20 Overview to User-Defined Codes

This chapter contains these topics:

20.1 Objectives

  • To understand user-defined codes (UDCs)

  • To understand category codes

20.2 About UDCs

To tailor the software system to your business needs, you can assign your own set of valid values to a data field.

To understand how to customize your data, complete the following:

  • Work with UDCs

  • Work with category codes

20.2.1 What Are UDCs?

JD Edwards World software allows you to create UDC values. UDCs use table values to define the values for an input-capable field without having to make program changes. Some examples of UDC fields include:

  • State and province codes

  • Spending account codes

  • Unit of measure codes

You can define most standard information in UDC tables. Generally, you define these codes for your business purposes. JD Edwards World sets up many of these codes in the software and they are available when you install your system. Each system has its own UDC types.

When a JD Edwards World program encounters a UDC field, it validates the data that the user enters against the table of valid values. The program issues an error message if it does not locate a match.

Although the system decides the title of the code type, you can create an unlimited number of values for the UDCs.

For example, for the Address Book system (system code 01), two types of UDCs for this system are search type (ST) and language (LP). The following table lists these code types, as well as examples of codes defined for the code type.

Code Type Code Description
Search Type A Applicants
  C Customers
  E Employees
  F Facilities
  I Investors
  J Jobs
Language B Flemish
  D Dutch
  E English
  F French
  G German

20.2.2 What Are Category Codes?

Use category codes to define additional codes that describe or categorize items for management reporting, consolidation, totaling, and characteristic identification. A category code is a UDC for which you define the code title and the valid values. Codes and descriptions are included for each example.

Category Code Code Description
Branch (Category Code 01) ATL Atlanta Branch
  CHI Chicago Branch
  DAL Dallas Branch
  DEN Denver Branch
  ES Eastern Mfg. Region
Account Representative (Category Code 02) ANN Annette Walters
  JIM Jim Kellerman
  ROD Rod McLind

20.2.3 Grouping Data in Address Book

You use Category Codes to group and categorize addresses for reporting purposes.

Two groups of category codes are in the Address Book system:

  • Who's Who (10 codes)

  • Address Book (30 codes)

Both the title of the category code and valid values are user-defined.

20.2.4 How Are Category Codes Defined?

The user defines each category code. For example:

  • Category code 1 = Branch

  • Category code 2 = Account Representative

The user also defines the valid values of the code. For example:

  • Branch: DEN = Denver Branch

  • Salesperson: ROD = Rod McLind

20.3 Summary of UDCs and Category Codes

The following table details the level to which you can customize the information that UDCs and category codes provide:

Code Type Title Values
UDC Search Type (JD Edwards World defined) User-defined
Category Code Branch (User-defined) User-defined