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.