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 in the Sales Order User-Defined Info screen.
These labels are optional and are completed for any selected sales orders via the Sales Order User-Defined Info 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 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 Sales Order User-Defined Info screen.
Enter a "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 Sales Order User-Defined Info screen.
You must set up the labels or validated text for user-defined fields here before they will be available in the Sales Order User-Defined Info 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 to appear in the Sales Order User-Defined Info 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. 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 Sales Order 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 15 alphanumeric characters. This label will appear in the Sales Order User-Defined Info screen, and you will be able to assign values to your selected sales order.
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 Sales Order 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 Sales Order User-Defined Info screen. You cannot use the Validated Text option when this column is active.
Enter a "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 Sales Order User-Defined Info screen. 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 this sales order in the Sales Order User-Defined Info screen.
Highlight the row for which you want to enter values and select the Validated Text pushbutton. This subtask is accessible only for those rows that have a "Y" (Yes) in the Validated Text column. Use the Validated Text subtask to set up valid values. For example: The label might be "Sales Satisfaction Rating" and the valid values could be "A+," "A," and "B."