But what happens if your tracking and reporting needs change over time? That’s where User-Defined Fields (UDFs) can help. Let’s take a look.
What is a User-Defined Field?
You can create UDFs without the need for custom development, technical support, or modifying the database. Plus, the data you enter in your UDFs can be configured to carry through to your reports, orders, and invoices.
The Customization You Need
For example, you can create a UDF that stores and tracks a customer’s reward level based on dollars spent. That UDF can be set up to flow into in the Sales Order Invoice to adjust for special pricing or shipping discounts.
Keeps Your Chart of Accounts Clean
Using “disposable” UDFs can keep your chart of accounts from growing unnecessarily large, complex, and messy.
How to Create a User-Defined Field
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- Expand Custom Office and Main. Double-click User-Defined Field and Table Maintenance.
- Expand the module folder.
- Select the table (entity), and click the Edit Fields button.
- Click the Add button.
- In the Add Field window, enter the field name and description.
- Select an object type, and specify the UDF attributes.
- Click the Validation tab and enter data validation types, if desired. Click OK.
- In the User-Defined Fields window, click OK.
That’s It - you've successfully created a new UDF!
Contact a Sage Partner to learn about working with user-defined fields or if you need help adding UDFs to a Crystal Report.