[Mary Mallazzo]

Hello
We are using Key2Act as a plug in for job cost.
Does anyone know how to map the “Active User Define” fields?
They are defined as read only , so we are presuming that they need to be mapped.

Thank you

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Mary Mallazzo
Fromkin Brothers
Edison NJ
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[Samantha Higdon]

Hi ,

Assuming you mean the active user defined fields associated with Job Cost based on your question (as opposed to say service call management).  If that’s a misunderstanding, let me know.

Below is an excerpt from the Key2Act manual with instructions regarding Job Cost User Defined fields including the Active User Defined fields.

1. Choose Microsoft Dynamics GP > Tools > Setup > Job Cost > User-Defined Label Setup > Job User-Defined.
2. Label the third and fourth fields in the upper portion. The fields have attached lookup windows that open the Microsoft Dynamics GP Employee lookup list. You could label these fields to display an additional project manager, engineer, or other employee title.
3. Label the remaining fields. The format of the fields is as follows:
   • 16 text fields
   • Two currency fields
   • Two date fields
   • Two check box fields
   • Ten active user-defined fields. Active user-defined fields are customizable user-defined fields. They can be defined to return various forms of data in read-only format. Unlike other user-defined fields, users don’t enter data in active user-defined fields. You can choose which active user-defined fields are visible by marking the Visible check box next to each field. Contact Key2Act Sales for assistance with programming the active user-defined fields.
4. Choose Save.

I’m also including a link to the online manual that I referenced above.  There’s more information about user defined fields related to Job Cost on this link as well as links within the page to other areas of Key2Act in case you need those.

https://docs.key2act.io/signature2018r4/job-cost-user-guide/job-cost-setup/labeling-job-cost-user-defined-fields

Thanks,

Samantha?

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Samantha Higdon ,CPA,CGMA
Consultant
Lagom, LLC
Carmel IN
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[Mary Mallazzo]

Hi @Samantha Higdon
It is the Active User define fields we were questioning.
I will reach out to Key2Act to see how we assign fields to those fields.

Thank you.
?

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Mary Mallazzo
Fromkin Brothers
Edison NJ
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[Jo deRuiter]

Hi

Which integration program are you trying to use to ‘map’ the Active User Defined’ fields?   ?

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