Global Defined Fields for Vendors & Purchase Orders (GDFs)

Special globally-defined fields can be assigned in the vendor master records (MNM) or purchase orders (PPC), allowing vast customization of the information recorded for each vendor or purchase order. In this screen you manage a master list of the customized fields that will be available for use.

Adding a Global Defined Field

To add a vehicle global defined code record, do the following:

  1. Select Master > Global Data Fields > GDF Maintenance from the RTA main menu (MGM).
  2. Use the drop-down option to specify if you'd like to work with fields related to Purchase Orders or Vendors.
  3. Type a new field name in the Field Label field and press the <enter> or <tab>.
  4. Specify the field type and maximum length desired.
  5. Using the check boxes, specify whether the field is required, is to be displayed securely, and if it is to be a default field.
  6. Choose a password level required for users to edit the value of the field. 0=no password required to edit the field. 1 through 3 = level of system management password required to edit the field value.
  7. Specify whether a drop-list of specific choices is to be offered for values. If the field is to be a free-form field, then choose no. If you choose yes, then you will also need to specify the valid choices in the Drop List Values section.
  8. Click the button next to Value Color if you would like the text or background color to be different than the default colors.
  9. Save the record.

Editing a Global Defined Code

To edit a global defined code record, do the following:

  1. Select Master > Global Data Fields > GDF Maintenance from the RTA main menu (MGM).
  2. A list of existing definable fields are displayed.
  3. Select a code from the list by double-clicking on it.
  4. Make desired changes to the format of the field or disable the field.
  5. Save the record.

Assigning a Global Defined Field to a Vendor

To add a vehicle global defined for use with a vendor record, do the following:

  1. Select Master > Vendor > File Maintenance from the RTA main menu (MNM).
  2. Enter a vendor number or select one from the list by pressing <F1>.
  3. Click the GDF button on the toolbar. The GDF field window will be displayed.
  4. Click the ADD ITEM button on the toolbar.
  5. Select one of the GDF fields available, then fill in the value for the field.
  6. Continue selecting additional fields to use for this vendor, or click OK to exit.

Assigning a Global Defined Field to a Purchase Order

To add a vehicle global defined for use with a Purchase Order record, do the following:

  1. Select Parts > Purchase Orders > Create/Receive PO from the RTA main menu (PPC).
  2. Enter a purchase order number or select one from the list by pressing <F1>.
  3. Select Edit > PO from the menu. The GDF field window will be displayed.
  4. Click the ADD button on the toolbar.
  5. Select one of the GDF fields available, then fill in the value for the field.
  6. Continue selecting additional fields to use for this vendor, or click OK to exit.


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