Note: This requires 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).

Note: This procedure assumes that the user knows how to create UDFs. It also assumes familiarity with Crystal Reports Designer. Sage 100 Customer Support cannot assist in customizing Crystal Report forms or reports, nor in troubleshooting errors or issues encountered with customized forms or reports.

• Create mapped User-Defined Fields (if not already created):
  1. Open Custom Office, Main menu, User-Defined Field and Table Maintenance
  2. Select the application module
  3. Create a UDF in the main data table from which the report will derive data and create a UDF in the Crystal Work table used to generate report, setting the latter UDF to map from the former UDF in the main data table.
     • Example: For a UDF to be available for use on a General Ledger, Chart of Accounts report setting, you need a UDF in GL_Accounts.m4t, as well as a UDF in GL_ChartofAccountsWrk.m4t, with the latter UDF set to map from the former.
     • Example: For a UDF to be available for use on a Sales Order, Invoice Printing form code, you may need a UDF in SO_InvoiceHeader.m4t, as well as a UDF in SO_InvoiceWrk.m4t, with the latter UDF set to map from the former.
     • Note: For more information, see the Related Resources section on how to map a UDF to flow or update from one table to another.
• Add User-Defined Field to Form Code or Report Setting:
  1. Access the form or report, create or select the form code or report setting (for the form or report, respectively).
  2. Click on the Designer button to launch Crystal Reports Designer.
     • Example: Open General Ledger, Reports menu, Chart of Accounts. For Report Setting, Save As a new report setting. Click Designer button.
     • Example: Open Sales Order, Main menu, Invoice Printing. For Form Code, enter a new form code. Click Designer button.
     • Note: For more information on creating new form codes or report settings and accessing the Designer button, see the Related Resources section.
  3. In Crystal Reports Designer, to update the fields and tables, select Database menu, Verify Database.
  4. Click OK to a message that should appear, indicating that the database has changed
  5. If Field Explorer not already open as a panel, select View, Field Explorer to open it
  6. In Crystal Reports, Field Explorer, open Database Fields
  7. Expand the desired Crystal Work table
     • Example: For the General Ledger, Chart of Accounts report setting, the table would be GL_ChartofAccountsWrk
     • Example: For the Sales Order, Invoice Printing form code, the table would be SO_InvoiceWrk
  8. Drag the desired UDF to the location on the report or form as desired.
  9. Customize the Crystal Reort form or report as desired.
     • Note: Sage 100 Customer Support cannot assist in customizing Crystal Report forms or reports, nor in troubleshooting errors or issues encountered with customized forms or reports. For more information, see the Related Resources section.
  10. To save the report or form, select File, Save.
      • Note: Custom report settings or form codes are saved to the following location: "..\MAS90\MAS_XXX\Reports\\\.rpt" on the server where Sage 100 is installed, and where XXX is the company code
        • Example: "..\MAS90\MAS_ABC\Reports\GL_CHARTOFACCOUNTS\TEST\GL_ChartOfAccounts.RPT"
        • Example: "..\MAS90\MAS_ABC\Reports\SO_INVOICEPRINTING\LOGO\SO_Invoice1.rpt"
  11. To exit Crystal Reports Designer, select File, Exit.