Sage 100 Training and Tutorials: Custom Office
Welcome to our comprehensive training page for Sage 100 Custom Office! Whether you’re a small business owner trying to keep your finances in order, an accounting professional looking to improve your efficiency, or a new user hoping to master the complexities of this powerful software, you’ve come to the right place. Our training materials are designed to provide you with the knowledge and tools to fully leverage the capabilities of Sage 100’s Custom Office system. From understanding basic functionalities to exploring advanced features, we aim to enhance your proficiency, streamline your operations, and elevate your financial management to new heights.
How to Add a New Tab to Maintenance Screens in Custom Office and Add User Defined Fields
What you can Expect to Learn:
- The motivation for adding new tabs is to provide more space for users to access fields as new ones are added by Sage.
- To add a new tab, right-click on the panel, go to Panel Settings, select Customizer, and then create the new tab in the Folder Definition dialog.
- User-defined fields can be added to the newly created tab by clicking on "Add a Field," selecting the desired user-defined field, and adjusting its settings.
- The process allows users to have a customized panel with user-defined fields for data entry and organization.
How to add Advanced Field Settings in Custom Office
What you can Expect to Learn:
- Accessible via user-defined field and table maintenance or through the Advanced field settings icon.
- Allowing setting up advanced field settings for the sort field in the Customer Master.
- Options include enforcing settings for all users and companies, setting attributes like uppercase and required fields, and defining default values.
- Providing validation options, including a list of valid entries for the sort field.
How to Setup Field Validation using Custom Officer User Defined Tables
What you can Expect to Learn:
- Creating a user-defined table named "Sort Options" with fields "Sort Option Code" and "Description."
- Linking tables to the "Sort Field" in customer maintenance for validation purposes.
- How to make the "Sort Options" table available to specific users through menu security and role maintenance.
Setting up Field Level Security with a Custom Script
What you can Expect to Learn:
- The script prevents users who are not members of a specific role from changing the customer's credit limit.
- The script utilizes the O session object to check if the user is a member of the "sales manager" group.
- If the user is a member of the "sales manager" group, no action is taken, allowing credit limit changes.
- If the user is not a member of the "sales manager" group, an error message is displayed, and the credit limit is reset to its original value when attempting unauthorized changes.
How to add a UDF to a Crystal Work Table
What you can Expect to Learn:
- The process using the example of adding the "Unit Price" field from the "CI Item" table to the "CIA Mostly Signum History Detail Work" table.
- The purpose of avoiding adding a second table to a report for just one field from an ancillary table.
- Mapping fields from the main table to the work table allows the "Unit Price" field to be accessed and used in reports without the need for an additional table.
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