Use this screen to customize labels for the user-defined fields in the customer table. User-defined labels help you to enter and track more information about your customers. These labels are optional, but if there is additional information you want to capture about a customer, set up labels in this screen for use in the customer setup screens. You can also set up validated text and labels so that you can control what is entered into the user-defined field(s). Validated text labels allow use of the Lookup function 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 will view when you use in the Customer User-Defined Info screen.
Enter an N (No) in the Validated Text column and use in the Costpoint Validation Field column to select the Costpoint data table column that will be used for in the Customer User-Defined Info screen.
Set up the labels or validated text for user-defined fields here before they will be available in the customer file under the Customer User-Defined Info screen. Although you can set them up at any time, for more complete customer information, you should set them up before entering any customers.
Enter the sequence in which you want the labels to appear in the Customer 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 list to select the data type allowed on the Customer 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 column.
Enter the row heading, up to 15 alphanumeric characters. This label will appear in the Customer User-Defined Info screen, and you will be able to assign values to your selected customer.
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 field) when you are entering data into the Customer User-Defined Info screen.
Use to select a column of an already existing data table. The items in this column will be used as a Lookup source in the Customer User-Defined Info screen. You cannot use the Validated Text column when this column is available.
Highlight the row for which you want to enter values and select the Validated Text button. This opens the Validated Text subtask, where you set up the valid values.
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. The Costpoint Validation field cannot be used 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 this customer on the Customer User-Defined Info screen.
Highlight the label row and select the Validated Text button 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.
Changes to this screen update the following tables:
UDEF_LBL
UDEF_VALID_VALUES