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: Not all fields are available to be added. Not all task windows, panels, or screens can be customized.

Note: Task windows, screens, and panels differ in available space and available field options. The following instructions are very general.

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
   • Example: DMAIN
5. Click the Edit Panel button
6. 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
     • Note: 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.
     • Note: If a field on a panel is hidden for All users, but not hidden for a specific user, that specific user may still have it hidden because there really was no customization saved for the panel for that specific user. A minor change may need to be made to the panel for that specific user, in order for there to be a customized panel saved, which will have priority.
   • Modify an Already Customized Panel and a User and Company combination
7. Click OK to launch a Customizer tool bar and a Customize window
   • Note: If necessary, right-click in the Customize window to select a specific panel from the Folder Definition window
8. On the Customizer vertical tool bar, click the Add Field button
9. Use the mouse cursor to click, drag, and let go; to outline a box where the field will display.
   • Note: Make sure that the field dimensions will provide enough space for the field to display. Insufficient space may lead to inability to enter values into the field.
10. In the Field Selection window, highlight and Select the table and field
    • Note: It may be necessary to first click Show All
11. On the Customizer tool bar, click the Save button and the Exit button.
12. Access the task window, screen, or panel
    • Example: Accounts Payable, Main menu, Vendor Maintenance; or Sales Order, Main menu, Sales Order Entry
13. Notice the added field now displays on that task window, screen, or panel

 

Note: If a UDF can be added to a Sage 100 task window, screen, or data entry grid area, but it does not 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