Use this screen to customize labels for the user-defined fields for accounts. User-defined labels help you to enter and track more information about your accounts. These labels are optional, but if there is additional information you want to capture about an account, you can set up labels in this screen. Use this screen when you initialize Costpoint to set up validated text and labels so that you can control what is entered on the Manage Account User-Defined Information screen. After initialization, you can use it whenever account user-defined labels need to be added or changed.
Validated text labels enable you to use Lookup. You can create validated text labels in either of the following ways:
Select the Validated Text check box and use the Validated Text subtask to customize the information that displays when you click 
on the Manage Account User-Defined Information screen.
Clear the Validated Text check box and click in the Costpoint Validation Field column to select the Costpoint data table column used for Lookup on the Manage Account User-Defined Information screen.
Enter the sequence in which you want the labels to display on the Manage Account User-Defined Information screen. Two rows cannot have the same sequence number. Costpoint increments sequence numbers for new rows by 10, to accommodate insertion of additional rows at a later time.
Use this drop-down list to select the data type for the user-defined label. Valid options are:
Text — Select this setting to allow entry of any alphanumeric text. If you select the Validated Text option for this row, this is the only data type available.
Number — Select this setting to restrict entries to numbers.
Date — Select this setting to restrict entries to dates.
Enter a user-defined label. This label displays on the Manage Account User-Defined Information screen, where you can assign the associated values for your accounts.
Enter a short description for the label. The help description displays at the bottom of the Manage Account User-Defined Information screen when you enter data.
Click to select a column of an existing data table. The items in this column of the table window are used as a Lookup source on the Manage Account User-Defined Information screen. If you make an entry in this field for a row, you cannot select the Validated Text check box for that row.
Select this check box if entries made for this label will be restricted to specific text values. Use the Validated Text subtask to specify the valid entries for the label. If you select this check box for a row, you cannot make an entry in Costpoint Validation Field for that row. Highlight the row for which you want to enter valid entries and click Validated Text to display the Validated Text subtask.
Select this check box if you want this user-defined label to be a required field on the Manage Account User-Defined Information screen.
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Subtask |
Description |
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Validated Text |
Select the label row and click this link to display the Validated Text subtask. |