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 Order Management System. 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 tables
• users, companies, and countries
• divisions and entities
• pay types, ship vias, and warehouses
A complete listing is provided in this topic.
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 table. 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 table.
Example: You want to track the language of each country to which you ship orders. To do so:
1. Select Create at the Work with User Defined Fields Screen to create the link to the Country table.
2. When you advance to the Create User Defined Field Screen, select a table code of CNT (Country).
3. Select Work with details for 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. Select Create 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, select Work with user fields for a country to advance to the Work with User Fields screen. At this screen, you can select Change Language to specify the language for the country.
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 selecting Work with user fields for a record at a “Work with” screen; however, the Order Header User Field table is not available through any screen.
In this chapter:
• Work with User Defined Fields Screen
- Create User Defined Field Screen
• Work with User Defined Field Detail Screen (Defining the Fields)
- Create 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 |
a valid customer class |
prompts for a new customer in the class only if you assign the class before completing the header information and selecting OK 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 |
blank |
prompts for any new customer |
For more information: See:
• Entering user-defined field information:
• Completing user-defined fields in order entry: 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.
Field |
Description |
Cde(Code) |
A code that identifies the table linked to the user-defined fields. Valid values are: • CST = Customer Sold To Table (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 table 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) Optional. |
Description |
The description associated with the table code. Alphanumeric, 25 positions; optional. |
Screen Option |
Procedure |
Create a user defined field |
Select Create. See Create User Defined Field Screen. |
Change the description of the link to the Customer Sold To table |
Select Change for a code 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 for information on changing the type of information stored in user defined fields. |
Review the code and description of the link |
Select Display for a code 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 Work with User Defined Field Detail Screen (Defining the Fields) for information on reviewing the type of information stored in user defined fields. |
Create, change, delete or display individual user-defined fields |
Select Work with details for 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: Select Create at the Work with User Defined Fields Screen.
Field |
Description |
Identifies the table linked to the user-defined fields. Valid values are: • Add Reason • Bank • Buyer • Cancel Reason • Catalog Request • Company (see Work with Companies Screen) • Correspondence History • Country (see Work with Countries Screen) • Customer Bill To (see Work with Bill To Customers Screen) • Customer Class • Customer Membership • Customer Profile • Customer Ship To • Customer Ship To Entity • Customer Sold To (see Work with Customers Screens (Selecting a Customer)) • Customer Sold To Email • Customer Sold To Entity • Customer Warranty Track • Dispute Reason • Division (see Work with Divisions Screen) • Entity (see Work with Entities Screen) • Exchange Reason • Geographic Zone |
|
|
• Hazard • Item (see Work with Items Screen) • Item Category • Item Class • Item Offer (see Work with Item Offers Screen) • Item Status • Item Transaction Code • Item Transaction History • Item Transaction Reason • Item (SKU) UPC • Item Warehouse (see Work with Item Warehouse Screen) • Language • Line of Business • List Source • Location Class • Long SKU Class • Long SKU Department • Long SKU Division • Mail/Call Code • Manifest Upload Audit • Offer (see Work with Offers Screen) • Order Detail • Order Header (the Order Header User Field table is not available through any screen) • Order Payment Method • Order Ship To • Order Type (see Work with Order Types Screen) • Pay Type (see Work with Pay Types Screen) |
|
• Prep Code • Price Override Reason • Profile Data • Promotion • PO Detail • PO Header • Recency • Retail Class • Return Reason • RI Price Change Hist Detl • RI Price Change Hist Summ • Salesman • Season • Ship Via (see Work with Ship Via Screen) • SKU (see Work with SKUs Screen) • SKU Element 1 • SKU Element 2 • SKU Element 3 • SKU Offer (see Work with SKU Offers Screen) • Soldout Control • Source (see Work with Source Codes Screen) • Source Category • Tickler • User (see Work with Users Screen) • Vendor (see Work with Vendors Screen) • Vendor Item (see Work with Vendor Item Screen) • Warehouse (see Work with Warehouses Screen) Create screen: required. Change screen: display-only. |
The description associated with the table 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.
Work with User Defined Field Detail Screen (Defining the Fields)
Purpose: Once you create the link to a table, 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: Select Work with details for the link at the Work with User Defined Fields Screen.
Field |
Description |
File code |
The code representing the table 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 table 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 table; this other sequence number is not displayed on any screen, although the system can use it to identify user defined field record types. 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: • Date • Number • Text On the Enter User Fields Screen (displayed during Order Entry or from the Sold To Customer table), 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. 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: • Input = the system prompts you to enter information in this field in order entry; or, you can use customer maintenance • Output = you can enter information in this field in customer maintenance only; it is not available in order entry Optional. |
Screen Option |
Procedure |
Create a new user defined detail field to use when collecting customer information |
Select Create to advance to the Create User Defined Field Detail Screen. |
Change the sequence, description or characteristics of a field |
Select Change for a field to advance to the Change User Defined Field Detail. See Create User Defined Field Detail Screen for field descriptions. |
Delete a field |
Select Delete for a field. The Confirm Delete window indicates that customer fields have been created, and that you will lose this information if you continue. Select Enter to continue, or select Exit to cancel. |
Review a field |
Select Display for 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. |
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: Select Create at the Work with User Defined Field Detail Screen (Defining the Fields).
Field |
Description |
File code |
The code representing the table 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 table; this other sequence number is not displayed on any screen, although the system can use it to identify user defined field record types. 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: • Date • Number • Text Note: On the Enter User Fields Screen (displayed during Order Entry or from the Sold To Customer table), 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. 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: • Input = the system prompts you to enter information in this field in order entry; or, you can use a maintenance screen if appropriate • Output = you can enter information in this field in maintenance only; it is not available in order entry Required. |
