Modify a Custom Code Table

You can modify your custom, user-defined code tables as needed. You can:

• Change the title of a table and other information about the table.
• Delete a custom table that is no longer needed.
• Modify the codes and their descriptions.

To Modify a Custom Code Table

1. Select Setup > System > Enterprise Setup. The Enterprise Setup page opens.
2. Click the User-Defined Code Table Titles tab. All the user-defined code tables are displayed.
3. Click the + sign next to the title of the code table you want to modify (or highlight the title and click More.). The User Defined Table Title dialog box opens.
   1. Modify the Title and related fields as needed.
   2. Click OK.
4. When you are finished, click Apply to save your changes and remain on the Enterprise Setup page, or click OK to save your changes and close the Enterprise Setup page.

To Delete a Custom Code Table

1. Select Setup > System > Enterprise Setup . The Enterprise Setup page opens.
2. Click the User-Defined Code Table Titles tab. All the user-defined code tables are displayed.
3. Highlight the code table and click Delete. The system prompts you to confirm the deletion. Click Yes to delete the code table. Click No if you do not want to delete the table.

Note: If codes have been defined for the table, the system displays a message that you must delete the codes before you can delete the table. See To Delete Codes from a Code Table.

4. When you are finished, click Apply to save your changes and remain on the Enterprise Setup page, or click OK to save your changes and close the Enterprise Setup page.

To Modify Codes in a Custom Code Table

1. Log onto the company you want to work with.
2. Select Setup > Employees or Training > User-Defined. The User-Defined Codes page opens.
3. From the Rule Type drop-down list, select the code table.
4. You can add or modify codes in the table.
   • To add a code, click Add. The User-Defined Codes Detail page opens. Add the code and click OK.
   • To modify a code, click the + sign next to the code you want to modify (or highlight the code and click More.). Make your changes and click OK.
   • To delete a code, highlight the code and click Delete. The system prompts you to confirm the deletion. Click Yes to delete the code. Click No if you do not want to delete the code.
5. When you are finished, click the Close button.

Published: May 17, 2017
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