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  • Is there Smart Search functionality within Sage Inventory Mgt?

    My company has thousands of SKUs, and the Item IDs & descriptions are a bit of a mess. I'm trying to find a way to make searching for a particular product or product group more intuitive, instead of having to memorize some of the part IDs and using the…

  • INVOICES AND CREDITS SEARCHABLE BY SALES ORDER NUMBER

    In previous versions of Sage 50; the option of searching by Sales Order Number in Invoices and Credits has been there and been a valuable time cutting tool. However; since the latest update (version 29.2.398.0) it seems as though this feature has been…

  • Add search functionality to Customers and Subcontractors screens

    This functionality exists in most other views, including Projects, Suppliers and Invoices and Credits

  • Search Item Descriptions company wide

    In our real life experience we often have someone come in and hold an item in their hand - let's say a caliper - and want to know where or when we bought it. No other information. No item number, no PO, no date, no vendor/supplier - only the item itself…

  • Facility to search on Product Description in the same way as is available on Product Code

    We use Abstract/Surrogate Primary Keys for our products. This is historical and is necessary to link to other systems. Therefore we need to search for products by their description. This approach is needed by the business due to the multiple variations…

  • Search Bar in both Customer Activity and Supplier Activity

    Searching through 50000 Sales orders for a customer or suppliers historical order can take a long time whilst they are hanging on the phone. A simple solution would be to add a search bar in both Customer and Supplier activity screens. This would help…

  • Webinar - Filters and search - Recording now available

    In this webinar we looked at how to use the filter and search options to help you analyse your data. This webinar has now taken place but a recording is available. Open the webinar recordings article Sage 50 Accounts - Filter and Search - 202211 …

  • Being able to search/filter on Sales Order No. within invoice module

    Currently I can search and filter on every main field EXCEPT Sales Order No? This must be an error, its like that field just hasn't been chosen with all the others for filtering? Could this please be corrected asap please. Thank you

  • Multi-Select for non Multi-select field

    Is there any way to have a multi-select option (red example) in a find screen for a non multi-select field (yellow)? As per the example below. Thanks! Anthony

  • A search field in the bank activity screen to be able to search/filter by either 'Account' or 'Ref' or preferably - both!

    So often I wish I could filter the bank activity screen but end up dumping years worth of data into excel just so that I can use the search & filter options. Why can't we have these in Sage? We have them in nearly every other screen except Bank Activity…

  • Sage Paperless Product Enhancement Request - Vote Today!!

    A product idea was submitted on my behalf to add a feature to SPC and I think it would be really valuable to all users to find documents that are missing information (expiration dates, no index values etc. ) or omit certain information from the search…

  • Trim search box fields

    We are having an issue where users are copying data from another source like excel and pasting it into the search but there is an extra space at the end of the string, so the search results show 0 results. For example a user will paste '[email protected]…
  • What does Elastic Search do anyway?

    What does Elastic Search do anyway?

    Elastic Search seems to be one of those features many people simply don’t understand and so ignore. To be honest, I think any lack of understanding may be partly down to the lack of clear Sage X3 specific documentation available to either the implementor…

  • [Quick] Search box on Customers and Transactions (at least) not clearing

    We've recently upgraded to 27.2.664 and the [quick] search boxes now appear to be stuck with the last entry used when cleared to be blank. Is this just me or do others have the same problem: I enter a search to find specific transactions. Subsequently…

  • Quickly find a transaction

    Don't waste time scrolling through hundreds of transactions to locate the transaction you're looking for, whether it is to check details, or to amend the transaction. Simply use the Find option instead. For simple steps on how to use this tool - Read…

  • How to get Enhanced Product Search (DA1300)

    Hello folks I see a lot of folks talking about Enhanced Product Search (DA1300) as a means of using wildcard searches on product invoices etc to more easily find the products we're looking for. the question is, how do I get Enhanced Product Search (DA1300…

  • Search for Umlauts and special characters in Key format fields

    In most key format fields, it is possible to search not only for the key ID itself, but for the name or description instead. For example: When creating a sales order, instead of entering the customer number in the field BPCORD you can also type in a…

  • Change EBM Search Field

    Currently, we have the option to search "Item Code" as "number" and "Item Name" as "description" in the search form on our website. Can someone please let me know what I would need to use to have the EBM search the "Long Description" field? Thank you…

  • Country of Origin - improvements of oversights

    Whilst many are grateful for the inclusion of a "Country of Origin" option on Product records, there appears to be some oversights in it's implementation. Cannot set a default Country of Origin (e.g. to XX - Unknown; this would be much better if the…

  • How can I find information on Sage City?

    Each product has its own forum. When you sign into Sage City for the first time, under Support Groups>South Africa, there is a forum for each product. For Sage 200c VIP, Sage Classic and Sage Premier users, you will visit this forum here. We share a…

  • Searching for a Person by Business Address. An example of codeless customization.

    A customer had a business requirement to be able to search for people and filtering them by either their business or home address. When an address is entered into the system for a person a user can specify the type of address as can be seen in the screen…

  • Creating a Codeless Search Screen on an External Database using RunBlock

    RunBlock is one of the most useful ways of extending Sage CRM. It is a pure meta data driven approach and can allow us to swiftly create new screens that list and present data from within Sage CRM and from external databases that have been linked in meta…

  • Using a Create Script to control a Search Screen

    The screen below shows the default company search screen. You can see that a user can search for "Inactive" companies. But... A customer might have the need to stop users from including "Inactive" companies in their searches. The companies should…

  • How to get the indexer service (Keyword Search) running again

    If you find that your Indexing Server (Keyword Search) stops for any reason you may find that you get a message that looks like this: The CRM search index service has not been run since 21/12/20XX. Please verify that the index service is configured…

  • Integrating Sage CRM with Indexing Services to enable full document search

    Sage CRM offers the ability to search using Keywords across all entities but this keyword searching does not extend into documents that may have been uploaded into the library. As you can see from the screen shot displayed below, it is possible to…

*Community Hub is the new name for Sage City