Database view for Custom Data Fields in Chart of Account Segments

Owned by Knowledge Assistant
Last updated: Dec 01, 2021
1 min read





Description of Issue

User needs database view for building custom report



Context

  • Munis 2019.1

  • SSRS Reports

  • Crystal Reports

  • SaaS, Tyler-hosted clients

  • OnPrem, Self-hosted clients

  • Chart of Account Segments

  • Custom Data Fields



Cause

The View Database Columns overlay option shows the fields as derived



Resolution

To view this field in Munis, follow the steps below:

  1. In Tyler Menu, navigate to Munis > Financial > General Ledger Menu > Set Up/Chart of Accounts > Chart of Account Segments

  2. Select Object Code from GL Segment dropdown and click on Accept in top menu ribbon.

  3.  For a given object code, the Custom Data Fields are visible to the right of Object Code.

The following 2 tables can be used to retrieve the Custom field name, description and their value for a given object code.

  1. Retrieve ObjectCodeID based on Object Code from [GLObjects]

  2. Lookup Custom data values for this ObjectCodeID in table [GLObjects.CustomData.Global]



Additional Information

To get description of Custom Fields themselves and other metadata - [GLObjects.CustomCodes.Global] and [GLObjects.CustomFields.Global] can be used.