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Administrator Module

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Edit Account Field

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The Edit Account Field page contains a series of inputs defining the properties of a particular account feild.

Name

The name of the field. This appears on the create account and search account pages.

Length

The length of the field as it is displayed in webTA. Other properties may cause a different length to be sent to NFC.

Field Type

The structural field's type. There are six different types:

  • Fiscal year field - The fiscal year field contains the fiscal year information that is placed at the beginning of each account. The fiscal year is determined while building the T&A data. The value for this field can not be entered during account creation process. There can only be one fiscal year field per account structure.
  • Fixed field - Fixed type fields always contains the value specified in the "Fixed/Default" property of the field. These fields are read only when creating the account.
  • Key field - A field can be set as key field that will contain a substitute value for a value combination of other fields indicates as key value fields. The key fields contain a default value that acts as a place holder. This value is replaced by an actual key value for the combination of key value field values. The value for this field can not be entered through the interface but is auto generated.
  • Key value field - A field can be set as a key value field where the value be part of the key generated for the account. The key value fields are not be transmitted and the key generated for the value is transmitted instead.
  • Value field - This is a regular field for which a value must be entered on the account creation wizard.
  • Timesheet Entry field - The timesheet entry fields indicate that the value of the field will be stored in the account but is not entered on the account creation wizard but is added to the account when an account is selected for the timesheet. The value for this field is entered at that time and then added to the selected account. These fields are hidden on the account creation wizard.

Entry Type

  • Required - A required field must contain a value and that value must be exactly the length specified above. This is usually enforced at account creation time.
  • Optional - An optional field my contain no value or a value with a length exactly equal to the length specified above. Also, optional field must appear at the end of the structure.

Format Type

This indicates how the field value will be entered/selected on the account creation wizard.
  • Free form: User will enter the value for the field in a text box.
  • Drop down: User will select a value from a drop down select box of valid/available values.
  • Hidden: This field is hidden on the account creation wizard and value for this field can not be entered on the account creation wizard.
  • Searchable: This field maps to a lookup table which contains the valid/available values for this field. This table can be searched and value can be selected from there.

Fixed/Default

This property is required for fields of type "Fiscal year field" or "Fixed field" and its value must be the length sepecified above.

A fixed/default value may also be specified for optional fields. In this case the fixed/default is added to the account if an account creator does not explicitly set a value for the field during account creation.

Whenever an account is prepared for transmission to NFC, all underscore characters (_) are replaced with spaces.

In the case of "Fiscal year field" type fields the Fixed/Default value is a template for the fiscal year portion of an account. In this template one to four consecutive asterisks (*) may used to specify how the fiscal year portion of the account will appear. For example a fiscal year template of "G**" will generate "G05" when used for fiscal year 2005. The templates are applied at build time and the "Fiscal year" of an account appears in the build file sent to NFC.

The following is a list of how the different templates will appear in Fiscal year field for the fiscal year 2001:

  • * -- will appear as "1".
  • ** -- will appear as "01".
  • *** -- will appear as "001".
  • **** -- will appear as "2001".

Transmission Type

Specifies how the field appears when an account of this structure is transmitted to NFC.

  • Send entire field - This options causes the entire field values to be sent.
  • Substring - This option causes a substring of the field's value to be sent during transmission. When this option is selected the substring boundries must be specified in the input areas to the side. These boundries are the positions of the first and last characters in the field. The position are inclusive and start with one. e.g. If a field of length six is of transmission type substring with a start and end posision of one and four. The field value ABCDEF would be sent as ABCD.
  • Arbitrary - Causes a non-related value to be sent to NFC for a certain display value of this field. The display value of refers to the value of the field that is shown in webTA. This display/transmit values mapping is done on the Edit Account Field Values page. The length of the transmitted value is specified by the "XMIT Length" property below.
  • Do not transmit - Causes the field to no be transmitted at all. A field of this type leaves no empty space in the transmitted version of the account.

XMIT Length

Specifies the transmission length of the field. This property is only editable is the transmission type is set to "Arbitrary".

Validate field

This flag indicates if the field value is to be validated against the lookup table that stores the possible valid/ available values for the field. The drop down format automatically selects the valid/available values from the lookup table but free form format values can be explicitly validated by setting this flag for the field.

Save

Saves the account field to the working copy of the account structe. This does not cause the field to be saved directly to the data base.

Cancel

Retrun to the Edit Account Structure page.

 
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