Use this screen to customize labels for the user-defined fields in the Vendor table. You can use user-defined labels to enter and track more information about your vendors. These labels are optional, but if there is additional information you want to capture about a vendor, you can set up labels in this screen for use in Impromptu. Validated text labels allow use of Lookup and can be created in either of the following ways:
Enter a "Y" (Yes) in the Validated Text column and use the Validated Text subtask to customize the information you and your users will view when using Lookup in the Vendor User-Defined Info screen.
Enter an "N" (No) in the Validated Text column and use Lookup in the Costpoint Validation Field column to select the Costpoint data table column that will be used for Lookup in the Vendor User-Defined Info screen.
Set up the labels or validated text for user-defined fields here so they will be available in the Vendor User-Defined Info screen. Although you can set them up at any time, for more complete vendor information, set them up before entering any customers.
Enter the sequence in which you want the labels to appear in the Vendor User-Defined Info screen. Two rows cannot have the same sequence number; if they do, you will not be able to save this screen. New rows are automatically incremented by tens, allowing for insertion of additional rows at a later time.
Use this drop-down box to select the data type allowed on the User-Defined Info screen. Select "D" (Date) to allow entry of only a date. Select "N" (Numeric) to allow entry of only a number. Select "T" (Text) to allow entry of alphanumeric text.
You can select only "T" (Text) data types if you enter "Y" (Yes) in the Validated Text field.
Enter up to 15 alphanumeric characters that will be used as the default in Labels field in the User-Defined Info screen.
Enter a short help description, up to 30 alphanumeric characters, that you want to appear at the bottom of the screen (in the on-screen help) when you are entering data into the Vendor User-Defined Info screen.
Use Lookup to select a column of an already existing Costpoint data table. The items in this column will be used as a Lookup source for you and your users in the Vendor User-Defined Info screen. You cannot use the Validated Text column when this column is active.
Enter a "Y" (Yes) if entries made for this label will be restricted 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 when there is a "Y" (Yes) in this column.
Enter a "Y" (Yes) if this user-defined information will be a required field for all vendors on the Vendor User-Defined Info screen.
Highlight the label row and select the Validated Text pushbutton to open a subtask where you can enter valid values for the validated text labels. This subtask is accessible only for those rows that have a "Y" (Yes) in the Validated Text column.