Edit Customer User Definable Fields Wizard

Use the Edit Customer User Definable Fields Wizard to maintain the customer's information for several alpha and numeric fields defined to suit your purposes.  The customer user definable fields are informational only and can be used for reporting purposes.  The table following the window example describes the data entry area for the Edit Customer User Definable Fields Wizard.

For additional information, click More.

Directions:

To display the Edit Customer User Definable Fields Wizard:

1.  Click Edit Plus , to expand the Edit portion of the Wizard Control Menu.

2.  Click Customer User Definable Fields.

Tip:  The Edit Customer User Definable Fields Data Entry Panel displays.
 To navigate to another step that you want to maintain, click the desired step in the Steps Panel.

 

Data Entry Panel - Edit Customer User Definable Fields Wizard Example:

 

Data Entry Panel - Edit Customer User Definable Fields Prompts

Tip:  To see more information about a field, click the hyperlink for that field name.

Alpha User Definable Field

Maintain and view the customer's information for the alpha user-definable fields. (format varies)

Notes:  

  • While there are 27 fields available, only the fields that are defined display.  You can define the fields and field labels during Alpha Table Maintenance.

  • Certain fields are defined for search capability or they are defined to have a file associated with it.

  • To search for a Code ID for a specific field, click Search or press [CTRL + f].

  • To attach a file to the field when available, click File Attachment.

Numeric User Definable Field

Maintain and view the customer's information for the numeric user-definable fields. (12.2 numeric)

Tip:  While there are 60 fields available, only the fields that are defined display.  You can define the fields and field labels during Numeric Table Maintenance.

Tip:  Back is not active for this step.

Tip:  Next is not active for the last step.

To validate and save the data for the wizard, click Finish.  The wizard window closes when the save is complete.

Keyboard shortcut:  [ALT + s]

To close the wizard without validating or saving the data, click Close.