Previous

Next

Print

Add location field

To add a new location field:

  1. Click Right-facing white arrow in purple square to the right of the hyperlink (form) you want to add the location field to.

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

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

    The Create New Location Field 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, e.g. 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.

    Location 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.

    Save to Template

    The Yes/No option controls whether or not the field can be saved as part of a Spend Wizard template.

    Note: Your organization must have Spend Wizard - Save Templates enabled in order to use the template functionality.

    Online help text

    The help text that displays for this field when the user holds their mouse over the White question mark in blue circle with white outline icon. This text is interpreted as plain text. You cannot use HTML tags.

  4. Click Save.

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