Manage Tables

Tables increase data entry speed and accuracy throughout Financial Edge NXT. For example, when entering information into a field with a table, you can quickly access a list of possible entries for that field and have your selection added directly into the field rather than entering it manually.

The Tables tab on the Fields and tables page lists all the tables in your system. From here, you can add tables, or use the menu next to each table to quickly edit the table.

To help locate a table, you can use the search and filters above the list. For information about these filters, see Tables Filters.

Tip: The total number of tables appears above the list. If you have multiple pages of tables, use the page navigation at the bottom of the list. You can also reorder the columns in the list by dragging and dropping the column headers.

  1. From the Fields and tables page, select Add under Tables.

  2. In the Table name field, enter a name for the table, such as "Departments," or "Programs."

  3. In the Subledger field, select the area of Financial Edge NXT to which you want to add the table.

  4. If you want to include a short description (up to 6 characters) for the table entry, select the checkbox and specify the length. The Short description field appears when you add the table entry.

    Tip: If you want to use this table as a segment in an account number, you must give it a numeric short description.

  5. Select Add value to add entries to the table. When you add table entries, you can enter the description, mark active or inactive, and specify the order of the table entries.

    Tip: We recommend you limit rights for adding and editing table entries. Allowing only a few key users to add and edit table entries helps ensure the validity of your database, records, and reports.

  6. Select Save.

When you edit a table, you can add new table entries, and mark table entries active or inactive. You can also edit table entry descriptions.

  1. From the Tables list, select the menu next to the table you want to edit, and select View. This will display all the table entries in the table.

  2. From the list of table entries, you can add a new table entry by selecting Add a table entry , or you can edit an existing table entry by selecting Edit from menu in the table entry list.

    Tip: To help locate a table entry, you can use the search and filters above the list.

  3. Select Save to save the table and return to the list of table entries.

You can delete a table only when it has no table entries. If the table you want to delete has table entries, you must delete those values first.

  1. From the Tables list, select the menu next to the table you want to delete, and select View. The table record appears.

  2. If you need to delete table entries from the table, use the menu to delete the table entries.

  3. Select Delete to delete the table and return to the Tables list.

Tip: You can't delete tables with table entries.