UDF: Difference between revisions
No edit summary |
No edit summary |
||
| (4 intermediate revisions by one other user not shown) | |||
| Line 89: | Line 89: | ||
'''<span style=color:red>Type = Integer</span>''' |
'''<span style=color:red>Type = Integer</span>''' |
||
[[File:UDF8.png]] |
[[File:UDF8.png]] |
||
'''Date:''' means a field to enter date, time, or both. |
'''Date:''' means a field to enter date, time, or both. |
||
| Line 100: | Line 98: | ||
'''<span style=color:red>Type = Boolean</span>''' |
'''<span style=color:red>Type = Boolean</span>''' |
||
[[File:UDF9.png]] |
[[File:UDF9.png]] |
||
| Line 108: | Line 105: | ||
'''<span style=color:red>Type = Memo</span>''' |
'''<span style=color:red>Type = Memo</span>''' |
||
[[File:UDF10.png]] |
[[File:UDF10.png]] |
||
| Line 116: | Line 112: | ||
'''<span style=color:red>Type = ImageLink</span>''' |
'''<span style=color:red>Type = ImageLink</span>''' |
||
[[File:UDF11.png]] |
[[File:UDF11.png]] |
||
| Line 125: | Line 120: | ||
'''<span style=color:red>Type = RichText</span>''' |
'''<span style=color:red>Type = RichText</span>''' |
||
| ⚫ | |||
'''RichText:''' means multi-line free text (rich text) |
|||
| ⚫ | |||
| ⚫ | |||
| ⚫ | |||
[[File:UDF13.png]] |
|||
'''System:''' means the data will be linked to existing system master file data, such as: |
'''System:''' means the data will be linked to existing system master file data, such as: |
||
| Line 147: | Line 145: | ||
'''<span style=color:red>Copy/Paste UDF</span>''' |
'''<span style=color:red>Copy/Paste UDF</span>''' |
||
[[File:UDF14.png]] |
|||
Click on ''<span style=color:red>Copy UDF</span>'' to copy highlighted UDF from this category/table, then you may go to another category/table and click on ''<span style=color:red>Paste UDF</span>'' to paste the UDF. |
|||
'''<span style=color:red>The Effect</span>''' |
|||
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. |
|||
[[File:UDF15.png]] |
|||
[[File:UDF16.png]] |
|||
[[File:UDF17.png]] |
|||
'''Note:''' UDF can be exported from one account book and imported to another account book. (''<span style=color:red>Tools > Import/Export User Defined Field and Scripting</span>'') |
|||
[[File:UDF18.png]] |
|||
[[Category:Users]] |
|||
{{NavigateForUser}} |
|||
Latest revision as of 02:01, 22 February 2019
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)
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: number with decimal points.
Precision: number of digits
Scale: number of decimal points.
Type = Integer
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, right click to customize the layout, 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)
|
AutoCount Accounting 2.0 & 2.1
|
|
AutoCount Accounting 1.8 / 1.9
|
|
AutoCount Payroll
|
|
AutoCount POS
|
|
AutoCount On The Go
|
|
AutoCount Accounting Plug-In Documentations
|