UDF Default Sources List

Access this report with Administrative user rights using Reports>Lists>UDF Default Sources.

Use this report to obtain a list of user defined fields with their default sources. User defined fields were created using Organization>Set Up User Defined Fields, while default sources were applied using Organization>Set Up UDF Default Sources.

Report Criteria

Use this tab to assign a report name and determine whether or not to include it on the actual report. The report name can be printed in the header or the footer of the report.

Use this tab to determine what data to include in the report and to define the report layout.

• By selecting Available Items, the data is divided onto separate pages. The report starts a new page for each item, and the item is printed in the page header of the report.
• By selecting Available Columns, the data that appears in the body of the report is determined.

Column	Description
Type	A record type of A/R Invoices, A/R Invoice Detail, Transaction Documents, or Transaction Lines.
Field Name	The internal field name that is used in the system, such as grantmanager.
Display Name	The name for the user defined field as it appears on the form in the system, such as Grant Manager.
Field Type	A field type of Currency, Date, Editable Drop-Down List, Non-Editable Drop-Down List, Number, String, or Yes/No.
Assigned Transaction Sources	The transaction sources associated with this user defined field, such as APC, API, APM, APS, ARB, ARC, ARM, ARP, ARS, CD, CDS, CR, CRS, ENC, ENL, and/or JV.
Default Source Type	A record type of Vendors, Charge Codes, Customers, and Transaction Documents.
Default Source Field Name	The Default Source field name.
Default Source Transaction Source	Other transaction sources associated with the default source, such as APC, API, APM, APS, ARB, ARC, ARM, ARP, ARS, CD, CDS, CR, CRS, ENC, ENL, or JV.
Default Source Additional Transaction Source	The transaction sources associated with Default Source UDFs, such as ARB and ARS.

Use this tab to narrow down and more explicitly define the data to include in the report by selecting from the Available Filters.

Use this tab to change the font and page setup for a report.

Use this tab to secure the active report so that other users cannot save their changes to it. The user that selects the check box, and then saves the report, is the only user that can change or save it later. This check box cannot be cleared by any user other than the user that locked the report.