What is a custom field rule?
When Confido creates a credit memo for a deduction, it can pass along additional data to custom fields in your ERP — things like brand, region, or product line. A custom field rule defines exactly what value gets written to a given custom field, and under what conditions.
Example: You want deductions tied to certain product families to automatically populate a "Brand" field on the credit memo in your ERP. You'd create a rule that maps a Confido product family value to your ERP's Brand custom field.
Before you begin
You'll need:
The name of the custom field in your ERP that you want to populate
An understanding of which Confido field (e.g., product family, customer) should drive the value
How to create a custom field rule
Step 1: Open Custom Field Rules settings
Navigate to Settings → GL Accounting Customization in Confido and scroll to the Custom Field Rules section.
Step 2: Create a new custom field rule
Scroll to "Custom Field Rules" and click Add Custom Rule
Step 3: Configure the rule
Give your rule a clear, descriptive name so it's easy to identify later
Select the Confido field and the ERP custom field to populate
Map the Confido field values to the corresponding ERP custom field values
Field | Description |
Confido field | The field in Confido that holds the source value (e.g., Product Family) |
ERP custom field | The name of the custom field on the credit memo in your ERP that should be populated |
Example: Map Confido's Product Family field → ERP custom field Brand
Tips
Rules are evaluated at credit memo creation time. Changes to a rule won't retroactively update previously created memos.
Use filters when rules conflict. If different customers require different mappings for the same custom field, create separate rules with filters to scope each one appropriately.
Name rules consistently. A naming convention like
[Confido Field] → [ERP Field]makes the rules list easier to manage as it grows.