Fund Accounting - User Defined Codes Table

The User Defined Codes table allows you to create records for table verification of fields in Project-Defined and Vendor-Defined pages. These pages are created in the Fund Accounting Profile. They can be accessed while adding and changing records in the Vendor Information page.

You must set up user-defined tables before you can enter data in a site-defined project or vendor page that includes table-verified fields. You can update these tables by adding new records or changing existing ones as needed.

Menu Path:  Fund Accounting > Reference Tables > Reference Tables > User Defined Codes

Adding a Record to a User-Defined Table

1. Select Fund Accounting > Reference Tables > Reference Tables > User Defined Codes.

2. Click Add New.

3. In the Table Information section's Table Code field, enter the code identifying the table.

4. In the Code field, enter a code identifying the record you want to add.

5. In the Title field, enter the code's description.

6. Click OK to save the record.

Changing a Record in a User-Defined Table

1. Select Fund Accounting > Reference Tables > Reference Tables > User Defined Codes.

2. In the Search Criteria section, enter criteria to identify the records to list, and then click Find. To run an advanced search, use the Advanced button.

3. In the List section, select the record being changed.

4. In the Title field, change the description as needed. You cannot change the Table Code or Code fields, since these identify the record.

5. Click OK to save the record.

Deleting a Record in a User-Defined Table

1. Select Fund Accounting > Reference Tables > Reference Tables > User Defined Codes.

2. In the Search Criteria section, enter criteria to identify the records to list, and then click Find. To run an advanced search, use the Advanced button.

3. In the page's list section, select the record to delete.

4. Click Delete.

5. Click Yes.

Caution

Do not delete a record that is being used in a Project-Defined or Vendor-Defined page, as this will result in invalid data.

Generating a Report Listing the Records in a Selected Table

1. Select Fund Accounting > Reference Tables > Reference Tables > User Defined Codes.

2. In the Search Criteria section, enter criteria to identify the records to list, and then click Find. To run an advanced search, use the Advanced button.

3. Click Print.

4. In the Print window, specify how to generate the report, and then click OK. The default file name of the report is udstable.rpt.

Fields