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. |
Parent Topic: User-Defined Elements