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Extend Accredo Tables

You can extend Accredo tables by adding custom fields, indexes and tabs, using Table Designer. Lookup and Description fields can be defined for custom tables, for example, additional categories can be created and added to customers, or extra fields added to invoice and order lines.

Fields added can be customised into grids and report layouts. They will appear on a Custom tab on Maintenance forms, documents and transactions. Right-click on a Custom tab to Customise the tab layout. You can also right-click to Import or Export the tab layout.

Custom fields can be saved in template files (.xml), and imported into another table using the Table Designer UpgradeTable Upgrade (Alt+U) button. We recommend designing table extensions in a test System. See Upgrade Tables Using Templates for more information. Tables that can be extended are shown in the list of Table Objects, see Automated Table Objects.

Constraints on extending Accredo tables:

To allow users to open custom tables, create a shortcut in the navigator. Go to Navigator > Setup > Table Designer > Table Register > ScriptAddShortcut Add Form To Navigator button. Once a navigator shortcut is saved, you can open the custom table from Lookup controls relating to the table.

See also TD Tutorial: Add a Category to Customers Table.

Content of Custom fields which match on Name and Domain information, is copied during the following events:

From file

To file

Event

OEHEAD

INHEAD

Generate Invoice

OELINE

INLINE

ICPEND

Generate Invoice

Save Unprocessed Order

OESHIPLI

INSHIPLI

Generate Invoice

INHEAD

ARTRAN

Post Invoice

INLINE

ICTRAN and/or JCTRAN

ICPEND and/or JCPEND

Post Invoice

Save Unposted Invoice

POHEAD

APSHIP

Create Shipment

POLINE

APLINE

ICPEND and/or JCPEND

Create Shipment or Add Order Lines to Shipment

Save Unprocessed Purchase Order

APSHIP

APTRAN

Post Invoice

APLINE

ICTRAN and/or JCTRAN

ICPEND and/or JCPEND

Post Receipt

Save Unposted Shipment

JCLINE

ICTRAN and/or JCTRAN

ICPEND and/or JCPEND

Post Batch

Save Unposted Batch

JCTRAN

INLINE

Generate Invoice

JCESTI

JCLINE

Estimates to Actuals

ICLINE

ICTRAN

ICPEND

Post Transfer

Save Unposted Transfer

ICPART

ICMFLINE

Enter Manufacture Batch

ICMFLINE

ICTRAN

ICPEND

Post Manufacture Batch

Save Unposted Manufacture Batch

ICADLINE

ICTRAN

ICPEND

Post Adjustment Batch

Save Unposted Adjustment Batch

ICRTLINE

ICTRAN

ICPEND

Post Receipt Batch

Save Unposted Receipt Batch

CBSTMTLN

CBTRAN

Close / Reopen Bank Statement

In This Section

TD Tutorial: Add a Category to Customers Table

TD Tutorial: Create a Yes / No table available to other tables

Upgrade Tables Using Templates

Custom Tab

See Also

Table Designer

Book Contents

Book Index