New/Edit User Defined Field

Type

Label

Screen

Edit List Items

This area defines the type of UDF you are creating. The fields are:

• Type: Indicates the type of Edit List you are creating. Once the UDF is published, this field cannot be edited. Options are:

• Text: Creates a 50-character  text box where users can enter alphanumeric and special characters.

• Edit List: Creates a 30-character droplist field wherein the user can select from the values listed in the Edit Items List field.

• Date: Creates a field formatted for dates and containing a calendar control.

• Integer: Creates a field that allows the user to enter whole numbers only (right aligned).

• Currency: Creates a field that allows the user to add numeric characters with up to 2 decimal points (right aligned). This field also allows negative numbers.

• Label: The field label that displays in Operations. You can enter up to 20 characters. This field can be edited after publishing.

• Screen: There are two UDF windows for each category (Additional Info 1 and Additional Info 2). This determines which of the windows the UDF will appear in. This field can be edited after publishing.

• Edit List Items: The options that will appear on an Edit List type UDF when the droplist is selected. This field is only active if the Type is Edit List. Enter each item separated by commas. For example: "C Corp,S Corp,LLC" (without the quotation marks). Once the UDF is published, this field cannot be edited.

Available Number

Publish Ind

These fields indicate the number of available UDFs you can create by type and whether the UDF has been published. The fields are:

• Available Number: For each category, you can set up 8 Text UDFs, 8 Edit List UDFs, 18 Date UDFs, 8 Integer UDFs and 6 Currency UDFs. This field indicates the number of UDFs of the Type selected that you can create. For example, if the Available Number is 3, then you can create 3 more UDFs of that type for that category. This field does not populate until a Type is selected. This field is read-only.

• Publish Ind: A check in this field indicates that the UDF has been published. If the box is unchecked, the UDF has not been published. This field is read-only.

Position

Row

Column

These fields indicate where the UDF will appear on the selected screen. These fields can be edited after the UDF is published.

• Row: Indicates the vertical position of the field. You can select from 15 rows. The higher the number, the lower the field is on the screen. If a row/column combination has already been used by a published UDF, it will be unavailable for selection when creating or editing a UDF. For example, if you have already published a UDF to row 3, columns 1 and 2, then row 3 will not appear as an option on the droplist.

• Column: Indicates the horizontal position of the field. You can select from 2 columns. Selecting 1 places the UDF in the left column and selecting 2 places the UDF in the right column.  If a row/column combination has already been used by a published UDF, it will be unavailable for selection when creating or editing a UDF. For example, if you have already published a UDF to row 3, columns 1, then column 1 will not appear as an option on the droplist

OK

Cancel

These buttons indicate whether you want to save a new UDF or your edits to an existing UDF:

• OK: Click this to save your new or changed information and close the window.

• Cancel: Click this to discard your new or changed information and close the window.

• Published UDF Screen Layout