Setting Up Column References

A column reference must be created for each miscellaneous field that's captured on an order that doesn't reside in a characteristic. Refer to Determine The Properties Of Every Miscellaneous Field for more information.

Open Admin > Sales & Marketing > Column Reference > Add to define your column references.

Description of Page

Enter an easily recognizable Column Reference code and Description for each column reference.

Specify the FK Reference to use if this column reference uses field values from another table. Use Long Description to describe the data that fields using this column reference capture.

The grid contains Algorithms that control important functions in the system. You must define the following for each algorithm:

  • Specify the System Event with which the algorithm is associated. You can define algorithms for the following system events: Post when order completed, Retrieve current value, Validate field value, Service task order processing, and Pre-process field value. Refer to Extract Column References for a description of these events.
  • Specify the Sequence and Algorithm for each system event. You can set the Sequence to 10 unless you have a System Event that has multiple Algorithms. In this case, you need to tell the system the Sequence in which they should execute.
Warning:

These algorithms are typically significant processes. The absence of an algorithm may prevent the system from operating correctly.