Skip to content
English
Sign in
  • There are no suggestions because the search field is empty.

Custom code lists page

Get to know the custom code lists page from top to bottom.

Steps: 

  1. Navigate to SET UP FILES > Custom Codes > Custom Code Lists. Alternatively, you can also access Custom Code Lists directly from the Custom Code Labels page. 
  2. The following filters, buttons, and hyperlinks are available on this page.
    Maria Large Knowledge Base Template -Jun-13-2023-08-25-37-1246-PM
Filters Description
Transaction Type Select a transaction type. This list includes all of the master data records where you can create an agency-defined field.
Label  Select an industry. 
Level Select a level. Choose from 1 to 5.  The number corresponds to the Custom Code Label number. 
Code  Enter a code. 
Name Enter a name. 
Show Inactive Click to show inactive transactions.

 

Buttons  Description 
Create a new custom code list entry Click to create a new custom code list. 
Delete  Click to delete a custom code list. 
Clear Filters  Clears the information placed in the filters.

 

Hyperlinks Description
List Export Export or download the custom code list as an Excel file. 
Import Import a custom code list Excel file
Custom Code Labels  Takes you to the custom code label page. 
Transaction Type  Click to drill down and view the custom code list entry.