The four types of formulas are listed below
Application formulas: Sage 300 CRE provides application formulas with the following applications:
- Address Book
- Accounts Payable
- Accounts Receivable
- Contracts
- Cash Management
- Equipment Cost
- Information Assistant
- Job Cost
- Payroll
- Project Management
- Property Management
Application formulas can not be modified, but they can be copied as public formulas or design formulas and then they can be modified. Application formula names begin with an application abbreviation (for example, AP Aging Amount). Public formulas:
- Create a public formula from scratch or copy an application or design formula to a public formula. Select the link below for steps to create a new public formula.
- You can access public formulas wherever formulas are used.
- Public formulas are stored in the User.frm file located in your X:\Timberline\Formula folder (where X:\Timberline represents the drive and folder location where the Sage 300 CRE applications were installed on the network server). Include this file in your regular backups.
Design formulas:
- Create design formulas for specific report designs. They are only accessible when you use the report design for which the design formula was created.
- If necessary, you can copy a design formula to a public formula.
- To create a design formula, select Tools, Formulas in Report Designer while your report design is open.
Quick formulas:
- Use a quick formula for only one item in a report design in Report Designer.
- Quick formulas have no name and you use them only once in the report design at the location where you create it.
- You cannot use quick formulas in other locations in the same report design and you cannot use them within other design formulas.
- To create a quick formula, select Tools, Quick Formula in Report Designer while your report design is open. The formula is inserted into the design at the location of your cursor.
DocLink: How do I create a formula in Sage 300 Construction and Real Estate?
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