Defined Windows Selector Page
The Fund Accounting Profile's Vendor Windows option allows setting up user-defined pages to record additional information about vendors. You can use the Defined Windows selector to access these pages while adding and changing records in the Vendor Information page.
Menu Path: Fund Accounting > Reference Tables > Reference Tables > Vendor List > search for and select a vendor > click Defined Windows on the Action Bar
Types of User-Defined Vendor Pages
The system allows the following types of user-defined vendor pages:
Required Pages | Must be completed when you are adding or changing vendor records. These pages display automatically after you complete your entries in the Vendor Information page. You can also display required pages by using the Defined Windows selector when you are updating an existing vendor record by clicking Defined Windows on the Action Bar. |
Non-Required Pages | Do not have to be completed. After you add or change a vendor record and complete the required user-defined pages (if any), the system prompts if you want to update any non-required pages. If yes, you can select the pages in the Defined Windows selector. You can also display the selector at any time while updating a record by clicking Defined Windows on the Action Bar. |
Entering Data in User-Defined Pages
Following are some of the points to consider when entering data in user-defined pages:
- Some fields in a user-defined page may be required. However, the titles of these fields may not have asterisks to indicate this. The asterisks only appear if the person who created the page included them after the field's title. In any case, the system does not allow you to exit a page until you complete its required fields.
- The fields that display on the right-hand side of a page are table-verified, indicating that the system checks the entries in these fields against a user-defined table. To select a code from the relevant table, use the field's Lookup button.
- User-defined pages may include fields that only accept specific data based on how the page was set up. The entries allowed by the system sometimes appear in a help message.
- As in standard pages, the system only accepts the type of data defined for a field. For example, a field defined for numeric data only accepts numbers.
Updating a user-defined vendor page
Select Fund Accounting > Reference Tables > Reference Tables > Vendor List to display the Vendor Information page.
In the Search Criteria section, enter criteria to identify the records to list, and then click Find. To run the advanced search, use the Advanced button.
In the List section, select a vendor.
Click Defined Windows to display the Defined Windows Selector Page. The page lists all user-defined vendor pages in your system, both required and non-required.
Select the page you want to update, and then click OK to display it.
In the user-defined page, add, change, or delete data in the desired fields.
Click OK to save the record.