Set Up UDF Default Sources

Access this form with Administrative user rights using Organization>Set Up UDF Default Sources.

Use this form to "connect" user defined field (UDF) values from master level records to transaction document and transaction line/detail level records. This process is known as flow-thru. (The system facilities several Flow-Thru Scenarios.) If you want a user defined field name to flow to another user defined field, you must have previously created UDFs (Organization>Set Up User Defined Fields) with the same name at each level (master, transaction document, and transaction line/detail). These UDFs must also have the same number of decimal places and the same field type, such as, string to string, date to date, and number to number.

Note: Master UDFs cannot flow to other Master UDFs, and Transaction Document and Transaction Line UDFs cannot flow to Master UDFs.

 

Type: Enter a record type that can have UDF Default Source (flow-thru) values.

• A/R Invoices - Uses data from the Activities>Accounts Receivable>Review/Modify Invoices>User Defined Fields tab.
• A/R Invoices Detail - Uses data from the Review/Modify Invoices table (Activities>Accounts Receivable>Review/Modify Invoices).
• Transaction Documents - Uses data from User Defined Fields tabs. This does not include every transaction source available on the Set Up User Defined Fields>Transaction Sources tab.
• Transaction Lines - Uses data from user defined field columns from Transaction Entry forms. This does not include every transaction source available on the Set Up User Defined Fields>Transaction Sources tab.

Field Name: Select a specific Receiving UDF to be assigned a Default Source (or flow-thru). The list only displays field names associated with the type selected above. This is the field name created on the Set Up User Defined Fields form.

Each receiving UDF can have multiple Transaction Sources, which can have a different source or share the same source UDF.

Default Source Assignment: This identifies another UDF in which you want to connect the Field Name UDF. You will identify the type and field name of the Default Source UDF in this table.

Since A/R Invoices and A/R Invoices Detail are Master Records, the Available Transaction Source, Description, Transaction Source, and Additional Transaction Source columns are not available, if you choose one of these as your type.

• Available Transaction Source: The system displays all Transaction Source codes assigned to this UDF using the Set Up User Defined Fields>Transaction Sources tab.
• Description: The system displays the description associated with the Transaction Source.
• Type: Enter a UDF type (such as, Vendors, Charge Codes, Customers, or Transaction Documents). The system only displays the types that can be used with the Additional Transaction Source on that row. Types were assigned to UDFs on the Set Up User Defined Fields form.
• Field Name: Enter a Source UDF Field Name. The system only displays those UDFs that can be used as a Default Source for the Additional Transaction Source on that row. You must have previously created a field name that is the same field type (such as, string, number, or date) as the UDF Field Name above.
• Transaction Source: Enter a UDF Transaction Source for the Default Source Field Name—APC, API, APM, APS, ARB, ARC, ARM, ARP, ARS, CD, CDS, CR, or CRS. This column is not available if the Type selected is a Master UDF, such as, Vendors, Customers, and Purchase Orders.
• Additional Transaction Source: Enter a UDF Transaction Source for the selected Available Transaction Source that can be assigned as a Default Source. The column is only available if both ARB and ARS are included as an Available Transaction Source. ARC can be assigned a default source of ARB, ARS, or both.