Contents of the Manage Customer User-Defined Information Screen
Use the fields and options to configure the Manage Customer User-Defined Information screen.
Identification
| Field | Description |
|---|---|
| Customer Account |
Use
|
| Customer Account Name |
This displays the associated name for the Customer Account. |
to access the customer account that you want to define. The customer account name also displays.
User Defined Table Window
Click
on the toolbar to make additions.
| Field | Description |
|---|---|
| Data Type |
This field displays the data type that you created on the Manage Customer User-Defined Labels screen. The possible values are:
|
| Labels |
This field displays the labels created on the Manage Customer User-Defined Labels screen. |
| Text Value |
If the data type for this row is
T (text), enter, or click
|
| Numeric Value |
If the data type for this row is N (numeric), enter a numeric value for this user-defined label. |
| Date Value |
If the data type for this row is
D (date), enter, or click
|
| Costpoint Validation Field |
This column displays the Costpoint field that is the source for acceptable entries in this row. The value in this field is established on the Manage Customer User-Defined Labels screen. |
| Validated Text |
This column displays a
Y (Yes) if special text items were created for this row in the Validated Text subtask of the Manage Customer User-Defined Labels screen. These items are available in
An N (No) indicates that no special items were created for this row. |
| Required |
A Y (Yes) in this column means that this item is required for each customer. An N (No) means this item is not required for each customer. |
to select, the text for this user-defined label.
to select, a date value for this user-defined label.