Use this screen to enter the user-defined labels for each account. You set up these labels in the Account User-Defined Labels screen.
If you need to maintain more information on an account than is available in the Accounts screen or classify accounts for reporting purposes, you may want to use user defined fields.
If you are using user-defined information, you should set up this screen when a new account is added, and maintain it whenever you need to change account user-defined data.
Use the fields in this block to select an account.
Account *
Use Query to select the account to which you want to link user defined info.
The account name will display in the field to the right.
The data type you created in the Account User-Defined Labels screen displays in this column.
There are three types of data types: Text (T), Numeric (N), and Date (D).
The labels you created in the Account User-Defined Labels screen display in this column.
Enter a value that corresponds to the user-defined numeric label selected.
The value you enter will depend on the Data Type:
If the Data Type is Text (T), the value can be numeric or text.
If the Data Type is Numeric (N), then the value must be a date.
If the Validated Text column displays Yes (Y), use Lookup to choose a value that you entered in the Validated Text subtask of the Account User-Defined Labels screen. No other values can be entered.
If the required flag is Yes (Y), then you must enter an appropriate value to save the record.
If there is a value in the Costpoint Validation field (that you entered in the Account User-Defined Labels screen), then the value you enter will be validated against the Costpoint Validation field. For example, if you choose a Costpoint Validation Field of Organization, any value you enter must exist in Org in the Org ID column.
This column displays the Costpoint field that is the source for acceptable entries in the value column.
This column will display a "Y" (Yes) if special text items were created for this row in the Validated Text subtask of the Account User-Defined Labels screen.
These items will be available in Lookup.
"N" (No) in this column indicates no special items were created for this row.
A "Y" (Yes) in this column means that you must enter a value before you can save the screen.
A "N" (No) means that you are not required to enter a value before you can save the screen.
* A red asterisk denotes a required field.
Changes in this screen update the GENL_UDEF (General User-Defined) table.