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Help centre / Masters

Custom Data Entry

Keys rows into a table your own people defined, using the fields they defined.

1Overview #

A custom table is one your company added for something the ERP does not hold as standard - a register, a checklist, a set of codes. This screen keys rows into one of them.

What you see is decided entirely by the Custom Table Master: the fields, their types, their lengths and their order are the definition's, not this screen's.

2Who it is for #

  • Anybody keeping a register the company added for itself.

3What it is not for #

  • Changing the table - fields are added, removed and re-typed in the Custom Table Master.
  • Anything the ERP holds properly. A custom table is not a place for ledgers, products or vouchers.

4Step by step #

  1. Open the table from Masters > Custom Tables. - The address carries the table's name, so a link goes straight to one table.
  2. Key the row. - The fields, and what each takes, come from the table's definition.
  3. Save. - The row is written to the custom table itself.

5The fields #

The fields

There is no fixed list: the fields ARE the table's own columns, in the order the definition gives them.

  • Each defined field - What it means is what your company decided when the table was defined. Its type and length are enforced as you type. Varies Only this table. As set in the Custom Table Master.

6Rules and integrity #

  • The definition rules the screen - Add a field in the Custom Table Master and it appears here; change its type or length and this screen enforces the new one.
  • A field added later is empty on older rows - Nothing is filled in retrospectively - an older row simply has no value for a column that did not exist when it was written.
  • The table must be active - An inactive table is not offered for entry.

7If something does not work #

The screen opens with no fields, or says the table is unknown
Why
The address names a table that does not exist here, or the table is inactive.
What to do
Open it from Masters > Custom Tables rather than from a saved link; check the table is active.
A field you expect is missing
Why
The definition is read when the screen opens.
What to do
Press F5; if it is still missing, the field has not been added in the Custom Table Master.
A value is refused for its length or type
Why
The column's type and length come from the definition and are enforced here.
What to do
Shorten the value, or have the field widened in the Custom Table Master.
"Restricted user permission ... Object Name: ..."
Why
The custom table carries its own permission trigger, and the write was refused.
What to do
An administrator grants the right on that object in User Manager.
Rows keyed here do not appear in a report
Why
A custom table is not read by the standard reports unless a custom report was written for it.
What to do
Use the Custom Table Browser, or have a custom report written.

8For an administrator #

  • Changing a definition - Adding a field is safe; changing a field's type or length affects what is already stored. Add a new field and migrate rather than re-typing one in place.

This is the help InvoiceNET® ERP shows beside the Custom Data Entry screen. Whether you have the screen depends on the modules of your licence and the rights your administrator has given you.

See this screen for yourself

The demo is the real product, with a company of your own.

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