User Defined Fields

Use these fields to capture specific information against masterfiles, to hold information that is over and above you can capture on the maintenance forms. You can categorise and analyse masterfiles using the values assigned to user-defined fields.

You can use the Inspection Tool or the JADE Query utility to view and extract masterfile data based on user-defined field values.

You can use these fields for:

Recording inventory item attributes — for example, colour, length, width.
Maintaining creation dates for masterfiles.
Recording the geographical location of customers and/or suppliers.

You can define an unlimited number of fields to capture different types of information. There are five field types available, so that you can define a type that relates specifically to the information to capture. Valid field types are:

Date - allows entry of a date.
Boolean - allows assignment of Yes or No.
Integer - allows entry of a whole number only.
String - allows entry of an alphanumeric string.
Decimal - allows entry of a number with specified decimal places.

User-defined fields are set up by module on the User defined fields form applicable to the module.

To enter a new field, click the Add button. This creates a line in the table, with the name New field. Move the cursor to the Name field, and replace New field with the name of the field you are creating - this can be up to 30 characters.

Select one of the five field types from a dropdown list in the Type field. The Length and Decimals columns are enabled if a String or Decimal type is selected.

The Length defines the maximum number of characters you can enter when assigning the Business Type to a customer. The Decimals defines the maximum number of decimal places that can be entered in the Decimals field when assigning that decimal value to a customer.

Click Done to save the fields you have defined, or click Delete while positioned on the line to delete.

Once user-defined fields have been created using this form, the fields displays in the Custom tab on the Masterfile Maintenance form, and the user can assign values for each field.

Note: You don't need to assign a value to user-defined fields.