Editing User Defined Fields

To edit an existing User Defined Field for a selected document type:

1.      Do the following:

• open User Defined Data Maintenance; then

• select the required document type (e.g. Sales Order);

as described in Accessing User Defined Data Maintenance.

2.      Click to highlight the User Defined Field (in the top-right area) you wish to edit (or delete), then click Amend:

3.      Edit fields as required. For details see Creating User Defined Fields.

To edit/delete lookup menu values created for this User Defined Field, click the more... hyperlink to the right of the Analysis Fields header. For further details see Updating User Defined Lookup Menu Values.

4.      When you have finished, click Save to save the new User Defined Field (and any lookup menu values you have edited):

Note: To 'lose' (i.e. not save) any changes and return to Enquiry mode, click Enquiry.

NEXT: Deleting User Defined Fields