TD Tutorial: Add a Category to Customers Table

This example shows the steps required to add a new category field to the Customer table. The field in this example is called Category 3.

1) Open Table Designer, then add a custom table with fields to store the Category codes and descriptions.

Navigator > Setup > Table Designer > Table Designer > Fields tab

Add the following fields to your new Custom Table.

Note: You will need to type in the Domain name Z_ARCategory3Code. as it will not be in the drop-down list. When you are adding a new field, you need a unique domain name starting with Z_, to allow the field in the custom table to be set as a Lookup field. You can later add this field to other tables, by selecting this domain name.

2) Add an index to the table.

Navigator > Setup > Table Designer > Table Designer > Keys tab

3) Save the table as ARCAT3.ADB. The table will be registered in the Table Register automatically on save.

4) To create a grid based maintenance form add a shortcut to the Navigator:

Navigator > Setup > Table Designer > Table Register > Add Form To Navigator button > Script Shortcut Editor will open.

Save the shortcut. You will now have a new shortcut: Navigator > Maintain > Accounts Receivable > Categories 3.

5) To maintain new categories go to Navigator > Maintain > Accounts Receivable > Categories 3.

• Add one or more Category codes and descriptions.

6) To add the Category 3 Code field to an existing table, open Table Designer, then load the Customer table.

Navigator > Setup > Table Designer > Table Designer > Fields tab > Load

• Select Files of Type: Accredo Files (*.pdb)
• Select the table to add to, for example, ARCUST.PDB file > Open

Note: Changes to the Customer table require exclusive access. Backup before making changes to Accredo files.

7) Add the new category to your customer table as a custom field, go to the end of the field list (Ctrl + End), press the down arrow key to add a new line:

8) Add a custom index to the table on the category from Navigator > Setup > Table Designer > Table Designer > Keys tab.

• Go to the end of the Keys list (Ctrl + End), arrow down to add a new line:

9) Save changes to ARCUST.PDB (requires exclusive access). Close Table Designer.

10) Open AR Customer Maintenance to set Category 3 codes for customers: Navigator > Maintain > Accounts Receivable > Customers > Custom tab.

• Category 3 appears with a Lookup control.

11) Category 3 on Customers can be:

• Scripted at form and data level.
• Filtered on.
• Sorted by.
• Included on customer report layouts.
• Included on document designs and custom reports.
• Included in Sales analysis and Job analysis report definitions.