Chart of Accounts Codes - User Defined Fields Tab

Access this form using Maintain>Chart of Accounts Codes.

Use this tab to enter account data for the user defined fields that have been created. In order to use this tab, a segment type field must be created by the Administrator in the system, and that segment and a code must be selected on the Setup tab.

These fields were previously created and assigned characteristics by the Administrator using the Organization>Set Up User Defined Fields - Setup Tab. Once fields have been created, the system automatically creates the User Defined Fields tab. Otherwise, the form is available, but without the tab and any user defined fields.

 

Display Name: The system displays the name that was assigned to this field. This name cannot be edited here, but it can be changed by the Administrator using the Organization>Set Up User Defined Fields>Setup tab.

Value: Enter the data for this user defined field. Currency user defined fields follow the formatting of the organization's functional currency. This field is required for new codes if the "Required" check box was selected when the field was created.

When entering data in the Value column, you must adhere to the pre-defined settings, such as field type, length, and decimal places. For example, if the field was set up with a field type of Number, you cannot enter alphabetic characters for that field.

Any segment type fields can be printed using Reports>Lists>Chart of Accounts.