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How do I store additional information that needs to be kept and maintained?

It doesn’t matter what system you’re using there is always additional information that needs to be kept and maintained. It may be the industry you’re in or the way your company operates, but there is always something extra to record. With Triumph’s User Defined Column functionality, it will provide you with the ideal place to easily store all this extra information. User defined columns can be defined on master records such as Stock, Jobs, Quotes, Debtors, Creditors, and Fixed Assets. As well as the following transactions; Sales Orders, Purchase Orders, Purchase Requisitions and Point of Sale.

To create user defined columns for any of the above, go to menu option User Defined Column Set Up {S – U – U} and select the appropriate Module, e.g. Inventory. Note that this is a single user operation/option.

UDC1

You can then select up to 10 x text columns, 10 x checkbox columns, 10 x number columns, 6 x date columns and 1 x notes column.

Select from the predefined columns on the left, then customise the appearance and behaviour of your selected column on the right. Change its label, status help, size, default value, if its required, caps-locked and more.

There are also some advanced options that can be set such as the display mask, validation table lookup, and eCommerce enabled. You can also set the label name for the tab where the user defined columns will be displayed, e.g. “Extra Details”.

Refer to Triumph’s Help for a detailed explanation on how to set advanced and other options.

When ready click Save to update the system with your user defined column definition. If you go to the corresponding maintenance option, e.g.  Stock Item Maintenance {I – F – A}, you will see your user defined columns on their own tab.


Additional things you should know about user defined columns:

  1. They can be added to lookups and used to filter/search for records.
  2. They can be printed on custom forms and reports.
  3. They can be imported like other import fields.
  4. Transaction based columns can inherit their value from their corresponding master file, e.g. debtor to sales order or creditor to purchase order.

 

It doesn’t matter what system you’re using there is always additional information that needs to be kept and maintained. It may be the industry you’re in or the way your company operates, but there is always something extra to record. With Triumph’s User Defined Column functionality, it will provide you with the ideal place to easily store all this extra information.

User defined columns can be defined on master records such as Stock, Jobs, Quotes, Debtors, Creditors, and Fixed Assets. As well as the following transactions; Sales Orders, Purchase Orders, Purchase Requisitions and Point of Sale