General Information on the Custom Office:

• This requires use of the Custom Office module application (also known as Customizer). Not all installations of Sage 100 include this module.
• Any changes from custom office are considered customizations; which is out of scope of support. Sage 100 Customer Support will make the best efforts to troubleshoot or resolve errors and symptoms related to custom office changes.
• In many instances the process to resolve custom office issues is to remove the customization and re-establish the UDF or script. The Sage business partner or a qualified consultant is the main resource for custom office development.
• Customizer training is available on Sage University (www.sageu.com).
• Not all fields are available to be added. Not all task windows, panels, or screens are available for custom office customization. 
• Task windows, screens, and panels differ in available space and available field options. The following instructions are general.

Summary Steps for adding a UDF using AP and SO as examples:

 

1. Open Custom Office, Main menu, Customizer Selection.
2. Expand the module folder.
   • Example: Accounts Payable or Sales Order
3. Expand the task window or screen.
   • Example: Vendor Maintenance or Sales Order Entry
4. Select the panel to highlight it and select the Edit Panel button.
   • Example: DMAIN
5. Select one of the two options available:
   • Create a new Customized Panel radio button for a specific User or All users, and a specific Company or All companies
     • A customization for a specific user in a specific company will have priority over a customization for all users in that company, which will override a customization for All users in All companies.
     • When a field on a panel is hidden for All users, but not hidden for a specific user:
       • No customization was is saved for the panel, for the specific user.
       • A minor change is needed to the panel for that specific user, for there to be a customized panel saved. 
       • When there are multiple changes to the same screen, the user-specific customization takes precedence.
   • Modify an Already Customized Panel and a User and Company combination
6. Click OK to launch a Customizer tool bar and a Customize window.
   • Note: If necessary, right-click in the Customized window to select a specific panel from the Folder Definition window.
7. On the Customizer vertical tool bar, click the Add Field button.
8. Use the mouse cursor to click, drag, and let go; to outline a box where the field will display.
   • The field dimensions need to provide enough space for the field to display. Insufficient space may lead to inability to enter values into the field.
9. In the Field Selection window, highlight and Select the table and field.
   • First click Show All
10. On the Customizer tool bar, click the Save button and the Exit button.
11. Access the task window, screen, or panel and view the added field on the related task window, screen or panel.
    • Example: Accounts Payable, Main menu, Vendor Maintenance; or Sales Order, Main menu, Sales Order Entry

 

Note: If a UDF can be added to a Sage 100 task window, screen, or data entry grid area, but it doesn’t show up, possibilities include:

• Window, screen, or grid personalization has hidden it. Try resetting (right-click for a context menu, select Panel Settings, Reset Panel)
• Third-party enhancement/program override
• Data dictionary corruption. Consider reviewing the DocLink How to replace the data dictionary files in Sage 100 ERP
• Data File Display and Maintenance can be used to view UDF data in CM_UDF file.
  • If an entry is missing in this file such as after an upgrade, re-select the validation routine for the UDT and then select Update.