Value Types

Value types defines the measures used in input forms and reports. Examples of value types can for example be amount, units and meters. The value type ID is normally used in [template designer] when designing input forms on the 'VALT' row.

Access Value Types by selecting Client Data > Other > Value Types.

You can also access Value Types by selecting Client Data > + New item > Value Type.

To Create/add a new value type:

1. Select Add to create a new value type.

   

2. Enter appropriate information in the following fields:

   Field	Description	Example	Note
   Value type ID	The unique identifier of the value type.	AMOUNT	Keep short but descriptive, no spaces.
   Description	The description of the value type.	Amount
   Active	Defines to the system is this is an active value type.
   Valid from to	Indicates to the system when the value type is valid.

   Note: Something that might look like two different measure types might not be more than one value type. For example, you might think that 'budget amount' and 'forecast amount' would be two different measures or value types, but 'budget' and 'forecast' are two different [Planning Versions] separating the data. In this scenario, only one value type is needed called 'amount'.

3. Select Save.