Use this screen to customize additional data elements to classify ECNs. You can use user-defined labels to enter and track more information about your ECNs. These data elements will be available in the Maintain ECNs screen, where you can add, change, or view the values for these User-Defined Labels. The User-Defined fields will also be available for printing on the ECN Traveler and the ECN History Report.
These labels are optional and are completed for any selected ECN via the User-Defined Info screen in Costpoint Product Definition. 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 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 and your users will view when using the Lookup function in the User-Defined Labels 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 the Lookup function in the User-Defined Info screen.
You must set up the labels or validated text for user-defined fields here before they are available in the User-Defined Info screen. Although you can set them up at any time, for more complete ECN information, you should set them up before you enter any ECNs.
Enter the sequence in which you want the labels to appear. For example, if you want to have a label called "Engineering Department Manager" appear first, give it a sequence number of "1." 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 10, allowing for insertion of additional rows at a later time. To insert a new row, select the New Line button on the toolbar.
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.
Only "T" (Text) data types will be allowed if you enter "Y" (Yes) in the Validated Text column.
Enter the row heading, up to 20 alphanumeric characters. This label will display in the User-Defined Info screen, and you will be able to assign values to your selected ECN.
Enter a short help description, up to 120 alphanumeric characters, that you want to display at the bottom of the screen (in the on-screen help field) when you are entering data into the 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 in the User-Defined Info screen. You cannot use the Validated Text option when this column is active.
Enter "Y" (Yes) 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 will be available for user lookup in the User-Defined Info screen. You cannot make an entry in the Costpoint Validation Field if there is a "Y" (Yes) in this column.
Enter a "Y" (Yes) if this user-defined information will be a required field for this ECN in the User-Defined Info screen.
Enter a "Y" (Yes) to print this label's value on reports that can print user-defined labels.
Highlight the row for which you want to enter values and select the Validated Text pushbutton. This opens the Validated Text subtask, where valid values are set up. For example: The label might be "Engineering Rating" and the valid values could be "A+," "A," and "B." The Validated Text subtask is accessible only for those rows that have a "Y" (Yes) in the Validated Text column.