Manage UDT01S Screen

Use the Manage UDT01S screen to add, edit, delete, and link items for UDT01.

The UDT01 table is one of the most important user-defined tables in the system. Use UDT01s for General Ledger numbers or for UDT02/job numbers. Common configurations either use the UDT01 as the prime charge number by itself or as a sub number linked with UDT02s. When you use UDT01s with UDT02s, you can configure the system to always require a UDT02/UDT01 combination or to sometimes allow the UDT01 by itself.

This user-defined table is the " XXXX-XXX" portion of the account/contract number.

This user-defined table is the account number.

You cannot delete a UDT01 that is being used on a timesheet line.

Which records display, and whether you have rights to Save or Delete them, depends on how your security role and functional role are set up.

If you are adding a new UDT01, you can only access the Basic Information tab until you select Save. When the UDT01 is saved, and your Security Role has the Apply Charge Level Security check box selected, a primary administrator function is added for you.