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 |
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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 |
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Data Type |
This column displays the data type for each user-defined field:
|
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. |