• 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…
  • 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…
  • 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…
  • Button Script to Add Comment Line to GD_Lines Table in SO Invoice Data Entry

    From the Payment tab in SO Invoice Data Entry I have added a button with the caption "CC Receipt". Upon a user clicking this button I would like a comment (Item code /C) added to the next line number with details from the credit card. First I actually…
  • 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…
  • External Link VBScript to Update Bitmap of Button that Called it

    I created a button that runs a simple VBScript that checks if a customer is set up on paperless or not. The problem is that while I am modestly proficient at VBS, I don't know anything about the Sage Object model. I first attempted to have the script…
  • Customizer - Copy INDIVIDUAL panels from one User/Company to Another

    In general, Customizer allows copying and entire set of panels from one user/company to another. When I try to copy and individual panel I get this message, "Unable to create the following new library, possibly because it already exists." However, I do…
  • Adding a button to Sales Order Entry to print a specific picking sheet form type

    We have different types of picking sheets that we use and print multiple types per sales order. Everyone always forgets to change the form code so we waste a ton of paper. Is there a way to add another button to the Sales Order Entry page to open up a…
  • Modifying Order of Secondary Grid Lines for All Users on Sales Order Module

    I'd like to modify the order in which lines are displayed in the secondary grid in the Sales Order Module (Sales Order Entry). We have several UDF's in that grid, but I am having trouble seeing the list of fields within that secondary grid. Using customizer…
  • Merged screens in Customizer 2021 issue - now found on second client

    This is now my second customer to show up with this issue after an upgrade to 2021. One had modifications from APS and WSP, the other was completely vanilla. Somehow, the tabs from two entirely different modules/screens were merged together. In the…
  • Business Insights List Query

    Hello! I am trying to find a way to automatically export sales order data (specifically ship date) from business insights sales order view into a locked excel document provided by my customer. It would be nice if i could filter a whole list of orders…
  • Batch Invoice Formatting

    We just started to use the batch invoice function through "Sales Order-Invoice Data Entry". When we batch multiple order to one invoice it is not carrying over the Sales Order# to the invoice, we need a couple other fields as well to print next to the…
  • Customizer Selection Error: Unable to create the following new library, possibly because it already exists

    I've been copying a task (a customized panel - an extra tab in Sales Order - Invoice Data Entry) to multiple users, however, when copying the task to one particular user, I see an error that says: Unable to create the following new library, possibly…
  • 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…
  • Sales Order line udf is not populating in Sales Order Invoice lines

    I have created the same udf in sales order detail and SO invoice detail entities. Both same type - string - and same size (20). In the data source from SO invoice detail I have selected "copy from sales order and for data source I have selected SO_SalesOrderDetail…
  • Panel Settings > Customizer.

    What do you do to disallow users to be able to right click and launch this? I don't see it in Role choices.
  • How to Differentiate Between Inquiry and Maintenance Panel in Script

    I'm writing a script to expose or hide selected controls based on user. I would like the script to be operational ONLY in Maintenance mode, not Inquiry. In the script, how do I identify whether the panel is in Maintenance or Inquiry mode?
  • What is the maximum number of UDF's you can create for the Sales Order Detail table?

    In general is there a maximum number of UDF's per table. And is there a maximum number of UDF's that can be added to a form? In particular, I am looking at adding 120 UDF's to the Sales Order Detail line - is that possible? It will be Sage 100 Premium…
  • Remove "Delete Customizer Modifications" for assigned panels?

    Hello, We are trying to set up our customer maintenance screen to look identical to customer inquiry, except for one tab so that a certain department can access just that one tab. To do this, I am creating a custom panel which locks all fields except…
  • Visual Process Flow: Open file instead of download.

    Hello, I'm curious if it is possible to have a visual process flow button simply open a file instead of download it? I have a button set up linked to an excel document and another linked to a crystal report, but clicking these buttons causes an internet…
  • How to set default value in Lookup button script?

    Hello, I am scripting a button that, when clicked, opens up the sales order history lookup from the Invoice History Inquiry panel. I am trying to get this lookup to already have the sales order number entered that is shown on the current panel. For…
  • Scripting a button to pull up a separate panel?

    Hello, I am trying to create a button/link inside of AR Invoice History that pulls up the Sales Order and Quote History window. Basically, something that acts identical to the "Invoices" button at the top right of the screen on Sales order Quote history…
  • Changing Color of Highlighted Text?

    Hello, Our users are having problems seeing the invoice number inside of Customer Maintenance when clicking on an invoice, and then clicking away. The invoice number is all white on a grey background..I know that I can change the color of the panel…
  • Add a table as a source for Business Object in UDF

    I was wondering if it is possible to add JT_Employee as a data source under Business Objects when creating a UDF for SO_SalesOrderDetail.