• Creating AR Aging in Sage Intelligence Sage 100 Advanced

    We need a multi company Aging Report and want to create it in Sage Intelligence reporting. I am assuming I cannot use the A/R Aging work file as it only works when run in Providex. Right? I did try that file in SI and came up with no data. I am not surprised…
  • Build Custom Explore Views?

    Is there a way to build custom explore views. For example, If I go into Business Insights > Explorer am I able to create one of those views from scratch?
  • Invalid expression when in advanced logic filter

    I'm trying to create an advanced logic filter that will only capture a few specific customers. With the operand's available I've tried just about every way I can think of including all 20 of the companies. Does anyone have any examples for formatting…
  • UDT in AP Invoice detail

    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…
  • Get Handle for UI Object from a custom panel

    I have a request to add an "options" button that will open a custom dialog box with various button scripts performing different functions. One in particular is hiding some elements on-screen for what I suppose is to sanitize some information for screen…
  • Creating a Time UDF with Default Value

    Sage has built-in support for storing dates in a UDF by simply changing the "Data Type" to "Date". Then under default value, "<SystemDate>" to allow the date to be immediately filled upon new record creation. Did they forget that dates are usually paired…
  • color SO Header Customer# defined by AR_Customer Type

    Trying to color the SO header customer# field if the customer type fall = specific value. I appreciate if you can help. Ctype = "" retVal = oBusObj.GetValue("CustomerType$", Ctype) If Ctype = "SDIS" then Set myUIObj = oSession.AsObject(oScript…
  • Adding Columns to Transfers in Transaction Entry

    Is there a way to make hidden columns by Transaction Entry type show in transaction types they don't typically? And be editable? For example, the Unit Cost / Price definition in the Sage Help has this note: " The transaction type selected in the Transaction…
  • Customer Maint display bill to on sold to main screen

    Does anyone know if you can display the billto customer # in the main screen in customer maintenance on the sold to?
  • Possible to change text color of a locked UDF?

    Is it possible to have a locked UDF field display its contents in red, possibly via a DFDM property change? I've attempted (without success thus far) to update the color via the DFDM Nomads_Color property to 01FF which appears to be the hex code for…
  • Add a Custom UDF for Inventory Price Change

    Does anyone know if you can add a UDF field in Inventory Maintenance that shows the date of the last price change?
  • If this then that logic-custom office

    Can the custom office module handle a request, where if a user choose an item from a list then the choices from the next list change based on the first selection? If I choose "A" then my choices are 1,2,3 if I choose "B" then my choices are 1,4,3? Sage…
  • Permanently Enable Button on UI

    I have a button script located on a Cash Receipts Entry screen. Sage disables it by default until a customer number has been entered. The purpose of the button is to assist the user with locating the customer number, so this doesn't work for our use-case…
  • customized panel

    if an employee has a customized panel (which overrides the all user panel ) how can we return the customized panel back to the all user version? we had an employee accidently create a customized panel and it is not correct how can I get her back to…
  • All "lookup" windows Sage 2022

    We recently upgraded to Sage 2022.1 and one of my employees was frustrated because every time she resized columns in the Sales Order lookup window, they would revert back - even after creating a custom view. I tested it on a few other lookup windows…
  • Script message won't display

    Can't determine what the problem is for the script message not displaying in SO Entry. Here is my script. Client is Premium version 2021 ' -------------------------SCRIPT START ------------------------------------ If oSession.CompanyCode <> "ZZZ" and…
  • UDF's in A/P

    I have created a UDF in A/P Invoice Header to hold a document number (separate from the invoice number) on our A/P invoices being imported from a 3rd party solution. That will work for invoices being created now. What would be the best way to update existing…
  • Move Fields from Additional to Main Tab

    With 4k monitors and a lot more screen room we would like to move some information from the "additional" tab to the "main" tab in inventory and accounts receivable so we don't have to flip back and forth between tabs to see everything we need. I was working…
  • Pull required date from item inquiry to excel sheet from excel

    Hi Everyone, I am wondering if there is a script that can be written in Excel to look up an item number in SAGE and return the required date back to the excel sheet? Following the screenshots below I would like to have excel pull the next required date…
  • SO entry screen

    We just did the SAGE 2021 update and something all of our people are finding an issue with is In SO entry screen under the lines tab we used to be able to have the columns in the order we wanted and have what we wanted to see and it would remember it…
  • Script to retrieve altcountrycode not working

    I get an error whenever I try to set the Country Business object, either as a childhandle or asObject. I have no idea why this keeps getting an error 88. 'Title: UDF_Alt_Country_Code 'Desc: Autofill the UDF_Alt_Country_Code after selecting Country…
  • Report Setting not defaulting to custom report for some users

    I've recently created some custom versions of reports (AR Aged Invoice Report, for example) and set them as default for all users, but for some users it still defaults to the STANDARD report every time. It is set to the default report via the checkbox…
  • Add a job cost related field to AR report in Crystal Reports

    I am trying to add the "JobDesc" field to our AR Aged Invoice Report so that we can see what job name corresponds with the invoice on the report. I'm a beginner in Crystal Reports, but here is what I've tried: In Crystal Reports designer, I created…
  • Bill of Materials InvokeProgram Script

    I am trying to launch either BOM Inquiry or Maintenance using an InvokeProgram or Process User Defined Script, but any time I add the Bill I get the error "You do not have security rights to create the record" but I am not trying to create a record. Any…
  • User Defined Fields Data

    We use UDFs on our Invoices to populate fields with both product codes and lot numbers. If those items are already part of the products invoiced, all is good. If we have to manually enter product codes or lot numbers, we have a weird issue. I'll try to…