• How to Flow a UDF from Sales Order Header to SO History Header Reliably

    With identical UDF names in both tables, the original value set into the SO Header UDF via a ColumnPostValidate script from a standard field works to flow the value to SO History Header, but subsequent successful updates directly to that SO Header UDF…
  • 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?
  • Making an Explore view a shortcut

    I am wondering if there is a way to make a custom view from the business insights explorer a shortcut within the Explore Tab? am I able to put a custom view in here somehow as a shortcut?
  • Company Copy | Customized Fields not copying over

    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?
  • 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…
  • Product Line in Open Sales Order Report

    As I slowly work my way through customizing our Sage 100 Advance instance, Sage City has been the greatest resource! Thank you all! I am working with the Open Sales Order Report now and stuck on suppressing some items in the report. The end goal…
  • User Defined Script causing an error

    I created the following script to populate ShipWeight$ in the CI_Item table when either of 2 UDF's are changed. I am now receiving an error 88 type mismatch (error window below). Any thoughts? START OF CODE Dim retVal Dim cpwgt Dim cpwgtstr Dim…
  • Copy UDF Values from AR_CUSTOMER.M4T to Equivalent UDFs on new Sales Orders

    New to this forum, and new to using the Business Object Interface. Scenerio: I'm on Sage 100 2022 Standard, and am about to implement Sage Alerts & Workflow. One of the tasks I will be creating will periodically look at all open Sales Orders and automatically…
  • DFDM Modifications to Allow UDT Field Lookups

    When viewing a multi-line field within DFDM I noticed that one of the UDF fields within the current table (AR_Customer) had a Nomads Tag that suggested I may be able to possibly manipulate a different multiline field to perform a lookup within a UDT.…
  • 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?
  • SO Invoice Data Entry: Button Script to get Invoice No from an SO No

    I have added a button script to the SO Invoice Data Entry MAIN panel and was wanting to make looking up an invoice that has already been batched a little quicker. Essentially, instead of the user typing the invoice # they would type the sales order…
  • Sage 100 Customizer DMAIN and DMAINW

    When I use Sage 100 Customizer to add customized panel, I noticed each panel has a W version, eg, In the task of Sales Order Entry, there's a DMAIN and a DMIANW. What's the difference between the two? Can I set the default display to be DMAIN instead…
  • 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…
  • UDF Field Not always showing for reporting

    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…
  • ROG - Answering Yes to "Do you want to receive the complete purchase order?" blanks out Item Code with UDFs

    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…
  • Custom Office for Work Ticket Templates

    Just discovering the power of Custom Office (I'm a newb). I am running into a wall with one particular item. I have worked my way through creating user defined fields and tables and can successfully customize panels in screens and modules, but I'm stuck…
  • Match BOM Production Entry Line Sequence to BOM Maintenance detail line entry

    We are on Sage 100c 2019 and I'm trying to find out a way, that when BOM Production Entry is launched and we go to the lines tab, that the line sequence is NOT alphabetical/numeric ascending (which appears to be the default), but based on the way the…
  • UDF on AR Invoice Histrory will not print on invoice Document.

    Having added a UDF to the AR Invoice history Called Enhatch order Id. When trying to print a copy of an invoice from this record the UDF does not print and it has been added to the form. Any ideas as to what link I am missing? To see the invoice printout…
  • Connect multiple UDFs so selecting one will display extra info to be used in Crystal Reports

    I added a tab to my Invoice Data Entry panel with UDFs I want to be able to select an option in "SCAC Code" which will then display the proper name of the carrier outside of the SCAC Code dropdown. I want the SCAC Code and CARRIER NAME to be separate…
  • printing UDF

    Hello, I'm curious to know if I can create user defined fields in Sales Order Entry and the same fields in Invoice Data Entry? The fields are populated in the Sales Order Entry window, and then transfer to the invoice. The fields are in be added to…
  • Customizing SO Invoice Data Entry - New Tab - Adding Fields/UDF with Drop-Down Menus etc

    Hi everyone, I'm using Sage 2013 I've added a new tab to the Sales Order module in Main > Invoice Data Entry I've added fields/UDFs (some are already ones that existed), but I'm unable to add to anything in this tab or figure out how to get some of…
  • I can't seem to set an event for an item change

    I am trying to get an event trigger when an item quantity changes so I can perform a real time update in a UI. I have tried setting Post Write Events on IM_ItemWarehouse and IM_ItemTransactionHistory, but although I can see the DB Tables changing/updating…
  • UDFs in Transaction Entries

    I'm attempting to make a UDF that will appear on the 8. Cost Detail Tab in Item Maintenance and be available to report on for some government requirements. I've been able to add the UDF in IM_Transaction Tier Distribution Entry, PO_Receipt Tier Distribution…
  • Auto pop up UDFs after selection

    Hello, In Sage 100, I've added a UDT with a list of items, and a UDF onto Sales Order Header which enables user to select an item from the UDT. After selection, I also want to pop up other fields (also UDF) based on the selected item. Basically, pop…