Add or Edit a Validation Set

Validation sets allow you to define and build custom drop-down lists, to define the values (items) within those drop-down lists, and to assign alternate values for quick entry or other purposes.

Validation sets enable drop-down lists in fields on different screens in the software that use values defined solely by your organization. If you add a user-defined field that is a validation set, you will also need to add it as a validation set.

To add or edit a validation set drop-down list, follow the steps below:

  1. Go to Maintenance > new world ERP Suite > System > Validation Sets > Validation Set List.
  2. On the Validation Set List page, click New to create a new validation set. If you want to edit a validation set, scroll down to the validation set you want to edit and click on the validation set to open the Validation Set window.
  3. Enter the validation set Number. This value is required; it can contain up to 9 digits. It is recommended you start with a number in the thousands to allow room for validation sets that will be added to the New World ERP product in the future.
  4. Enter the validation set Name. This value is required; it can contain up to 64 characters.
  5. Enter the validation set Description. This value is required; it can contain up to 128 characters.
  6. Click OK to save the entry.

Assign Values

To assign or edit values in a validation set drop-down list, follow the steps below:

  1. On the Validation Set List page, click New to create a new validation set. If you want to edit a validation set, scroll down to the validation set you want to edit and click on the validation set to open the Validation Set window.
  2. Click Values.
  3. Click New to add a validation set value.
  4. Enter the Value. This is the value that users will see in the drop-down list. This value is required; it may contain 32 characters.
  5. Enter the Description. This field allows you to provide more detail about the Value. This field is required; it may contain 128 characters.
  6. Click Save.
  7. Repeat Steps 3-6 to enter additional values.
See Also

Vendor Compliance Validation Set

Quick Validation Value Entry