UDF Default Sources List Report

To access this report, go to Reports > Lists > UDF Default Sources List

Use this report to obtain a list of user defined fields with their default sources.

 

Tip: If you're not familiar with the MIP Cloud Report Builder, see Report Builder for an introduction.

 

You can choose to use the report as-is by selecting Export or View, or make edits to the report by selecting Edit.

If you choose to make edits to the report, the Report Builder page will display. From this page, use the Setup tab to choose the columns you'd like to appear on the report. You can rename the columns under the Column Heading.

 

The following columns are available to include in the report:

 

Column

Description

Type

A record type of AR Invoices, AR 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 the Filter tab to narrow down and define the data using the available filters.

Use the Options tab to Summarize Amounts on the report, implement security features, and more.

  • Select "Summarize Amounts" to add amounts together and display one line item with the total amount. All document information must be identical for the system to add items together.

  • Select "Do Not Allow Changes to this Report" to secure the report so that other users cannot save their changes to it. This option can only be undone by the user that locked the report.

  • Select "Year End Adjustments" to include year end adjustments on the report. This entry type was designated during transaction entry.

  • Select "Open Entries in Detail" to include opening balances (system or user opening entries) in detail.

  • Select "Replace total debits and credits with Balance" to show the net amount for each segment where totals have been requested. Otherwise, the report displays the total debits and total credits for each segment.

  • Select "Suppress Lines with All Zeros" so that documents with zero amounts do not print. This eliminates records having zero in all amount columns. If it is not selected, every line prints, even if it has a zero value.

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