Setup - User Defined Screen

Setup - User Defined Screen

Table of Contents
  1. Introduction
  2. Instructions
  3. Additional Information
  4. Important Note:

Introduction

The following wiki explains to a user what the "User Defined Screen" is for, and how to use it.
This screen allows the user to create fields that are not included in four of the master files, i.e. Customer, Vendor, Material, and Style.

The user can define the new field in this screen, and then use it to enter the information in the corresponding master file.

Note: The use of this function may vary from customer to customer, and can be used to create customized reporting.

 

Instructions

1. In JAS, go to:

  • Setup > User Defined Screen

2. Enter in the appropriate code and description:

  • a. Make the appropriate "Selection": the user can choose either Customer, Vendor, Material, or Style
  • b. Click on the "Add" button
  • c. Enter the description for the new field in the "Description" column.
  • d. Click on the "Update" button.

Note:

Add Button: When clicking on the "Add" button, the code number is automatically generated by the system. The same sequence of numbers is used for all four master files.

The three other User Defined screens work the same way.

 

Additional Information

In the example above, the field "TAX ID#" is to be used in the Customer File.

After creating the new code, the user can go to "Customer Add/Change":

  • Select an account
  • Click on the "User" button.

The "TAX ID#" displays in the screen for the user to select:

  • The user can enter the TAX ID# for each customer in the customer file, or only for customers who require it.


Important Note:


The user defined fields entered by a user, will only appear in the "Add/Change" and "Inquiry" screens of the respective 
master files. If the user requires them to display or print elsewhere, it will be a chargeable modification, since all "User Defined Codes" are unique.

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