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Research: Cores - Add custom field for service request that appears on the Invoice

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Article Intended For

PSU Core members, Financial personnel that may send invoices to core customers

Introduction

This is an excellent place for extra customer information such as their own PO number or project information. 

  • This field can be made required for the customer to enter
  • This field will show on the invoice
  • This field can be changed as needed throughout the request history

 

Example of invoice with custom field highlighted

Article Body

 

To add and use the custom field

  1. iLab > Core > Administration Tab
  2. expand Other settings
  3. expand Service Requests
  4. Fill in the Custom reportable field name with whatever name you would like
  5. Toggle if you would like the field to be required

 

Screen shot of where to click and enter information

 

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To update the custom field for a service request

  1. iLab > Core > View All Requests Tab
  2. expand the service request
  3. expand Overview
  4. click Edit
  5. enter information in to open field
  6. click Save

 

Screen shot of where to click and enter information

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