Chapter 20: Setting Up User-Defined Fields (WUDF)
Purpose: Use Work with User Defined Fields to design a screen containing the information you want to collect for a variety of types of records in CWDirect. For example, you can specify information to capture from customers during order entry or through customer maintenance. User-defined fields are available for:
• different customer types
• items, offers, and related files
• users, companies, and countries
• divisions and entities
• pay types, ship vias, and warehouses
A complete listing is provided in this chapter.
Process overview: Before defining the individual user-defined fields, you must first use Work with User Defined fields to create a link to the related file. You can then enter the detailed information that specifies the type of information you want to collect. Then, you can enter information for individual records in the file.
Example: You want to track the language of each country to which you ship orders. To do so:
1. Press F6 at the Work with User Defined Fields Screen to create the link to the Country file.
2. When you advance to the Create User Defined Field Screen, select a file code of CNT (Country).
3. Enter 8 next to the record at the Work with User Defined Fields screen to advance to the Work with User Defined Field Detail Screen (Defining the Fields).
4. Press F6 to advance to the Create User Defined Field Detail Screen, where you create a record for “language.”
5. When you are at the Work with Countries Screen, enter 98 next to a country to advance to the Work with User Fields screen. At this screen, you can enter 2 next to Language to specify the language for the country.
See User-Defined Fields in the New Order Message for another example of how you can use user-defined fields.
Prompting in order entry: In the case of sold-to customers, you can have this screen appear automatically when you enter an order for new or existing customers. See Prompting in Order Entry. For most other types of user-defined fields, you can display this screen by entering 98 next to a record at a “Work with” screen; however, the Order Header User Field file is not available through any screen.
In this chapter:
• Work with User Defined Fields Screen
• Create User Defined Field Screen
• Change User Defined Field Screen
• Display User Defined Field Screen
• Work with User Defined Field Detail Screen (Defining the Fields)
• Create User Defined Field Detail Screen
• Change User Defined Field Detail Screen
• Display User Defined Field Detail Screen
The system uses the following two system control values to determine when to prompt for user-defined information for a sold-to customer in order entry:
• User-defined Field Prompting for Existing Customers (D33)
• Customer Class for User Defined Field Prompting (G04)
These two system control values work together as follows:
User Defined Field Prompting in Order Entry set to: |
Customer Class for User Defined Field Prompting set to: |
Result |
Y |
a valid customer class |
prompts for any new or existing customer in the class who has not yet provided the user-defined information |
Y |
blank |
prompts for any new or existing customer, regardless of class, who has not yet provided the user-defined information |
N or blank |
a valid customer class |
prompts for a new customer in the class only if you assign the class before completing the header information and pressing Enter Note: If the Default Customer Class in Order Entry (D63) system control value is set to this same customer class, each new customer you create will be assigned to the class automatically, and you will always advance to the prompt screen |
N or blank |
blank |
prompts for any new customer |
For more information: See:
• Entering user-defined field information:
• Completing user-defined fields in order entry: Order Entry Chapter 19: Entering User Fields
Work with User Defined Fields Screen
How to display this screen: Enter WUDF in the Fast path field at the top of any menu, or select Work with User Defined Fields from a menu.
MSR0658 DISPLAY Work with User Defined Field 6/14/97 13:45:45 CommercialWare Opt Cde Description
Type options, press Enter. 2=Change 5=Display 8=Work with details
CST CUSTOMER SOLD TO
F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company |
Field |
Description |
Cde(Code) |
A code that identifies the file linked to the user-defined fields. Valid values are: CST = Customer Sold To File (see Work with Customers Screens (Selecting a Customer)) CMP = Company (see Work with Companies Screen) CNT = Country (see Work with Countries Screen) CBT = Customer Bill To (see Work with Bill To Customers Screen) DIV = Division (see Work with Divisions Screen) ENT = Entity (see Work with Entities Screen) ITM = Item (see Work with Items Screen) IOF = Item Offer (see Work with Item Offers Screen) ITW = Item Warehouse (see Work with Item Warehouse Screen) OFR = Offer (see Work with Offers Screen) OHD = Order Header (the Order Header User Field file is not available at any screen) OTY = Order Type (see Work with Order Types Screen) PAY = Pay Type (see Work with Pay Types Screen) VIA = Ship Via (see Work with Ship Via Screen) SKU = SKU (see Work with SKUs Screen) |
|
SKO = SKU Offer (see Work with SKU Offers Screen) SRC = Source (see Work with Source Codes Screen) USR = User (see Work with Users Screen) VND = Vendor (see Work with Vendors Screen) VIT = Vendor Item (see Work with Vendor Item Screen) WHS = Warehouse (see Work with Warehouses Screen) Alphanumeric, 3 positions; optional. |
Description |
The description associated with the file code. Alphanumeric, 25 positions; optional. |
Screen Option |
Procedure |
Create a user defined field |
Press F6. See Create User Defined Field Screen. |
Change the description of the link to the Customer Sold To file |
Enter 2 next to a code to advance to the Change User Defined Field Screen. |
Review the code and description of the link |
Enter 5 next to a code to advance to the Display User Defined Field Screen. |
Create, change, delete or display individual user-defined fields |
Enter 8 next to a code to advance to the Work with User Defined Field Detail Screen (Defining the Fields). |
Create User Defined Field Screen
To create: Use this screen to link a user-defined field to appear on the Work with User Fields Screen.
How to display this screen: Press F6 at the Work with User Defined Fields Screen.
MSR0659 ENTER Create User Defined Field 2/14/97 15:22:25 CommercialWare
File code . . . . . . CST File description . . CUSTOMER SOLD TO
F3=Exit F12=Cancel |
Field |
Description |
A code that identifies the file linked to the user-defined fields. Valid values are: CST = Customer Sold To File (see Work with Customers Screens (Selecting a Customer)) CMP = Company (see Work with Companies Screen) CNT = Country (see Work with Countries Screen) CBT = Customer Bill To (see Work with Bill To Customers Screen) DIV = Division (see Work with Divisions Screen) ENT = Entity (see Work with Entities Screen) ITM = Item (see Work with Items Screen) IOF = Item Offer (see Work with Item Offers Screen) ITW = Item Warehouse (see Work with Item Warehouse Screen) OFR = Offer (see Work with Offers Screen) OHD = Order Header (the Order Header User Field file is not available through any screen) OTY = Order Type (see Work with Order Types Screen) PAY = Pay Type (see Work with Pay Types Screen) VIA = Ship Via (see Work with Ship Via Screen) |
|
|
SKU = SKU (see Work with SKUs Screen) SKO = SKU Offer (see Work with SKU Offers Screen) SRC = Source (see Work with Source Codes Screen) USR = User (see Work with Users Screen) VND = Vendor (see Work with Vendors Screen) VIT = Vendor Item (see Work with Vendor Item Screen) WHS = Warehouse (see Work with Warehouses Screen) Alphanumeric, 3 positions. Create screen: required. Change screen: display-only. |
The description associated with the file code. Alphanumeric, 25 positions; required. |
Note: You cannot delete the user-defined field link once you create it.
See Work with User Defined Field Detail Screen (Defining the Fields) for more information on setting up the individual fields.
Change User Defined Field Screen
To change: Enter 2 next to a field at the Work with User Defined Fields Screen to advance to the Change User Defined Field screen. At this screen, you can change only the description. See Create User Defined Field Screen for field descriptions. See Change User Defined Field Detail Screen for information on changing the type of information stored in user defined fields.
Display User Defined Field Screen
To display: Enter 5 next to a field at the Work with User Defined Fields Screen to advance to the Display User Defined Field screen. You cannot change any information at this screen. See Create User Defined Field Screen for field descriptions. See Display User Defined Field Detail Screen for information on reviewing the type of information stored in user defined fields.
Work with User Defined Field Detail Screen (Defining the Fields)
Purpose: Once you create the link to a file, you need to define and sequence the fields available on the new screen. Use this screen to work with the individual fields.
How to display this screen: Enter 8 next to the link at the Work with User Defined Fields Screen.
MSR0667 DISPLAY Work with User Defined Field Detail 2/08/99 14:54:43 EZK Mail Order
File code CST CUSTOMER SOLD TO
Opt Seq Field label Typ Usage
Type options, press Enter. 2=Change 4=Delete 5=Display
10 membership ID T I 20 date of birth N I 30 member since: D I
F3=Exit F6=Create F12=Cancel |
Field |
Description |
File code |
The code representing the file to which the user-defined fields are linked. Alphanumeric, 3 positions; display-only. |
File description (Unlabeled field to the right of the File code field) |
The description associated with the file code. Alphanumeric, 25 positions; display-only. |
Seq (Sequence) |
A value you assign to a field to control its placement on the screen. Typically, you would assign a sequence number of 10 to the field that should appear first, a sequence number of 20 to the field that should appear second, and so on. Note: This display sequence number differs from the other sequence number field in the User Defined Field Detail file; this other sequence number does not display on any screen, although the system can use it to identify user defined field record types; see User-Defined Fields in the New Order Message for an example. Numeric, 3 positions; optional. |
Field label |
The field label to appear on the user-defined field screen in order entry or customer maintenance. Alphanumeric, 15 positions; optional. |
Typ (Type) |
A code that identifies the type of field. Valid codes are: D =Date N =Number T =Text On the Enter User Fields Screen (displayed during Order Entry or from the Sold To Customer file), numeric fields appear on the left side of the screen, text fields appear in the center of the screen, and date fields appear on the right side of the screen. Alphanumeric, 1 position; optional. |
Usage |
A code that identifies whether you are collecting the field information on the user-defined field screen for sold-to customers in order entry. Valid values are: I = Input: the system prompts you to enter information in this field in order entry; or, you can use customer maintenance O = Output: you can enter information in this field in customer maintenance only; it is not available in order entry Alphanumeric, 1 position; optional. |
Screen Option |
Procedure |
Create a new user defined detail field to use when collecting customer information |
Press F6 to advance to the Create User Defined Field Detail Screen. |
Change the sequence, description or characteristics of a field |
Enter 2 next to a field to advance to the Change User Defined Field Detail Screen. |
Delete a field |
Enter 4 next to a field. The system displays the following pop-up window:
Confirm Delete
Warning! Customer fields have been created for field requested for deletion. By continuing, ALL customer fields will be deleted as well. Press Enter to confirm or F12 to cancel.
F12=Cancel |
Review a field |
Enter 5 next to a field to advance to the Display User Defined Field Detail Screen. |
Create User Defined Field Detail Screen
Purpose: Use this screen to specify a new field you will use to collect information.
How to display this screen: Press F6 at the Work with User Defined Field Detail Screen (Defining the Fields).
MSR0668 ENTER Create User Defined Field Detail 2/08/99 15:13:16 EZK Mail Order
File code . . . . . . . : CST Display sequence . . . . . Field label . . . . . . . Field type . . . . . . . . (D=Date, N=Number, T=Text) Field usage . . . . . . . (I=Input, O=Output)
F3=Exit F12=Cancel |
Field |
Description |
File code |
The code representing the file to which the user-defined fields are linked. Alphanumeric, 3 positions; display-only. |
Seq (Sequence) |
A value you assign to a field to control its placement on the screen. Typically, you would assign a sequence number of 10 to the field that should appear first, a sequence number of 20 to the field that should appear second, and so on. Note: This display sequence number differs from the other sequence number field in the User Defined Field Detail file; this other sequence number does not display on any screen, although the system can use it to identify user defined field record types; see User-Defined Fields in the New Order Message for an example. Numeric, 3 positions; required. |
Field label |
The field label to appear on the user-defined field screen. Alphanumeric, 15 positions; required. |
Typ (Type) |
A code that identifies the type of field. Valid codes are: D = Date N = Number T = Text Note: On the Enter User Fields Screen (displayed during Order Entry or from the Sold To Customer file), numeric fields appear on the left side of the screen, text fields appear in the center of the screen, and date fields appear on the right side of the screen. Alphanumeric, 1 position. Create screen: required. Change screen: display-only. |
Usage |
A code that identifies whether you are collecting the field information on the user-defined field screen for sold-to customers in order entry. Valid values are: I = Input: the system prompts you to enter information in this field in order entry; or, you can use a maintenance screen if appropriate O = Output: you can enter information in this field in maintenance only; it is not available in order entry Alphanumeric, 1 position; required. |
Change User Defined Field Detail Screen
To change: Enter 2 next to the field you want to update to advance the Change User Defined Field Detail screen. See Create User Defined Field Detail Screen for field descriptions.
Display User Defined Field Detail Screen
To display: Enter 5 next to a field to advance to the Display User Defined Field Detail screen. You cannot change any information on this screen. See Create User Defined Field Detail Screen for field descriptions.
| Chapter 19: Setting Up Match Codes (MMCH) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 21: Working with Postal Code Formats (WPCF) |
CS02_07 CWDirect 18.0 August 2015 OTN