69 Set Up Business Unit Supplemental Data Types

This chapter contains this topic:

Section 69.1, "Overview"

69.1 Overview

Navigation

From General Accounting (G09), choose G/L Advanced & Technical Operations

From G/L Advanced & Technical Operations (G0931), choose Business Unit Supplemental Data

From Business Unit Supplemental Data (G09312), choose Define Data Types

When setting up supplemental data, you must determine:

Which supplemental data you want to track.
How you want the supplemental data to appear on forms and reports.
Whether you want the system to validate the code information against existing user defined codes.

You can track data in two formats:

Code
Narrative

Use the code data type for dates, amounts, and other information. The system can verify this information against user defined code tables. You specify the names of the fields that display on forms and reports. Use the narrative data type for free-form text.

You define the actual column headings for forms and reports.

The system uses the description for any code from the User Defined Codes table (F0005) as the description on supplemental data forms and reports.

The system stores data type definitions in Business Unit Types of Data (F00690).

69.1.1 Example: Setting Up Data Types

Your construction company tracks the following information for each job site:

Ground conditions
Precipitation
Wind conditions
Daily job logs
Incident log
Legal description
General remarks

You want to enter narrative text for the legal description and general remarks. For the other items of information, you want to enter categories, dates, amounts, and short remarks. You also want the system to validate the categories that are entered against an existing set of categories.

For code type information, you can customize the fields on the data entry form for each item that you want to track. For example, your data entry form for the incident log can include a field into which you enter a description of the incident. The system can then validate this entry against a list of incident categories. The form can also include a field into which you enter the cost of damage, as well as fields into which you enter a user's name, the incident date, and remarks.

Your narrative text will consist of legal descriptions and general remarks. You can customize the title for each narrative text item.

69.1.2 Before You Begin

Determine which user defined code lists to use to validate code information
Set up the code type table before you set up the data type. The system can then validate code information.
Set up a new code type table that relates only to the supplemental data. In this case, JD Edwards World recommends that you define the code type for install systems 55-59. This protects the code type table from being overwritten during the reinstall process.

To set up business unit supplemental data types

On Define Data Types

Figure 69-1 Define Data Types screen

Description of "Figure 69-1 Define Data Types screen"

Complete the following fields:
- Skip To Type (optional)
- Ty Dt (Type of Data)
- Description
- DM (Display Mode)
Complete the following fields, if applicable:
- Code Title
- Amount Title
To reference a user defined code list, complete the following fields:
- SY (System)
- RT (Reporting Type)
Access the fold area.

Figure 69-2 Define Data Types screen (Fold area)

Description of "Figure 69-2 Define Data Types screen (Fold area)"
Complete the following optional fields:
- Remark 1 Title
- Remark 2 Title
To add the record, press Enter.

Field	Explanation
Skip To Type	Use this field to limit the display of data types.
Ty Dt (Type Data)	Identifies a data type, which is used to group similar information.
Description	A user defined name or remark.
DM (Display Mode) - Code or Narrative	The format of a data type. This code determines the display mode for supplemental data. Valid codes are: C – Code format, which displays the form for entering code-specific information. These codes are associated with User Defined Codes table (F0005). N – Narrative format, which displays the form for entering narrative text. P – Program exit, which allows you to exit to the program you specified in the Pgm ID field. M – Message format, which displays the form for entering code-specific information. However, the system can edit the code values you enter against values in the Generic Rates and Messages table (F00191). This code is not used by the Human Resources or Financials systems.
Code Title - User Defined	The heading for a column on Supplemental Data Entry that relates to user defined codes. Enter the user defined codes for the supplemental data type in this column. For example, if the supplemental data type relates to the educational degrees of employees (BA, MBA, PHD, and so on), the heading could be Degree. Form-specific information This field applies only to the code format (C).
Amount Title - User Defined	The heading for a column on Supplemental Data Entry that relates to an amount. This column contains statistical or measurable information. For example, if the data type relates to bid submittals, the heading could be Bid Amounts. Form-specific information This field applies only to the code format (C).
SY (System) Code	A user defined code (98/SY) that identifies a JD Edwards World system. A user defined code that identifies a JD Edwards World system, such as Accounts Receivable, Address Book, Inventory, and so on. If an object is used by more than one system, select a common system code. Use 00 for an object that is used by General Accounting, Address Book, and Inventory. Form-specific information The system for the user defined code that is related to the data type. This field works with the RT field to identify the code type table against which the system verifies the data type. If the SY and RT fields are blank, the system does not verify the data type. For example, a valid code for data type WE (weather conditions) must exist in the table for system 00 and code type WE. If you enter a code for weather conditions that is not in the table, the system displays an error message. This field applies only to the code format (C).
Remark 1 Title	The heading for a column on Supplemental Data Entry that relates to user defined codes. This heading describes the first Remark field on the data entry form. It contains additional information and remarks. For example, if the data type relates to bid submittals, the heading could be Subcontractor. Form-specific information This field applies only to the code format (C).
Remark 2 Title	The heading for a column on Supplemental Data Entry that relates to user defined codes. This heading describes the second Remark field on the data entry form. It contains additional information and remarks. For example, if the data type relates to the educational degrees of employees, the heading could be College or University. Form-specific information This field applies only to the code format (C).