UDF

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UDF

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)


UDF1.png


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)


UDF2.png


Click on Maintain Fields,

Click on '+' sign to add a UDF,


UDF3.png


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

UDF4.png


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.


UDF5.png

(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.

UDF6.png


Type = Decimal

UDF7.png

Decimal: number with decimal points.

Precision: number of digits

Scale: number of decimal points.


Type = Integer

UDF8.png

Date: means a field to enter date, time, or both.

Date Type: can be either Date, Time or DateTime


Type = Boolean

UDF9.png

Boolean: means either true or false


Type = Memo

UDF10.png

Memo: means multi-line free text (plain text)


Type = ImageLink

UDF11.png

ImageLink: means to store the linking path to a image file.


Type = RichText

UDF12.png

RichText: means multi-line free text (rich text)


Type = System

UDF13.png

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

UDF14.png

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, right click to customize the layout, the UDF is ready to use.


UDF15.png


UDF16.png


UDF17.png

Note: UDF can be exported from one account book and imported to another account book. (Tools > Import/Export User Defined Field and Scripting)


UDF18.png

Go to menu

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