Customize FieldsA form has been provided to assist with creating a Template which is used when the ‘New Worksheet’ button
![]() Click on the ‘Customize Fields’ button on the Supplier Wizard – Setup Ribbon to open this form:
![]() The ‘Select Template Columns’ form will display:
![]() There are 13 tabs which correspond to the information displayed on the Supplier form. Navigate to each tab and select the columns needed in the worksheet. The columns with a grey tick are required by the Wizard (Mandatory) and cannot be deselected.
The buttons on the base of this form perform the following functions:
• Accept & Close - Records the settings and returns to the current worksheet. You should save your workbook.
• Accept & Create - Records the settings, creates a new worksheet and returns you to the newly created worksheet.
• Cancel - Returns you to the worksheet and no changes will be made.
When a ‘New Worksheet’ button
![]() Refer to section:
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