Create a System User-Defined Table (UDT)

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Expand/Collapse item  Overview

You can create a system UDT to maintain information that can be applied to all of your operating companies. This data can be maintained in one place and then shared across multiple companies, eliminating the need to set up the same data for each company.

System UDTs are stored in the MAS90\MAS_SYSTEM folder, and are company-independent.

 

To create a system UDT

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

  2. Select the System Tables folder.

  3. Click the Add a User-Defined Table button.

  4. In the Add User-Defined Table window, in the Table Name field, enter the name of the UDT. When your cursor leaves the Table Name, it is automatically preceded with SY. All system tables use this naming convention.For more information, seeAdd User-Defined Table - Fields.

  5. In the Description field, change the description of the UDT, if necessary.  

  6. In the Key Field Name field, enter the name of the field that is used as the key into the table.

  7. In the Key Field Description field, change the description of the key field, if necessary.  

  8. In the Key Field Length field, enter the length of the key field. Click OK.

The UDT is created. After you click OK, the User-Defined Fields window appears. You can use this window to add user-defined fields (UDFs) to the UDT. For more information, see Create a User-Defined Field (UDF).

Expand or collapse item  Example - Creating a UDT for multiple companies.

In this example, a UDT called SY_UDT_REGIONS is created to maintain region information for the North, East, West, and East regions for companies ABC and ABX. The Region Code is entered as the key field name for the UDT. A Manager field is also added to the table. Then data is entered for the region codes and the manager of each region, as follows:

Region Code

Manager

NORTH

Jim Kentley

EAST

Shelley Westland

WEST

Jonathon Miller

SOUTH

Ginny Hernandez

After the UDT data is entered, a Region Code UDF called UDF_REGION_CODE is created for the Accounts Receivable Customer Master table. The UDF is set up to validate against the SY_UDT_REGIONS UDT. A Manager UDF called UDF _MANAGER is also created for the Customer Master table.

In Customizer Selection, the Region Code UDF is added to the Accounts Receivable Customer Maintenance PMAIN panel for companies ABC and ABX. The read-only Manager UDF is also added to the same panel from the UDF_REGION_C ODE child object.

During data entry in Customer Maintenance for companies ABC and ABX, the Region Code UDF displays a Lookup button that allows the data entry user to look up the Region Code and see the associated UDT data in the Lookup window. When a region is entered in the Region Code field, the Manager field is populated with the manager name for the region. This information is maintained in the system UDT and shared by both companies.