1. In any application, go to Tools, Formulas.
2. Click New.
3. Select the appropriate components for the desired formula.
   1. Enter function names, operators, and constants using the keyboard.
   2. To add a field, double-click the field in the Field List, or right portion of the window.
   3. Use Index to select a different record for your field list.
4. Click OK.
   Note: If the formula has incorrect parameters, a message displays to indicate that the formula is invalid. Make the corrections, then click OK again.
5. In the Formula Name box, type the formula ID.
6. Click OK and then click Close.

Notes:

• If a formula contains one or more fields from a record, you can use the formula whenever an application has access to those records. If a formula contains only numbers or functions, it can be used any time formulas are available.
• If you type the name of a field in the formula instead of selecting it from the list in step 3, a message displays indicating there is an unexpected character. Remove the typed field name and replace it by selecting the same field name from the correct record in the Field List.
• Custom formulas are stored in the User.frm file in the Formula folder. You may want to include this folder in your nightly backups.
• You cannot create custom formulas at this time in Inventory, Purchasing, Service Management, or Submit Issue.
• Formula examples provided by Sage display a field and then the record where the field appears in square brackets. For example, Employee [PR - Employee] indicates to click Index, PR Employee, click OK, then select the Employee field.