Vendor Windows Item

Use this Action Bar item in the Fund Accounting Profile page to set up pages for recording user-defined vendor information beyond what is tracked in a standard Vendor List record. You can define the following aspects of the pages:

Page title and field names.
Format and validation for fields.
Data entry requirements for the page and each of its fields.

Menu Path: System Administration > Administration > Profiles > Fund Accounting Profile > click Vendor Windows

Action Bar Items

The following items display on the Action Bar when you access the page's tabs:

Help Text	Enables you to define a help message for a user-defined field. Access the field's row in the Non-Verified or Table-Verified tab, click Help Text, enter the message in the window that displays using up to 55 characters, and then click OK.
Validate Text	Enables you to define valid entries for a user-defined field. Access the field's row in the Non-Verified or Table-Verified tab, click Validate Text, enter the values in the window that displays using up to 40 characters, and then click OK. For additional details, refer to the Validated field in the Fields section below.

Add a User-Defined Vendor Page

Select System Administration > Administration > Profiles > Fund Accounting Profile, and then click Vendor Windows to display the Vendor Defined Windows page.
Click the action bar's Add New.
Complete the header section, and then click OK.
In the Non-Verified tab, set up the page's non-verified fields. You can add up to 10 fields. Each row in the tab represents a field in the page you are creating.
- To define a help message for a field, use the Action Bar's Help Text item.
- To define valid entries for a field, use the Action Bar's Validate Text item.
- To include a blank field between two data-entry fields, leave the appropriate row blank.
Click OK.
Use the Table-Verified tab to set up vendor page fields that require values from Fund Accounting's User-Defined Codes table. You can define up to 10 fields, including non-verified fields.
- To define table-verified vendor page fields, the appropriate codes must be set up in the User-Defined Codes table.
- To define a help message for a field, use the Action Bar's Help Text item.
- To define valid entries for a field, use the Action Bar's Validate Text item.
- To include a blank field between two data-entry fields in the user-defined page, leave the appropriate row blank.
Click OK.
Use the Comment Labels section to enter field labels for the two free-text fields at the bottom of each user-defined page.
To define a help message for a comment field, use the Help Text item while you are accessing the appropriate field label.
Click OK to save the record.

Fields

The Vendor Defined Windows page has a detail section comprised of four parts: header section, Non-Verified tab, Table-Verified tab, and Comment Labels section. Following are descriptions of each section's fields.

Header Section

Use these fields to define general information for the user-defined page:

Field	Description
Page	Unique page number identifying this user-defined page.
Title	Title of the user-defined page. This entry displays in the page’s title bar when accessed through the Vendor List. Character/45
Required	Checkbox determining whether the page requires input when adding a record to the database. Select the box if the page is required. Otherwise, leave the field blank.
PowerSchool ERP Defined	Checkbox determining whether the page was defined by PowerSchool to meet your data entry needs. Select the checkbox if this page was defined by PowerSchool. Otherwise, leave it blank.

Non-Verified Tab

Use this tab to set up fields that are not table-verified. You can add up to 10 fields. To include a blank field between two data-entry fields in the user-defined page, leave the appropriate row blank.

Field	Description
Label	Field title as it should appear in the user-defined page. Character/14
Type	Setting indicating the type of data that can be entered in the field in the user-defined page. Select: D - Date N - Numeric C - Character
Required	Setting indicating whether the field being added is required. Select: Y - Yes - If the field requires an entry. N - No - If the field is optional.
Help	Display-only field indicating whether a help message was added for the user-defined field. H - Yes displays here if a help message was set up. Otherwise, this field is blank. The help message provides text at the bottom of the user-defined page instructing the user on what to enter in a given field. To assign help text, access the appropriate row, click the Action Bar's Help Text item, enter the help message, and then click OK. Character/55
Validated	Display-only field indicating whether validation values have been specified for the user-defined field. V - Yes displays here if values were set up. Otherwise, this field is blank. Validation values identify the specific entries accepted in the field in the user-defined page. To set up the entries, access the appropriate row, click the Action Bar's Validate Text item, enter the values, and then click OK. Character/40 When setting up the validation values, use commas to begin and end the entry and to separate the values. For example, if you are defining values for a field labeled Contract Months, you might enter September, October, November, and December as follows:,9,10,11,12,
Default	Value to default to the field in the user-defined page. For example, if this is a field for State, you can enter the state abbreviation you use most. The value can be changed in the vendor page, if necessary. Character/20

Table-Verified Tab

Use this tab to set up fields that are verified against Fund Accounting’s User-Defined Codes table. You can add up to 10 fields, including both table-verified and non-verified fields. To include a blank field between two data-entry fields in the vendor page, leave the appropriate row blank.

Field	Description
Label	Field title, as it should appear in the vendor page. Character/14
Table	Code identifying the User-Defined Codes table for validating entries in the user-defined field. If this is a non-verified field, leave the Table field blank. Character/2 Table-verified fields are required during data entry. To set up user-defined verification tables, use the following option: Fund Accounting > Reference Tables > Reference Tables > User Defined Codes.
Type	Setting indicating the type of data that can be entered in the field in the user-defined page. Select: D - Date N - Numeric C - Character
Help	Display-only field indicating whether a help message was added for the user-defined field. H - Yes displays here if a help message was set up. Otherwise, this field is blank. The help message provides text at the bottom of the user-defined page instructing the user on what to enter in a given field. To assign help text, access the appropriate row, click the Action Bar's Help Text item, enter the help message, and then click OK. Character/55
Validated	Display-only field indicating whether validation values have been specified for the user-defined field. V - Yes displays here if values were set up. Otherwise, this field is blank. Validation values identify the specific entries accepted in the field in the user-defined page. To set up the entries, access the appropriate row, click the Action Bar's Validate Text item, enter the values, and then click OK. Character/40 When setting up the validation values, use commas to begin and end the entry and to separate the values. For example, if you are defining values for a field labeled Contract Months, you might enter September, October, November, and December as follows:,9,10,11,12,
Default	Value to default to the field in the user-defined page. For example, if this is a field for State, you can enter the state abbreviation you use most. The value can be changed in the vendor page, if necessary. Character/20

Comment Labels Section

Use the following untitled fields to set up two text fields for the bottom of the user-defined page:

Field

Description

Label

Title of the comment field. Character/40

Help

Display-only field indicating whether a help message was added for the comment field. H (for Help) displays here if a help message was added. Otherwise, the field is blank.

The help message provides text at the bottom of the user-defined page instructing the user on what to enter in a given field. To assign help text, access the appropriate Label field, click the Action Bar's Help Text item, enter the help message, and then click OK. Character/55