Contents of the Manage Account User-Defined Information Screen

Use the fields and options to configure the Manage Account User-Defined Information screen.

Identification

Field Description
Account

Use Query to select the account for which you want to enter user-defined information. The description displays in the adjacent field.

User-Defined Info

Field Description
Data Type

This column displays the data type for each user-defined field:

  • T: Text
  • N: Number
  • D: Date
Labels

This column displays the labels for the user-defined fields that you defined on the Manage Account User-Defined Labels screen.

Text Value

If Data Type is T for the user-defined field, enter the text value for the field for the selected account.

Numeric Value

If Data Type is N for the user-defined field, enter the numeric value for the field for the selected account.

Date Value

If Data Type is D for the user-defined field, enter the date for the field for the selected account, or click the calendar icon and select the date.

Costpoint Validation Field

This column displays the Costpoint field that is the source for valid entries for the field. If you selected a data table column in Costpoint Validation Field for the label on the Manage Account User-Defined Labels screen, the value you enter for the user-defined field for an account is validated against the values in that Costpoint field. For example, if Costpoint Validation Field contains Organization, the value you enter for the user-defined field must exist in the Org ID column in the ORG data table.

Validated Text

This column displays a Y (Yes) if you specified valid text values for the field on the Validated Text subtask of the Manage Account User-Defined Labels screen. N (No) in this column indicates that no list of valid text items exists for the field.

Required

Y (Yes) in this column means that you must enter a value for the field for every account. N (No) means you are not required to make an entry.