To create a general lookup/validation table

When creating general lookup/validation tables, keep the tables as small as possible to optimize system performance on lookups.

The values or selections defined in a general lookup/validation table display in a drop-down list.

  1. From Customers, select Set up tables > General lookup/validation to open the Set up general lookup/validation window.
  2. Select New Table from the bottom of the drop-down table list.

    3. A window opens and prompts you for the new table name.

  3. Enter the exact table name in the window.
  4. Click Save to insert the new table into the table list.
  5. Populate the new table:
  6. Click New.
  7. Enter a value in the Code field.
  8. If you are creating an expansion table, enter a value in the Expansion field.

    9. Warning!  

    When creating a general lookup/validation table, leave the Expansion field blank. Entering a value in the Expansion field of a lookup validation table can prevent iMIS fields tied to the table from working properly and may prevent iMIS from saving the correct data from fields populated by the table.

  9. Enter a Description. The value entered in this field is displayed in lookup windows and drop down lists.
  10. Click Save.
  11. Repeat until you have entered all of the lookup/validation values.