User Defined Attributes

The User Defined Attributes screen lets a user create customized values that can be associated with other entities, currently the Company, Locations, and Vendors. This data can be used to facilitate more robust and flexible integration with internal systems like Connex as well as external systems such as proprietary payroll or accounting systems.

Under the Corporate menu, click User Defined Attributes.
Click the Plus (Add) icon to create a new entry, or click on the appropriate row to modify an existing one.
Enter a Code and Description for the attribute.
Select the appropriate Data Type; options include 'Character', 'Date', 'Number' or 'Secret'. {Note}: If labeled "Secret", only authorized users can edit the Value field for these entries in the Location, Company, or Vendor detail screens.
Choose whether this Type is to be associated with a 'Location' the 'Company', or a 'Vendor'.
From the Group drop-down, select 'USERDEFINED'. {Note}: When filtering the screen using the drop-down at the upper left, other options represent specific external systems; entries for these groups will be populated by Crunchtime.
Choose whether this entry is Required ('Y' or 'N') in the Location, Company, or Vendor setup screen.
When ready, click the Disk (Save) icon to save your changes.
To download and print these settings, click the Printer (Export) icon and select the desired options.
When finished, click the X (Close) icon to return to the summary screen.
If necessary, you can click on a new User Defined Attribute row and click the Trash Can (Delete) icon to remove it.
When finished, click the Home (Dashboard) icon to exit the screen.