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How to set up the automatic filling of user fields?

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It is possible to set up the automatic filling of the user fields in the sales, purchase, stock, and internal editors. For this, follow these steps:

  1. Access Administrator | Company | Business Application Foundation | Company Parameters | User Fields;
  2. Indicate which action will trigger the field filling;
  3. Define to which document the rule applies;
  4. Indicate to which Document Type the rule applies. By default, all fields are considered;
  5. Indicate the table and the suggested field;
  6. Define the suggested value and its origin;
  7. Click Add;
  8. Finally, click Save.