Contents of the Manage Customer User-Defined Labels Screen

Use the fields and options to configure the Manage Customer User-Defined Labels Screen.

Contents

Field Description
Sequence  Number

Enter the sequence in which you want the labels to appear on the Manage Customer User-Defined Information screen. Two rows cannot have the same sequence number; if they do, you cannot save this screen. New rows are automatically incremented by tens, which allows for the insertion of additional rows at a later time.

Data Type

Use this drop-down list to select the data type allowed on the Manage Customer User-Defined Information screen. Select Date to allow entry of a date. Select Number to allow entry of only a number. Select Text to allow entry of alphanumeric text.

You can only select Text data types if you select the check box in the Validated Text column.

Label

Enter the row heading with alphanumeric characters in this field. This label displays on the Manage Customer User-Defined Information screen, and you can assign values to your selected customer.

Help Description

Enter a short help description, that you want to display at the bottom of the screen (in the on-screen help field) when you are entering data into the Manage Customer User-Defined Information screen.

Costpoint Validation Field

Enter, or click to select a column of an already existing data table. The items in this column are used as a Lookup source on the Manage Customer User-Defined Information screen. You cannot use the Validated Text column when this column is available.

Highlight the row for which you want to enter values and select the Validated Text button. This opens the Validated Text subtask, where you set up the valid values.

Validated Text

Select this check box if the entries made for this label will be restricted to specific alphanumeric text. Use the Validated Text subtask on this screen to create these text items and their descriptions. The Costpoint Validation field cannot be used for this row when you select this check box.

Required

Select this check box if this user-defined information is a required field for this customer on the Manage Customer User-Defined Information screen.

Subtask

Subtask Description
Validated Text Select (highlight) the label row, and click the Validated Text link to open the Validated Text subtask screen where you can enter valid values for the validated text labels. This subtask is accessible only for those rows that have the Validated Text check box selected.