Firm_User-Defined_Elements
This section provides information on user-defined elements related to firms.
| Label | Internal Label | Type | Notes |
|---|---|---|---|
| Maconomy Customer Information | CustDivider3 | Divider Line | This isn’t required for the integration but is included on the tab to group fields. |
| Account Manager | CustAccountManager | Employee | |
| Create Maconomy Customer | CustCreateMaconomyCustomer | Check box | |
| Customer Number | CustMaconomyCustomerNumber | Character | Locked for all roles |
| Relationship Job | CustDivider1 | Divider Line | This isn’t required for the integration but is included on the tab to group fields. |
| Relationship Job Template | CustRelationshipJobTemplate | Relationship Template | |
| Project Manager | CustProjectManager | Employee | |
| Relationship Job Organization | CustRelationshipJobOrganization | Organization | |
| Create Relationship Job | CustCreateRelationshipJob | Check box | |
| Relationship Job Number | CustRelationshipJobNumber | Character | Locked for all roles |
| Relationship Job Name | CustRelationshipJobName | Character | Locked for all roles |
| Relationship Job Status | CustRelationshipJobStatus | Drop-down list | Change Codes to
0 (Open) 1 (Closed) Locked for all roles |
| Maconomy Dimensions | CustDivider2 | Divider Line | This isn’t required for the integration but is included on the tab to group fields. |
| Location Dimension | CustLocation | Location (UDH) | |
| Entity Dimension | CustEntity | Entity (UDH) | |
| Project Dimension | CustProject | Project (UDH) | |
| Purpose Dimension | CustPurpose | Purpose (UDH) | |
| Specification 1 Dimension | CustSpecification1 | Specification 1 (UDH) | |
| Specification 2 Dimension | CustSpecification2 | Specification 2 (UDH) | |
| Specification 3 Dimension | CustSpecification3 | Specification 3 (UDH) | |
| Specification 4 Dimension | CustSpecification4 | Specification 4 (UDH) | |
| Specification 5 Dimension | CustSpecification5 | Specification 5 (UDH) | |
| Specification 6 Dimension | CustSpecification6 | Specification 6 (UDH) | |
| Specification 7 Dimension | CustSpecification7 | Specification 7 (UDH) | |
| Specification 8 Dimension | CustSpecification8 | Specification 8 (UDH) | |
| Specification 9 Dimension | CustSpecification9 | Specification 9 (UDH) | |
| Specification 10 Dimension | CustSpecification10 | Specification 10 (UDH) | |
| Fields to Support Workflow | CustDivider4 | Divider Line | Hide this divider for all security roles—fields under it are used for workflow only. |
| Workflow Blocked Location | CustWorkflowBlockedLocation | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Entity | CustWorkflowBlockedEntity | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Project | CustWorkflowBlockedProject | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Purpose | CustWorkflowBlockedPurpose | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 1 | CustWorkflowBlockedSpecification1 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 2 | CustWorkflowBlockedSpecification2 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 3 | CustWorkflowBlockedSpecification3 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 4 | CustWorkflowBlockedSpecification4 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 5 | CustWorkflowBlockedSpecification5 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 6 | CustWorkflowBlockedSpecification6 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 7 | CustWorkflowBlockedSpecification7 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 8 | CustWorkflowBlockedSpecification8 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 9 | CustWorkflowBlockedSpecification9 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 10 | CustWorkflowBlockedSpecification10 | Check box | Hide this field for all security roles. This field is used for a workflow process. |