Validate a Standard Field Against a User-Defined Table (UDT)

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Expand/Collapse item  Overview

You can validate an existing field in Sage 100 against a UDT.

For multiline fields, when the Lookup button is clicked for the field during data entry, the Lookup window that appears is automatically populated with the data in the UDT.

Expand/Collapse item  Before You Begin

  • To validate a field against a UDT, the UDT must be set up with a key field length that is equal to the length of the field you are setting up validation for.

  • UDT validation is available only if the field is not predefined to validate against another table by default.

  • Validation can be set for all users and all companies only, not for individual users or companies.

  • This procedure applies to standard fields only. UDT validation for user-defined fields (UDFs) can be defined in User-Defined Fields. For more information, see User-Defined Fields.

 

To validate a standard field against a UDT

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

  2. Select the module and table to define field settings for, and then click the Advanced Field Settings button.  

  3. In the Advanced Field Settings window, to create a new advanced setting for a field in the selected table, click Add. To modify an existing setting, select the setting and click Edit.

  4. In the Advanced Field Settings - Add/Edit Field window, in the Field field, select the field to create the setting for.For more information, seeAdvanced Field Settings - Add/Edit Field - Fields.

  5. In the User and Company fields, select the user and company the setting will apply to.

  6. On the Attributes tab, select the appropriate attributes for the field.

Note If a lock button appears next to any field in this window, the field is not available due to one or more restrictions based on the field, user, or company selected. Click the button or hover your cursor over the button to view details regarding the restriction.

  1. Click the Validation tab. At the Validation field, select User-Defined Table. Then select the UDT to validate against from the list of valid UDTs. Only UDTs whose key field length matches the field you are validating are displayed.

  2. Click OK.

The changes you made are automatically saved and updated to the field.

Expand or collapse item Example of validating a field against a UDT

An example of validating a standard field against a UDT is creating a UDT for customer types, and then setting the CustomerType field in the Accounts Receivable Customer Master table to validate against the UDT. When the Lookup button is clicked in the Customer Type field in Customer Maintenance, the Lookup window displays the data maintained in the customer type UDT.