, in either of the following ways:Use this screen to establish labels for user-defined fields to be used in relation to any item within Costpoint. You will use these labels on the User-Defined Info subtask of the Manage Parts, Manage Services, and Manage Goods screens to enter information specific to a given item.
You can also use this screen to set up validated text and labels (if the Data Type is T) so that you can control what is entered into the user-defined fields. You can create validated text labels, which allow use of , in either of the following ways:
Select the check box in the Validated Text column and use the Validated Text subtask to customize the information that appears in on the User-Defined Info subtask of the Manage Parts, Manage Services, and Manage Goods screens.
Clear the check box in the Validated Text column and use in the Costpoint Validation Field column to select the Costpoint data table column that is used for on the User-Defined Info subtask of the Manage Parts, Manage Services, and Manage Goods screens.
Set up this screen when initializing Costpoint and maintain it whenever you add or maintain item user-defined labels.
Enter a sequence number to indicate the order in which these labels appear in on the User-Defined Info subtask. The sequence numbers must be consecutive across all labels. New rows are automatically incremented by 10, allowing for insertion of additional rows at a later time. This field is required.
From the drop-down list, select the data type allowed in the User-Defined Info screen. Valid options are:
Date — Select this option to allow entry of only a date.
Number — Select this option to allow entry of only a number.
Text — Select this option to allow entry of alphanumeric text.
Only Text data types are allowed if you enter select the Validated Text check box.
Enter the row heading. This label appears on the User-Defined Info subtask, and you can assign values to your selected item.
Enter a description of the label. This description appears at the bottom of the screen where these user-defined labels are used.
If the line's Data Type is Text and the Validated Text check box is clear, enter, or use to select, a column of an already existing data table that was established on the Manage Workflow Case Labels screen. The value in this column is used as a lookup source in the Values field on the User-Defined Info subtask. If the line's Data Type is Text and the Validated Text check box is selected, you must populate at least one row on the Validated Text subtask. Highlight the row for which you want to enter values and click the Validated Text link. This opens up the Validated Text subtask, where you set up the valid values.
You cannot enter data in the Costpoint Validation Field on this screen when the Data Type is Date or Number; rather, you can populate this field on the User-Defined Info subtask when you establish parts, services, and/or goods.
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. You cannot use the Costpoint Validation Field for this row if this check box is selected.
Select this check box if this user-defined information is a required field for this item on the User-Defined Info subtask.
Select this check box to print this label's value on reports that can print user-defined labels.
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Subtask |
Description |
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Validated Text |
Click this link to open the Validated Text subtask. |