Creating user-defined fields

Add UDFs created for entry functions, such Sales Order Entry Header and Sales Order Entry Line, to the entry function using the Personalization feature. If you do not add them to the entry function, they are still displayed in other functions. For example, if you create UDFs for Sales Order Entry Line but do not add the fields to Sales Order Entry, the UDFs are still displayed in Sales Order Inquiry.

  1. Select System Administrator > Administration > Administrator Options > System > User Fields.
  2. Select the functional area in User Field Type.
  3. For each UDF you want to create, specify a label.
  4. Select Yes in the User In Use field to make the field available.
  5. Optionally, specify these field characteristics:
    • In the Size field, specify the maximum number of characters that can be entered in a text field.
    • In the Validation field, specify the values, separated by commas, that can be entered in the field. For example, if the only valid entries are Yes, No, and Undetermined, you would specify Yes,No,Undetermined in the field.
    • Specify minimum and maximum values for number and date fields.
  6. Click Save.