-down list that determines which issuer type this component will display for.
   Billing Currency	A drop-down list that determines which billing currency this component will display for.
   Source Currency	A drop-down list that determines which source currency this component will display for.
   Home Country	A drop-down list that determines the home country of the employee this component will display for. This option is of main use for companies with base operations in currency regions such as the EU. Otherwise, it is recommended to use billing/source currency filters.
   Source Country	A drop-down list that determines the country of the transaction supplier this component will display for. This is the physical country of the supplier and is of main use for companies with base operations in currency regions such as the EU. Otherwise, it is recommended to use billing/source currency filters.
   Display Sort Order	If several of these components are displayed on the page, the display sort order value determines the order in which they are displayed.
   Narrative Label	The text that will display next to this field.
   Mandatory	The Yes/No option controls whether or not the user is required to enter information in this field.
   Text Type	This allows you to specify if the narrative field is to be the default “Text Box” which covers two line or a smaller, single line “Text Field”.
   Link Transaction Descriptions	If you select Desc 1, you can link the narrative to the first description field on the Coding tab of the Transaction Details window. This linkage works in both directions where the description on the Coding tab is used to pre-populate the linked narrative field, and the narrative field is used to update the description on the Coding tab. Desc 2 displays if your company has the second description field on the Coding tab enabled. This linkage to the second description works in one way only; the narrative field updates the second description on the Coding tab, but the second description is not used to pre-populate the linked narrative field.
   Select List	This is a drop-down list you can use for this field rather than making it a free text field. For more information, refer to Understanding select lists.

4. Click Save.

   The newly created narrative field appears as a pink box on the Module - Spend Wizard screen diagram.