Creating, editing and deleting Extra Lists

In AE / AO, you may wish to add or delete extra lists or change the data type, settings or values that apply to an existing extra list.

Rules:

(AE or AO New Zealand) If you are integrated with AO Classic, any existing extra list entries are those that have been converted. For these converted extra list entries, you cannot:

change the Allow multiple status
add a new value
delete a value
change the data type.

Any pre-defined values cannot be changed. You can however enter addition extra lists but these will not be synchronised with AO Classic.

To create and edit extra lists

Select Maintenance > Maintenance Map > User defined > Extra Lists. The Maintenance — Extra Lists page opens.
Enter the list name in the List Field in the first blank row at the top of the table. Edit the List Field name if necessary.
(AE) Select the checkbox in the Assignment column if you want to make the Extra List available on the Assignment Details page > Extra tab. Deselect the checkbox to remove the Extra List from the page.
Select the checkbox in the Contact column if you want to make the Extra List available on the Contact page > Extra tab. Deselect the checkbox to remove the Extra List from the page.
Select the checkbox in the Employee column if you want to make the Extra List available on the Employee page > Extra tab. Deselect the checkbox to remove the Extra List from the page.
(AE) If using MYOB Document Manager:
1. Select the checkbox in the Document column if you want to make the Extra List available on the Add Document > Select Extra Fields tab.
2. Deselect the checkbox to remove the Extra List from the page.
Select the checkbox in the Is Mandatory column if you want to make the list mandatory for users to enter.
Select the Data Type from the drop-down. The options are Text, Flag and Number.
Select a Default Value from the drop-down, if required.
Select an Extra Type from the drop-down, if required.
Select the checkbox in the Allow Multiple column if you want users to be able to select one or more values on the list.
Press [Enter]. The new Extra List moves to the bottom of the table, a new blank row is created at the top and an
is displayed beside the new Extra List.
To add pre–defined values for the list, click the
beside the list. The table expands to display a new row for values. Clicking the
will collapse the table.
1. Enter a Value. Edit the Value name, if necessary.
2. Press [Enter] to enter additional values. A new Value row is created. The value is added to the list.
  
  Add the values in the order you want them to appear in the list as new values are added at the bottom of the list.
3. Repeat step 13 until you have entered all the pre–defined values for the new Extra List.
To enter additional lists, repeat steps 2-13.
Click OK to save the changes and close the Maintenance — Extra Lists page.

To delete redundant extra lists

Select Maintenance > Maintenance Map > User defined > Extra Lists. The Maintenance — Extra Lists page opens.
Select the row containing the list you want to delete.
Click
to highlight the entire row.
Press [Delete]. An Important System Information message is displayed requesting confirmation of the deletion.
Click Yes.
Click OK to save the changes and close the Maintenance — Extra Lists page.