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 Overview

After you have created a user-defined table, you can enter information in the table for all user-defined fields added to the table. UDTs can be used to validate user-defined fields (UDFs) that have been added to panels. You can also use UDT fields as data sources for other UDFs.

This procedure applies only to tables in some modules.

 Before You Begin

• You must have already created the UDT to maintain. For more information, see Create a User-Defined Table (UDT).

• You must add fields to the UDT before you can enter data for them. For more information, see Create a User-Defined Field (UDF).

 

Use one of the following methods to maintain a UDT:

• To maintain user-defined table (UDT) data

• To delete a user-defined table (UDT)

 

To maintain user-defined table (UDT) data

1. Select Custom Office Main menu > User-Defined Field and Table Maintenance.

2. Select the module and UDT to maintain.

3. Click the Maintain UDT Data button.

4. In the User-Defined Table Maintenance window, only the first 100 records in the table are displayed in the grid. To display an additional 100 records, click the Show More button. To select specific records to display, perform the following steps:

1. Click the Select button.

2. In the Selection window, enter a selection of records to display in the User-Defined Table Maintenance window. Click Reset to clear the search criteria entered. For more information, see Selection - Fields.

3. Click OK.

4. The User-Defined Table Maintenance window displays the first 100 records that match the search criteria entered. To display an additional 100 records that match the search criteria, click the Show More button. To refine your selection or enter a new selection, click the Select button.

5. In the User-Defined Table Maintenance window, the first column in the grid displays the key field for the UDT. Enter the data associated with the key field. For more information, see User-Defined Table Maintenance - Fields.

Note  Data that has been entered in the key field cannot be modified. To change the key field data, you must delete the row by selecting it and clicking the Delete Row button. Then reenter the correct data.

6. The other columns in this window display the UDFs that were added to the UDT. Enter the data for each field that corresponds to the key field data.

7. When you have added the data for all fields, click Accept.

The UDT data is maintained. You can use the UDT fields as data sources for other UDFs. For more information, see Create a User-Defined Field (UDF).

 Example - Creating a UDT to maintain project code information.

 the following example, a UDT was created for company ABX to store information about General Ledger projects, including project codes, project descriptions, and project supervisors. All General Ledger projects for company ABX have a 10-character project code.

The following information was entered in the Add User-Defined Table window:

Field	Entry
Table Name	GL_UDT_PROJECTS
Description	GL Projects (UDT)
Key Field Name	UDF_PROJECT_CODE
Key Field Description	Project Code
Key Field Length	10

 

After the table was created, in the Add Field window, a Description UDF and Supervisor UDF were added to the UDT to maintain the project description and supervisor.

In the User-Defined Table Maintenance window, all project codes were entered in the Project Code UDF column. The corresponding project descriptions and supervisors for each project were entered in the Description and Supervisor UDF columns, as follows:

Project Code	Description	Supervisor
01234567	LA	Alice
01234568	Irvine	Steve
01234569	Phoenix	Mark
01234570	Detroit	Jane
01234571	Tempe	Bob

 

For the GL General Journal Detail table, a Project Code field UDF was created using the Add Field window, and was set to validate against the project code UDT. This new UDF was then added to the Lines tab grid of the General Journal Entry panel in General Ledger. The Description and Supervisor UDFs were also added as display-only fields.

During data entry in General Journal Entry, all entries in the Project Code field are now validated against the project code UDT. When a valid entry is made, the Description and Supervisor fields are populated with the description and supervisor information corresponding to the project code in the UDT. For example, if 01234568 is entered in the Project Code field, Irvine appears in the Description field and Steve appears in the Supervisor field.

 

To delete a user-defined table (UDT)

1. Select Custom Office Main menu > User-Defined Field and Table Maintenance.

2. Select the module and UDT to maintain.

3. Click the Delete UDT button.

Warning  When a UDT is deleted, all data and fields in the UDT are deleted as well.

4. When prompted to confirm the deletion, click Yes.

The UDT and all data in the UDT are deleted.