Optional Tables - Infoset Codes Setup Overview

An information set is made up of the Sage 300 fields you want to store the information against and the optional fields you want to store data against. In addition, the information set contains information regarding 

  • queries required for the InfoSetViewer

  • database connection details

  • view definition if a database view is to be generated from the information set code.

Use the Infoset Codes setup to create new infoset codes

To set up an Information Set Code

Enter a code and a Information set Description

Enter if the Information set has been locked (ie no more changes can be made). Click Lock / Unlock to lock / unlock budgets.

Infoset Details

Use this tab to enter the viewtypes to which the infoset will be attached. For example ARCUSTOMER and ICITEM.  

Enter if the infoset is locked (no further updates allowed) or not

Enter if the infoset is date driven - i.e. multiple infoset records allowed by date for the same key combination

Infoset Optional Fields

Choose the optional fields you want to budget for / enter information against

Important! Fields must have been already created in Common Services / Optional fields

Cube Query

Define and create multiple SQL Queries for running with Orchid Info Explorer

Database View

Define and create SQL statements to assist in creating views in the underlying database. Views greatly simplify Crystal reports when using optional fields 

Database Connection

Define the connection string for connecting to the database to create views or execute SQL queries

 

Click the links below for detailed help on using the corresponding tabs:

Infoset Codes - Infoset Details

Infoset Codes - Infoset Optional Fields

Infoset Codes - Cube Query

Infoset Codes - Infoset Database View

Infoset Codes - Database Connection