Note: These steps require use of the Custom Office module application (also known as Customizer). Not all installations of Sage 100 include this module.

Note: This is considered customization. Using the Custom Office application module requires knowledge and familiarity. Sage 100 Customer Support does not assist in creating customizations and may not be able to troubleshoot or resolve errors or issues that may arise from customizations (this also applies to custom scripts). If you encounter an error or issue, you may have to delete or remove the customization and start over. Therefore, you may want to get assistance from your local Sage business partner or a qualified consultant. There is also Customizer training available on Sage University (www.sageu.com).

Caution: When a UDF is created, the field is created for the table in all company codes. If you set a User-Defined Field as Required, then it will be a required input value in all company codes. If users cannot set a value (such as when entering a sales order or creating an item) because that field is not added to the task window (or panel or tab) for them to enter a value, they will get an error message when attempting to save or Accept. (If you wish to make a String UDF required for just one user or one company, right-click the table itself in User-Defined Field and Table Maintenance, select Advanced Field Settings.)

Use Custom Office (also known as Customizer) to create user-defined fields (UDFs).. UDFs can be used to record information about customers, vendors, or other data that may not be provided by the standard Sage 100 program. A UDF added to a table may show up in the Selection Grid as one of the Selection Criteria available, on reports or forms that use that table as a primary source.

1. Open Custom Office, Main menu, User-Defined Field and Table Maintenance
2. Expand the module folder
3. Select the table (entity), and click the Edit Fields button.
4. Click the Add button.
5. In the Add Field window, enter the field name and description.
6. Select an object type, and specify the UDF attributes.
   • Note: If Numeric, and you desire to allow for negative numbers, enter a hyphen/dash/minus symbol at the beginning of the Mask
     • Example: -#,###,###,###.00
7. Click the Validation tab, and enter data validation types if desired. Click OK.
   • Note: Do not use commas in a value. They will be treated a separators.
8. In the User-Defined Fields window, Click OK.
9. Click OK at the message to update the ODBC data dictionary and UDF data files.

Note: For existing Business Framework tables, UDFs (user-defined fields) are added to the tables. Not all tables can have user-defined fields created for them.

Note: It is generally not possible to use a Business Object to copy a standard field on a table into a UDF (user-defined field) that exists on the same table: a UDF generally can't use its own table as a Data Source. Use the standard field instead.

• Example: Cannot copy the CustomerNo field from AR_Customer into an AR_Customer UDF.
• Example: Cannot copy the SalesOrderNo field from SO_SalesOrderHeader into an SO_SalesOrderHeader UDF.

Note: For more information, use the "How Do I" Help within Sage 100.