OK @sharpdrivetek I will try to explain it to you in step by step detail.
Aim: Create custom report that can list (and group, and sort) general ledger transactions by custom field titled “Region”. The criteria for this field might have only 2 regions (International, domestic) or it may have many regions within a country. It needs to be done at a transaction level as many of your suppliers/customers are multinationals. The transactions would include Cash Receipts (as distinct from AR receipts), Cash Payments (as distinct from AP Payments), Customer invoices, Customer Credit Notes, Supplier Invoices, Supplier Debit Notes and Journal Entries. Currently custom fields cannot be created for Receipts and Payments and this is not likely to change until the Manager System distinguishes between direct cash payments/receipts and AP/AR payments/receipts, but that’s another issue. So we will assume that all Supplier/Customer transactions are routed through AP/AR.
What is require without changes:
Step 1. Create 5 identical Custom Fields of “Region” for the 5 different transaction forms, Customer Invoice, Customer Credit Note, Supplier Invoice, Supplier Credit Note and Journal Entry.
Step 2. When creating the Custom Report it will require 5 separate columns to capture the Region custom field for each transaction. These 5 fields will make it impossible to group and sort by Region.
Requirements after changes:
Step 1. Create a single “Transaction” Custom Field of “Region” and mark it to be used by the 5 transaction forms.
Step 2. When creating Custom Report only 1 column for Region will be required and effective Grouping and sorting will be possible.
There is no problem as there would be no more work to create a unique custom field than there is to create a custom field at present.