A few of the system lists in PMWeb are deemed to be advanced lists because they contain more than just one column of values. Advanced lists include:
Account - The Account field appears in the Cost Management/Budgets/Cost Codes page and is commonly used to map one or more costs codes to a general ledger account used in a third party accounting system. When data is sent from PMWeb to the accounting system the Account metadata can be sent along with the PMWeb cost code. The table also includes an Inactive checkbox field. Inactive values will not appear in the Account dropdown list. The account list contains two columns:
Code* - Required. An alphanumeric ID for the list value.
Description - A name for the list value.
Billing Terms - The Billing Terms field appears in Invoices. Fields include:
Sort Order Field - Read only. The order in which the values appear in the Billing Terms dropdown list in records. This field can be directed by dragging lines up or down in the table and dropping them.
Terms Field - Sort Order - Read only. The order in which the values appear in the Billing Terms dropdown list in records. This field can be directed by dragging lines up or down in the table and dropping them.
Discount Due Field - The number of units after the invoice date before a possible discount expires.
Units Field - The unit of measure for the Discount Due field. "Days", for example.
Discount Field - The possible discount available, as a percentage of the total invoice value. At present this is a notational field only and has no impact on system calculations.
Net Due Field - The number of days after the invoice date when the invoice is considered due and payable. When you select a value in the Billing Terms dropdown list the Invoice Due field is calculated by default as the Invoice Date plus the number of days entered here.
Inactive Checkbox - Check this box to make the list value inactive. Inactive values will not appear on the Billing Terms dropdown in records.
Clauses - Each clause in Portfolio/Lists/Clauses contains Category, Type, and Responsible fields, defined by record type. To streamline the creation of values for these lists they are grouped together by record type in this table. To define values for one of these lists:
Locate the record type with which the clause will be associated
Click the button in the Category, Type, or Responsible column. A dialog opens. Use the tree in the dialog to enter list values.
The button in each column changes color after one or more values has been added to the list.
Select one of these advanced list types using the selector dropdown at the top of the tab to load the list.
