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We are attempting to copy over all of our customized to fields from a test company to a brand new company. Is there an easy way to copy over the customized fields and panels while creating the company?

I've created a UDT in AP. Populated the data and then created a UDF in AP Invoice Detail. The Code field appears from the table but i cannot select it. what needs to be changed? UDT AP Invoice Detail UDF in AP Thanks for your assistance…

I have added a UDF to our Sage 100 SO_SalesOrderHeader table. I added it to the screen and set it up to print on the packing slip (uses the same table). When I try to add it to a report (which again has the same table) its not on the list to select from…

I have 20+ UDFs in ROG entry and they have been working fine over the past 2 years. Now managers want some of these UDF to be required. When I mark just 1 or several or all of the UDFs in ROG as Required, no Item code appears when I select 'Yes' to "Do…

Hello everyone, I created an extra tab in Sales Order/Invoice Data Entry and I have a few questions: Most importantly, how can I use the data that's selected and inputted here to generate a PDF or other type of document? Each of these fields is built…

Hello, We are wanting to further specify Quote orders as 'New', 'Converted', or 'Expired'. Is it possible to add an entry to the 'Order Status' drop down in sales order entry? I'm assuming I will need to do some script/UI customizations to complete…

Hello, I am in the process of building a "Change Tracking" system for Sales orders which tracks any changes to a specified list of fields. To do this, on a Table Pre-Write script I simply gather the information from the So History record and compare…

Hi everyone. I am struggling to export the bank details I spent hours loading into Sage one. You can extract Allot of details but not what I need. I tried creating a user field which I named Bank account, Br code and bank name and was hoping there…

I there, I'm new in Sage X3 V8 My Company has large Item descriptions with more than 30 chars lenght so we need to use both description fields, description 1 and description 2, but this 30 chars limit start to make a lot of troubles for the user becaus…

Hi, Can I add the user name who is printing the form on the form? Thank you!

I'm trying to update a user defined field in the Sales Order Header table using a script from Sales Order Invoice entry from the Table - PreWrite event. The script saves the USERCODE from the session object into a UDF in the Invoice and then tries writing…

I'm trying to create a custom dialog button in custom office on the SO Entry Detail screen to show some UDFs. The button would need launch a screen that allows me to put some UDFs that are linked to the line. If I create a custom dialog button in that…