Module guide
Customization
Use Customize Form and Custom Field for supported record extensions. Choose an appropriate field type, label, identifier and placement. Test required, unique and link behavior in staging, and check impact on reports, imports and APIs.
How this module fits your work
Use Customize Form and Custom Field for supported record extensions. Choose an appropriate field type, label, identifier and placement. Test required, unique and link behavior in staging, and check impact on reports, imports and APIs.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Forms, fields & scripts
- Client ScriptRecord page · Forms, fields & scripts
- Custom FieldRecord page · Forms, fields & scripts
- Property SetterRecord page · Forms, fields & scripts
Setup & Templates
- Customize FormSettings page · Setup & Templates
- DocType LayoutRecord page · Setup & Templates
Reports
- Audit System HooksReport · Reports
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.