Field descriptions: Set up template field preferences

When you set up field preferences, make sure you understand the purpose and function of each field. If you need assistance setting up field preferences, your account manager can connect you with professional services.

Set up field preferences field descriptions
Field Description
Document definition

Select a transaction definition if you select the Summarized option for show line items.

Document definition options are determined by Application and Template type. Confirm that the correct Application and Template type are associated to your transaction.
Show line items

Select an option to show all line items or consolidated line items.

  • Detailed: The default option is detailed, which shows all line items. There's no need to make any line item choices.

  • Summarized: The summarized option consolidates line items. If you select summarized, you also need to select:

    • a document definition that's associated to a transaction.

    • line-item fields to Select for display and Select for grouping.

Sage Intacct displays consolidated numbers for standard fields; however, Intacct does not automatically return consolidated numbers for custom fields and custom field totals.

The following are standards number merge fields to use in Microsoft Word.

  • Quantity: use ENTRIES_UIQTY instead of ENTRIES_QUANTITY.

    If you use ENTRIES_QUANTITY, line items do not appear.

  • Extended price: use ENTRIES_UIVALUE instead of ENTRIES_TOTAL.

    If you use ENTRIES_TOTAL, line items do not appear.

  • Unit price: use ENTRIES_UNITPRICE.

    To get an average unit price, divide extended price by quantity.

To show group totals for a line item, there's logic you can use from built-in templates. Contact Sage Intacct professional services for assistance.

Line-item fields

Line-item field descriptions
Field Description
Select for display

Select line-item field checkboxes for display.

On printed documents, the following information appears:

  • Selected line-item fields display consolidated line items.

  • Consolidated standard numbers are implied and do not have to be selected for display.

  • Field titles appear even if line-item fields are not selected.

For example, you might have 5 entries on a transaction with the same Employee name and Item ID. If so, you see line items consolidated into one line on printed documents. However, if the Employee name is the same across all entries, but the Item ID is the same across 4, you see two line items. Intacct groups the same line items together and separates information that's different.
Select for grouping

Groups consolidated line items together in numerical order or alphanumerical order. Line item order is based on the selected line-item field checkbox that's first in the set up field preferences list.

Drag and drop selected line-item fields to determine the starting numerical or alphanumerical order of consolidated line items.
Field title Field label as it appears in the user interface.
Field ID

Unique field ID.

Field ID is the merge field name but not the complete merge field code. To see available merge fields with codes, either install the Sage Intacct Printed Document Toolbar or view XML for transactions.