Lookups

Lookups and Lookup Values are values that have a master detail relationship. Lookups are the master record and lookup values are the detail. One lookup can have many lookup values. Lookups are used throughout the application to enable end users to customize various drop down lists. Lookups and lookup values beginning with ZZ_ should not be changed without authorization from support.

WARNING! Inactivating lookups or lookup values once transactional information has been entered can cause errors in the application. It is critical to ensure no transactions exist in the system with a lookup or lookup value is inactivated.

Lookup Validations
  • Lookup Code must be unique.
  • The start date must begin before the end date. Both must be valid dates. Microsoft SQL Server defaults empty dates to 01/01/1753 for the beginning of time, and 12/31/9999 for the end of time. These dates will be defaulted in the database record if left blank.
Lookup Object Definition
Lookup Attribute Definition
LookupID Unique identity of the Lookup record.
LookupCode Unique code that identifies the lookup.
LookupDesc Lookup Description
ActiveFlag Activates or inactivates the lookup record.  List validates against the ZZ_YESNO lookups values.
StartDate The date the record becomes active.
EndDate The date the record becomes inactive.
CreationDate The date the record was created.
CreatedBy The user that created the record.
LastUpdateDate The date the record was last updated.
LastUpdatedBy The user that last updated the record.
Attribute1 User Defined Field
Attribute2 User Defined Field
Attribute3 User Defined Field
Attribute4 User Defined Field
Attribute5 User Defined Field
Attribute6 User Defined Field
Attribute7 User Defined Field
Attribute8 User Defined Field
Attribute9 User Defined Field
Attribute10 User Defined Field
Adding a Lookup
  • Navigation: Admin - Lookups - Add Lookups Link
  • Enter a lookup code
  • Optionally, Enter a lookup description, change the dates, or enter user defined attributes.
  • Save the Record
Adding Lookups - Mass Additions
  • A mass addition is a bulk import from a comma delimited file. Please review the Mass Addition notes before working with these files.
  • Download a template from the Templates section of our website. Likewise, the Lookup Import Report can be used to extract an existing value. This template can also be used to create new lookups.
  • Fill out appropriate data. Ensure Insert or Update column is set to INSERT.
  • Navigation: Admin Menu - Other Items - Mass Additions
  • Choose an Import Type of Lookups
  • Click the Choose File Button. Navigate to your CSV file.
  • Click Upload File.
  • A message is displayed that the file uploaded successfully.
  • It is recommended that you select Validate file first! This will run through the file without loading it and provide any errors, which should be resolved before the file is actually loaded.
  • Click the Process File Button
  • Each record will either be successfully processed or will display an error.
  • Resolve any errors, upload the file again, and validate again. Repeat until all errors are resolved.
  • Once all errors are resolved, navigate to the CSV and upload it again.
  • Select Load in the drop down list to load the file.
Edit a Lookup
  • Navigation: Admin - Lookups
  • Search by lookup code. Click the Select link of the desired lookup.
  • Modify the record as needed.
  • Save the Record.
Editing Lookups - Mass Additions
  • A mass addition is a bulk import from a comma delimited file. Please review the Mass Addition notes before working with these files.
  • Download a template from the Templates section on our website. Likewise, the Lookup Import Report can be used to extract an existing value. This template can also be used to create new lookups.
  • Fill out appropriate data. Ensure Insert or Update column is set to UPDATE.
  • In this example, the lookup code is being changed.
  • Navigation: Admin Menu - Other Items - Mass Additions
  • Choose an Import Type of Lookups
  • Click the Choose File Button. Navigate to your CSV file.
  • Click Upload File.
  • You should see a message that the file uploaded successfully.
  • It is recommended that you select Validate file first! This will run through the file without loading it and provide any errors, which should be resolved before the file is actually loaded.
  • Click the Process File Button
  • Each record will either be successfully processed or will display an error.
  • Resolve any errors, upload the file again, and validate again. Repeat until all errors are resolved.
  • Once all errors have been resolved, upload the file again, choose Load File, and click the Process File Button.
  • You should receive a success message for each record as it is updated.
Related Topics
Lookup and Lookup Value Seeded Values
Lookup and Lookup Value Mass Addition Information