UDF |
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This module allows you to maintain and use User Defined Fields. Go to Tools > Program Control > Module Setting Check the checkbox of UDF to enable it.
Login to Management Studio
To use this feature, you have to access to AutoCount Accounting Management Studio. Go to Start > All Programs > AutoCount Accounting > AutoCount Accounting Management Studio Select the account book you wish to add UDF, and login as ADMIN (only ADMIN user is allowed to access to this program)
Add/Maintain UDF
Go to Tools > User Defined Field Highlight to select a table, For example I have selected Invoice (which means Invoice Master, as opposed to Invoice Detail)
Click on Maintain Fields, Click on '+' sign to add a UDF,
Name: assign a name to this UDF, e.g. HOBBY, DOB, EDUCATION.... Caption: name of the field to be displayed on the interface. Type: There are several UDF types available: Text, Decimal, Integer, Date, Boolean, Memo, ImageLink, RichText, System. Required: check this checkbox to make input compulsory Unique: check this checkbox to prevent repetitive input value
Type = Text
Text: you may either allow a free text box or maintain a combo box; text is alpha-numeric Size: maximum length of text box is 4000 List: to adopt a combo box which was maintained by using Edit List. Edit List: click on this button, click on Add, key in List Name and strings for combo box selection.
(Note: the list can be modified at AutoCount Accounting > General Maintenance > User Defined List Maintenance.)
Then click on OK, Save. Click on drop down button to select from the list. Then OK.
Type = Decimal
Decimal means a number with decimal points. Precision: number of digits Scale: number of decimal points.
Type = Integer
Integer: means a number without decimal points.
Type = Date
Date: means a field to enter date, time, or both. Date Type: can be either Date, Time or DateTime
Type = Boolean
Boolean: means either true or false
Type = Memo
Memo: means multi-line free text (plain text)
Type = ImageLink
ImageLink: means to store the linking path to a image file.
Type = RichText
RichText: means multi-line free text (rich text)
Type = System
System: means the data will be linked to existing system master file data, such as: Item Code Item Group Item Type Debtor Code Creditor Code Account No, and etc
Copy/Paste UDF
Click on Copy UDF to copy highlighted UDF from this category/table, then you may go to another category/table and click on Paste UDF to paste the UDF.
The Effect
Go to AutoCount Accounting, login to the same account book, Try to add a new Invoice, click on User Define Field tab, the UDF is ready to use.
Note: UDF can be exported from one account book and imported to another account book. (Tools > Import/Export User Defined Field and Scripting)
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