Exactly! Well stated, Joseph.

What makes this even worse is that nothing on the transactions tab indicates to the user that they are being presented only the data for the oldest open period. Only after the binoculars button is pressed does the user get to see which period/month is currently being displayed. This has mildly irritated me for years!

I do not know of a way to set Sage 100 to default to displaying the data for the current month, but Sage should at least indicate the time period being displayed on the transactions tab without the user having to click the binoculars button.

Doug Coartney

Hi Joseph Markman,

Thanks for reaching out! Looks like this has been brought up on the ideas site for Sage 100 and has several votes. Please up vote it more, the R&D team uses this list for upcoming product enhancements. You can also make enhancement requests by adding an idea to the site (first you'll need to sign up in the top right corner).


Warm Regards, 
Erzsi

If on version 2015+, use the following in a UI Post Load event script attached to the dMain panel of the Item Maintenance library (IM_Item.M4L).

dCurrentDate = Date
dStartDate = DateSerial(Year(dCurrentDate), Month(dCurrentDate), 1)
sStartDate = CStr(Year(dStartDate)) & Right("00" & CStr(Month(dStartDate)), 2) & "01"
dEndDate = DateSerial(Year(dCurrentDate), Month(dCurrentDate) + 1, 0)
sEndDate = CStr(Year(dEndDate)) & Right("00" & CStr(Month(dEndDate)), 2) & Right("00" & CStr(Day(DateSerial(Year(dEndDate), Month(dEndDate) + 1, 0))), 2)
oUIObj.SetVar "cDefaultTransWhere$", "UCS(TransactionDate$)>=""" & sStartDate & """ AND UCS(TransactionDate$)<=""" & sEndDate & """"
oUIObj.SetVar "cTransSearchWhere$", "UCS(TransactionDate$)>=""" & sStartDate & """ AND UCS(TransactionDate$)<=""" & sEndDate & """"
oUIObj.SetVar "cFormattedTransStartDate$", CStr(dStartDate)
oUIObj.SetVar "cFormattedTransEndDate$", CStr(dEndDate)

If you want to see all transactions, use the following instead. However, be warned that a lot of history may slow down the panel when flipping through records or flipping to the panel.

oUIObj.SetVar "cDefaultTransWhere$", "0=0"

Use Custom Office > Customizer Selection to apply the script. Either search for "Item Maintenance" or locate it under the "Inventory Management" folder.

Give your script a name. I used IM_ItmInqMaint_DefaultMonthTrans

You'll be prompted to create a new script record if it doesn't exist, click yes.

Paste the code in the Script field.

You can also optionally change the path to a relative path so you don't have to worry about the path during upgrades. I changed C:\Sage\Sage 100 Advanced 2018\MAS90\CM\Script\IM_ItmInqMaint_DefaultMonthTrans.vbs to ..\CM\Script\IM_ItmInqMaint_DefaultMonthTrans.vbs

Click Accept.

Click Close.

Click Compile.

Click Close.

Click Close.

Also, for completeness, here is code you can use to default to all warehouses. This needs to be attached to the pTrans panel of the Item Maintenance library (IM_Item.M4L).

sCB_SwitchWhse = "" : oUIObj.GetValue "CB_SwitchWhse", sCB_SwitchWhse
If sCB_SwitchWhse <> "1"  Then oUIObj.InvokeChange "CB_SwitchWhse", "1"

I tested this out on version 2019 and it works great!

That's great Sage100User! If this worked for you, please do mark the suggested answer as verified Thanks!

Can we also set a default Sort for the Transactions?

See this post for a possible answer.

www.sagecity.com/.../358757

Doug, you should look at the Explore under Inventory.  Use Item Transaction View.  The users should have this open and minimized and then pull up any time they want and filter by item as needed.