Editing Built-in Tables on Kinetic

Kinetic ERP
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I have been told we want to create a table where a collection of data exists, Program ID being the Primary Key, Program Name, Program Manager, Start Date, and End Date. I completed that portion by adding UD columns to the UD01 table. I have named them program_name_c, program_manager_c, start_date_c, end_date_c and used Key01 as the Program ID.
To update the fields, I made a UBAQ to insert the data into the table. The UBAQ worked fine and the data updated with no issues.
I created a UD column for the Project Table, ProgramName_c to store the data from UD01.Key01. I created a layer in application studio and added a search only text box to query the UD01 table. When I search the table, the custom fields I created in the UD01 table are not populated with any data, though a separate BAQ indicates there is data there. When troubleshooting, I used the UBAQ to update ShortChar01, ShortChar02, Date01, and Date02 and the search function on the Project table now returns data. The problem is the column headers mean nothing to users who donā€™t know what the mapping is.

So either I have column headers that mean nothing but the data is there, or the column headers are useful, but the data doesnā€™t populate.

If you feel there is something missing, please ask and I will do my best to explain further.

22

Hi Mackenzie,

I think what John is asking, what are you trying to do from a business perspective? Try explaining again without mentioning any technical terms. No tables, fields, IDs, etc. It has something to do with Projects, we can see that, but what is the deliverable? A report that shows XXX for example.

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They want projects and product groups to be tied to a program

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And what is a Program?

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25

Is a program tied to G/L Revenue and Cost accounts?

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26

So sounds like youā€™re try link UD01 to Project table via Program_name_c column. Or are you trying to have the user select the ā€œprogramā€ and save it to the Project table?

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27

A Program is a PMI term that refers to a related group of projects that are managed synergistically. Our company wants to provide financial reporting on product sales and projects in the framework of a program and adding the table and the UDF on the Product Group and Project forms is the easiest way to write reports that bring all of the data together. Otherwise, we have to maintain a list of projects and the product groups and rewrite the report every time anything is added to the program

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Yes, I was going to have users search UD01 table for the correct program, and link the Program ID to the Project.

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Ok, so here is my next question. What is your GL structure? Are you using Standard or Extended? Do you have any Dynamic GL Segments?

I think you may want to go down a Dynamic GL Segment instead of what you have already tried.

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30

Perhaps a combo box instead? I have this booked marked on using a UD table in a combo How do you load data into a Combo Box from UD Table? - #5 by jwphillips

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Thatā€™s a very good thought, if theyā€™re tying these programs to GLs it may be the better route.

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32

High Five Pft Commenter GIF by Barstool Sports

Sorry. Iā€™m old and have had too many leaders explain how I should do thingsā€¦

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33

Although nothing wrong with having a Master Program Listing too.

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And I see I missed Markā€™s earlier question about the GL.

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Correct! But does the master list need to be anywhere other than as a GL Segment is the question?

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He said a Program is ā€œā€¦a list of Projectsā€, so I thought it might be one way to run some reporting by grouping projects and not necessarily for revenue or costs, maybe tasks, open POs, etcā€¦ :person_shrugging:

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If the common thread is a GL Control Code, then that could be used for reporting. The question is, what would the GL Control Code beā€¦?

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38

I hear yaā€™ brother and see where youā€™re going.

1 Like
39

My first inclination was a combo box. I havenā€™t looked at the link yet, but if it can display the program name and return the program ID that would be good too.

40

Have you considered using User Codes instead of a UD01 table? Then you could fill the combobox with the UserCode and bind it to a UD field on the Project/ProdGrup tables.