Entering user-defined fields in pre-authorization requests

If your administrator set up user-defined fields to appear on pre-authorization requests, then you can make entries to those fields as shown below.

To enter user-defined fields in pre-authorization requests

  1. From the Edit Pre-Authorization Request screen, click User-Defined Fields. The User-Defined Fields screen appears. Note that the fields that appear depend on your administrator's settings, and different forms may display different user-defined fields.

  2. Make entries to user-defined fields as needed. Depending on the setup for a user-defined field, you may be able to enter text, enter a number including decimals, select a value from a dropdown list, click a check box on or off, or enter a date or click Date Picker to the right of the field to select a date. Some fields may be required.

  3. Click OK. The Edit Pre-Authorization Request screen reappears. The User-Defined Fields button image changes to indicate that you have made entries to user-defined fields.

  4. Click Save. This step is required to commit to the database your user-defined field entries for the pre-authorization request.