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UDF

This module allows you to maintain and use User Defined Fields.

First, go to Tools > Next, go to Program Control >Then, click on Module Setting

Last, 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.

First, go to Start > Next, click on All Programs > After that, click on AutoCount Accounting >Then, click AutoCount Accounting Management Studio

And last, select the account book you wish to add UDF and log in as ADMIN (only ADMIN user is allowed to access to this program)

UDF1.png

Add/Maintain UDF

First, go to Tools > Then, go to User Defined Field

Next, Highlight to select a table,

For example, I have selected Invoice (which means Invoice Master, as opposed to Invoice Detail)

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Now, click on Maintain Fields,

Then, click on the ‘+’ sign to add a UDF,

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Name: assign a name to this UDF, e.g. HOBBY, DOB, EDUCATION….
Caption: the 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; the text is alpha-numeric
Size: maximum length of the 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.

After that, click on the 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 the date, time, or both.
Date Type: can be either Date, Time, or DateTime
Type = Boolean

UDF9.png

Boolean: it means either true or false
Type = Memo

UDF10.png

Memo: it means multi-line free text (plain text)
Type = ImageLink

UDF11.png

ImageLink: it means to store the linking path to an image file.
Type = RichText

UDF12.png

RichText: it means multi-line free text (rich text)
Type = System

UDF13.png

System: it 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

Now, 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

First, go to AutoCount Accounting, login to the same account book,

After that, try to add a new Invoice, right-click to customize the layout, the UDF is ready to use.

UDF15.png

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

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