Contents of the Manage Order User-Defined Labels Screen

Use the fields and options to configure the Manage Order User-Defined Labels screen.

Table Window

Field Description
Sequence Number

Enter the sequence in which the labels are listed in the Manage Sales Order User-Defined Information 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. When you add new rows, the sequence numbers increase by 10. This allows insertion of additional rows at a later time. To insert a new row, click .

Data Type

From the drop-down list, select the data type allowed on the Manage Sales Order User-Defined Information screen. You can only enter text data types if you select Validated Text check box. Valid options are:

  • Date: This allows entry of only a date.
  • Numeric: This option allows entry of only a number.
  • Text: This option allows entry of alphanumeric text.
Label

Enter the row heading. This label appears on the Manage Sales Order User-Defined Information screen, and you can assign values to the a sales order.

Help Description

Enter a short help description that you want to appear at the bottom of the screen (in the on-screen help field) when you are entering data into the Manage Sales Order User-Defined Information screen.

Costpoint Validation Field

Click to select a column of an existing Costpoint data table. The items in this column are used as a lookup source on the Manage Sales Order User-Defined Information screen. You cannot select the Validated Text check box when this column is populated.

Validated Text

Select this check box 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 displays when you use the lookup function on the Manage Sales Order User-Defined Information screen. You cannot use the Costpoint Validation Field for this row when you select this field.

Required

Select this check box to set the user-defined information as a required field for this sales order on the Manage Sales Order User-Defined Information screen.

Subtasks

Subtask Description
Validated Text Click this link to access the Validated Text subtask, which allows you to enter valid values for the selected row. You can access this subtask for rows that have the Validated Text check box selected.