7 Set Up User-Defined Code Lists

This chapter contains these topics:

Section 7.1, "Setting Up User Defined Codes for Agreements"

7.1 Setting Up User Defined Codes for Agreements

To access General User Defined Codes, enter UDC on any menu selection or command line.

You can define most standard information in user defined code (UDC) lists. Many of these codes are set up by JD Edwards World and are included when you install your system. When a UDC is referred to as hard coded, the programming has been defined to work with hard-coded UDCs. If you change a hard-coded UDC, the programming will not work correctly.

Each system has its own system number and UDC types. Agreement Management is system 38. UDCs are referenced by the system number and type. Therefore, System 38/Type CA indicates that CA (Agreement Adjustments) is a UDC type for the Agreement Management system.

Agreement Management also integrates with other systems, such as the Procurement system. Therefore, in addition to System 38 UDCs, you will need to set up UDCs for other systems. The following table lists the UDC types associated with agreements and the information you should include in each:

UDC Description
System 38/Type CA - Agreement Adjustments Include the types of adjustments that you will use.
System 38/Type CC - Agreement Cancellation Include the different reasons for canceling an agreement.
System 38/Type CP - Agreement Purpose Include the different reasons or purpose for making agreements.
System 38/Type CV - Agreement Type Include the different types of agreements that your company uses for different partners.
System 38/Type R1 through R4 - Agreement Reporting Codes Include UDCs for four different groups. Within each group, you can assign different UDCs for reporting and other business purposes to organize and associate your agreements and business partners.
System 40/Type AS - Adjustment Schedule Name Include the four penalty adjustments that you will use for the penalty schedules. JD Edwards World recommends that you use the following as the UDCs for the penalty schedules:

  • TRANSMIN (transaction minimum)

  • TRANSMAX (transaction maximum)

  • UNDCOMIT (under commitment)

  • OVRCOMIT (over commitment)
System 40/Type PR - Preference Profiles Include PN as the agreement penalties preference that you use to set up the penalty schedules.
System 40/Type SD - Sales Detail Groups Include a UDC called Penalty to define the price group for the penalty schedules.

To set up UDC lists

On General User Defined Codes

Figure 7-1 General User Defined Codes screen

Description of Figure 7-1 follows
Description of "Figure 7-1 General User Defined Codes screen"

  1. Complete the following fields:

    • System Code

    • User Defined Codes

    The system displays all UDCs for the system and type.

  2. Review the predefined codes to confirm that they meet your business needs.

  3. To add a new UDC or change existing codes, complete the following fields:

    • Code

    • Description

  4. Access the detail area.

  5. Complete the following optional fields:

    • Special Handling Code

    • Hard Coded Y/N