Feature Functionality

User Defined Captions

A user defined caption (also referred to as UDC) allows you to define a custom caption for a field or item throughout your inquiry:

• Item – an individual item in any field, e.g. Period 1 can be represented with a UDC naming the specific month ‘January’.
• Field – a generic field, e.g. the Business Unit Field could be represented with a user defined caption called ‘Branch Plant’.

Once defined, a user defined caption displays everywhere in your inquiry including:

• Calculations
• Column headings
• Columns, Sorting & Grouping dialog
• Descriptions dialog
• Dynamic title selections
• Filter name
• Filter selections
• Pivot Inquiry dialog
• Time Series

The user defined captions set by default in the templates vary depending on the module. In the General Ledger templates, for example, these are the default captions:

• General Ledger (AA Ledger) = Actual
• Budget Ledger (BA Ledger) = Budget
• BU Category = BU Cat Codes
• Currency = Account Currency
• Description = Alternate Object Description
• Object Category = Object Cat Codes
• PE Code = Posting Edit Code
• Subledger Category = Subledger Cat Codes

Examples of custom User Defined Captions:

• Period 1 = name of month, e.g. January
• Period CE1 = Cumulative + name of month, e.g. Cumulative January
• Period YT1 = YT + name of month, e.g. YT January
• Year 2019 = ‘19
• Year 2022 = ‘22

Create a User Defined Caption

To create a User Defined Caption (UDC), follow the below steps.

1. On the Inquiry Objects menu, click User Defined Captions. The User Defined Captions dialog is displayed.

   

2. Click on the Items or Fields tab, depending on which you wish to create a caption for.

   

3. Click on New.
4. Enter required fields:
   1. Field – the field you wish to create a caption for.
   2. If creating a user defined caption for an item, enter the specific item by either manually typing it in or using the Visual Assist.
   3. New caption – the new caption you wish to use.

      

5. Click OK.

User Defined Captions and RIO

A user with a Configurator License can save user defined captions to RIO (Reusable Inquiry Objects) so that they can be used in other inquiries.

Any user can subscribe to user defined captions that are RIO objects.