UDF (User Defined Fields) are custom fields created to track information specific to certain user specific areas, such as projected figures, activities, resources, issues, or risks. For example, users can track additional activity data, such as delivery dates and purchase order numbers. Interface based configuration option has been introduced to define user defined fields for POS transactions as well as item creation / modification windows in Ginesys Back Office. The configuration option is head office driven. Users can select appropriate module name, appearance section and create different user defined fields. The UDFs created for POS stores can be allocated to stores using an allocation mechanism.
Using the User Defined Fields module, you can add UDF fields for both HO and POS. The table below shows the available options:
| HO UDF Availability | POS UDF Availability | Figure |
|---|
- Bin Adjustment
- Bin Master
- Bundle/Production/Split
- Delivery Challan
- Financial Journals
- Financial Vouchers
- Gate Entry
- Goods Receive Entry
- Goods Return Challan
- Item Master
- Item Sets
- Job Order Cancel
- Job Receipt
- Logistic
- Master Plan
- Miscellaneous Entry
- Production Cost Sheet
- Production Job Order
- Production Debit Note/ Credit Note
- Purchase Invoice
- Purchase Order
- Purchase Order Cancel
- Purchase Return
- Put away
- Requisition
- Retail Sale(primary)
- Retail Sale(Secondary)
- Sales Debit Note / Credit Note
- Sales Invoice / Transfer Out
- Sales Order Cancel
- Sales Return / Transfer In
- Sales Service Invoice
- Sales / Transfer order
- Service Invoice
- Service Order
- Site Stock transfer
- Stock Point Transfer
- Take Away
- Service Debit Note
- Site Master
- WIP Clearance
- WIP Material Transaction
- Working Plan
| - POS: Deposit Refund Bill
- POS: Gift Voucher Issue
- POS: Goods Return
- POS: POS Bill
- POS: POS Order
| |
...
| Expand |
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| Warning |
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| Allocation can only be done for the Is POS enabled UDFs. |
Pre-requisites- The users' role must have access to the User Defined Fields (UDF) feature in Admin - Utilities - Manage through Roles in Ginesys Web - Admin - Security.
- The UDF to be allocated must be present.
Steps-by-guide- Go to Ginesys Web - Admin - Utilities - User Defined Fields (UDF). This opens the User Defined Fields module.
 Select a Module and Area from their respective drop-downs. The available UDFs will be displayed in the grid. | Warning |
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The values of these two fields must be same as that of the UDF you want to allocate. |
- Select the UDF you want to allocate and click on the Allocate button. The Site wise UDF allocation window appears.
 - Select the site you want to allocate the UDF to from the Available Sites section and click on the right arrow
 button. The selected sites will be displayed in the Assigned Sites section.
- Click on the Save Allocation button.
- Sync HO and POS.
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To go back to the main page click on How To: Manage Utilities on Managing Utilities tab in Ginesys HO ERP Admin Module
