Administration > Maintenance > Non-Financial Lists
Non-Financial Lists give you the ability to create lists of values for data entry/selection fields within the Workplace application.
Once created, these lists can then be used in various setup areas of the application or with other modules to create restrictions for data selection in these fields or to define specific criteria where the values can be used.
The values available for Non-financial List creation will vary with WorkPlace installed modules and Interfaces.
EXAMPLES:
Non-Financial lists can be used with Routing Rules to manage work flow by values that are not related to financial factors to direct records to a specific approver.
User Defined Field TemplatesUser Defined Field Templates
By default within the WorkPlace application users are unrestricted in searches and selection of data during entry for fields with zoom or find capability. The fields available will vary with WorkPlace installed modules and Interfaces.
Non-Financial Lists can be used on User Defined Field Templates to restrict or limit users in WorkPlace to the specific values placed on the non-financial list when selecting values in the given field.
Filter TemplatesFilter Templates
Non-Financial Lists can be used on Filter Templates to
The Non-financial Lists page has two tabs:
Save
You may choose a list from the zoom window to modify an existing list, or click the New button on the document toolbar and type in up to 20 alphanumeric characters as a unique list name in the List Name field to create a new Non-financial List.
Enter up to 60 alphanumeric characters to further describe the list being created.
Select from the drop down menu the field value for the type of list you are creating. Data fields available will vary based on system configuration.
Save
Based on the List Type chosen on the list tab, all Items which are available (established in Dynamics GP or WorkPlace Maintenance) based on filter criteria and maximum records to return are visible in this box
Will reflect the type of list chosen on the List Tab; for example if Vendor was chosen as the list type the field name would be Vendor(s) starting with, if GL Account were chosen the field name would be GL Account Code(s) containing. If, desired enter the filtering criteria in this field and click the Filter button.
The system default maximum records to return will be reflected here, this number can be overridden by typing the desired number in this field. This number represents the number of records you would like returned to the Available Box field.
Once an item(s) have been selected from the Available box and the Move or Move All button has been clicked, they will be visible in this box
