To create a user defined lookup type

The procedure to create a user defined lookup type is as follows:

1. Navigate to Quick Menu > System > Configuration > User Defined Lookup Type. The Lookup Type Details window is displayed.
2. Click on New Type. All fields are activated ready for data entry.
3. Enter a Description for the new user defined lookup type into the field provided. This is a free text field although the syntax must exclude special characters (? / \ # & ! ^ % £ $) 1.
4. Choose an Effective from date for this user defined lookup type i.e. the date on which it came into effect 1.
5. Choose an Effective to date if the lookup type needs to be reviewed on a specific date or to capture a change of circumstances; a blank field means the lookup type will never expire.
6. Click on Save. The new user defined lookup type is displayed in the alphabetical list.

Tip

1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all user defined lookup types.

Note

1 The Effective from date defaults to the current system date and cannot be left blank.

See related topics...

To create a user defined lookup parameter value

To create a user defined field

User defined parameters overview

System parameters overview

System preferences overview