Entering user-defined fields in cost elements
When you are working on a cost element record, you can easily make entries for any user-defined field that is set up for cost elements. The following steps assume that you have already created the cost element record for which you wish to enter user-defined field values.
To enter user-defined field values in a cost element record
From the JAMIS Administration home page > Setup tab, under Master Files, click Cost elements. Or, from the top of any JAMIS Administration screen, click Master Files > Cost Elements. The Cost Elements screen appears.
In the Filters section, enter one or more search criteria for the cost element for which you wish to enter user-defined field values. Your filter choices are: cost element table, cost element code, detailed description, status.
Click Retrieve to list cost element records that match the criteria you entered. The results appear in the bottom section of the screen.
If needed, scroll to find the cost element for which you wish to enter user-defined field values. JAMIS displays the records in ascending order by cost element table. You can sort the list differently by clicking the appropriate column heading once or twice.
Click Edit to the left of the cost element for which you wish to enter user-defined field values.
Click the User-Defined Fields button. The User-Defined Fields screen appears.
Make entries to user-defined fields as needed. Depending on the setup for a user-defined field, you may be able to enter text, enter a number including decimals, select a value from a dropdown list, click a check box on or off, or enter a date or click to the right of the field to select a date. Some fields may be required.
Click OK. The Cost Elements screen reappears. The User-Defined Fields button image changes to indicate that you have made entries to user-defined fields for this cost element.
Click Update. This step is required to commit to the database your user-defined field entries for the cost element.