and can be created in the following ways:Use this screen to customize date, numeric, text, and validated text labels for sales orders. User-defined labels help you to enter and track more information about your sales orders. Use the labels to capture user-defined data for individual sales orders for use on the Manage Sales Order User-Defined Information screen.
You can use these optional labels on any selected sales orders on the Manage Sales Order User-Defined Information screen. You can also use this screen to set up validated text and labels so that you can control what is entered into the user-defined fields. Validated text labels allow use of and can be created in the following ways:
Select the Validated Text check box and use the Validated Text subtask to customize the information that you and your users can view when clicking on the Manage Sales Order User-Defined Information screen.
Clear the Validated Text check box and click in the Costpoint Validation Field column to select the Costpoint data table column that will be used for on the Manage Sales Order User-Defined Information screen.
You must set up the labels or validated text for user-defined fields here before they display on the Manage Sales Order User-Defined Information screen. Although you can set them up at any time, for more complete sales order information, you should set them up before you enter any sales orders.
Enter the sequence in which the labels are listed in the Manage Sales Order User-Defined Information screen. For example, if you want a label called Last Order Date to appear first, you would assign a sequence number of 1. You cannot apply the same sequence number to more than one row. When you add new rows, the sequence numbers increase by 10. This allows insertion of additional rows at a later time. To insert a new row, click 
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From the drop-down list, select the data type allowed on the Manage Sales Order User-Defined Information screen. You can only enter text data types if you select Validated Text check box. Valid options are:
Date — This allows entry of only a date.
Numeric — This option allows entry of only a number.
Text — This option allows entry of alphanumeric text.
Enter the row heading. This label appears on the Manage Sales Order User-Defined Information screen, and you can assign values to the a sales order.
Enter a short help description that you want to appear at the bottom of the screen (in the on-screen help field) when you are entering data into the Manage Sales Order User-Defined Information screen.
Click to select a column of an existing Costpoint data table. The items in this column are used as a lookup source on the Manage Sales Order User-Defined Information screen. You cannot select the Validated Text check box when this column is populated.
Select this check box to restrict entries made for this label to specific alphanumeric text. Use the Validated Text subtask to create these text items and their descriptions. These text items displays when you use the lookup function on the Manage Sales Order User-Defined Information screen. You cannot use the Costpoint Validation Field for this row when you select this field.
Select this check box to set the user-defined information as a required field for this sales order on the Manage Sales Order User-Defined Information screen.
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Subtask |
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Validated Text |
Click this link to access the Validated Text subtask, which allows you to enter valid values for the selected row. You can access this subtask for rows that have the Validated Text check box selected. |