User Defined Tables

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Use this option to set up and maintain tables for verifying fields in userdefined vendor pages created in the Fund Accounting Profile. User-defined pages are created by your site to track vendor information not otherwise stored in the baseline PowerSchool ERP software.

If a user-defined page has any fields designated as table-verified, then you need to create the table and records to use for validation in the User Defined Tables page. For information on user-defined vendor pages, refer to the Vendor List.

Each record in a table includes three fields. The first identifies the table itself, while the other two are used for entering records consisting of a code and a description.

Menu Path:  Purchasing > Reference Tables > Reference Tables > User Defined Code

Adding a User Defined Table record

1. Select Purchasing > Reference Tables > Reference Tables > User Defined Code to display the User Defined Tables page.
2. Click Add New.
3. In the Table Information section, enter a Table Code, a Code identifying a record, and a Title.
4. Click OK to save the record.

Updating a User Defined Table record

1. Select Purchasing > Reference Tables > Reference Tables > User Defined Code to display the User Defined Tables page.
2. In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
3. Select the record you want, and then click OK.
4. Change field values as needed.
5. Click OK to save the record.

Deleting a User Defined Table record

1. Select Purchasing > Reference Tables > Reference Tables > User Defined Code to display the User Defined Tables page.
2. In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
3. Select the record to delete.
4. Click Delete.
5. In the Confirmation dialog, click Yes.

Note

You cannot delete records that are being used in existing transactions.

Generating the User Defined Table report

1. Select Purchasing > Reference Tables > Reference Tables > User Defined Code to display the User Defined Tables page.
2. In the Search Criteria section, enter criteria identifying 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 report's default file name is udstable.rpt.

Fields