Deltek Vantagepoint Help

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User-Defined Fields for Posted Transactions

In Vantagepoint, you can create user-defined fields to use for posted transactions.

User-defined fields for posted transactions enable you to track metrics on transaction data, and they provide flexibility on the metrics you want to track. For example, you could track Environmental, Social, Governance (ESG) requirements, such as carbon accounting (tracking for carbon footprint/emissions).

Create User-Defined Fields for Posted Transactions

You create user-defined fields to use for posted transactions on the Transactions form in Settings > Accounting > Transactions.

First, you create the user-defined fields in the User Defined Fields for Transactions grid on the form. Then, in the Transaction Types Using User Defined Fields grid, you specify which transaction types the user-defined fields apply to and whether a user-defined field is Active or Inactive.

If you have multiple companies in Vantagepoint, you set up the user-defined fields to use for all your companies in the User Defined Fields for Transactions grid. Then you log into each company and specify the user-defined fields to use for that company in the Transaction Types Using User Defined Fields grid.

For more information, see the following topics:

Make or Change an Entry in a User-Defined Field for Posted Transactions in GL Account Review

You make or change an entry in a user-defined field for posted transactions in the GL Account Review in Transaction Center > GL Account Review.

For more information, see the following topics:

Role Security Required to Make or Change an Entry in a User-Defined Field for Posted Transactions

To make or change an entry in a user-defined field for a posted transaction in GL Account Review, your security role must give you Post access for the transaction type of the posted transaction. This access is specified for a security role in Settings > Security > Roles. On the Accounting tab of the Roles form, add a transaction type and select the Post checkbox for it in the Transaction Types grid. If your security role does not give you Post access, a user-defined field in GL Account Review is read-only.