• Custom Office (also called Customizer) lets you add fields to Sage 100 screens. Not all installations include this module.
• Customizations are out of scope for standard support, but Sage 100 Customer Support will assist with troubleshooting.
• For advanced development, contact your Sage business partner or a qualified consultant.
• Not all fields or screens are available for customization.
• The steps below use Accounts Payable and Sales Order as examples.

General Information

1. Confirm that you've installed the Custom Office module.
2. Any changes made are considered customizations and unsupported.
3. For training, visit Sage University.

Add a UDF to a Task Window, Panel, or Screen using AP and SO Example

1. Open Custom Office, Main menu, Customizer Selection.
2. Expand the module folder (for example, Accounts Payable or Sales Order).
3. Expand the task window or screen (for example, Vendor Maintenance or Sales Order Entry).
4. Select the panel and click Edit Panel (for example, DMAIN).
5. Choose one of these options:
   • Create a new Customized Panel for a specific user or all users. Also a specific company or all companies.
   • Modify an Already Customized Panel for a user and company combination.
6. Click OK to launch the Customizer tool bar and Customize window.
   • If needed, 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 to outline a box where the field will display.
   • Make sure there’s enough space for the field.
9. In the Field Selection window, highlight and select the table and field.
   • Click Show All if needed.
10. On the Customizer tool bar, click Save and then Exit.
11. Access the task window, screen, or panel to view the added field.

Troubleshooting

1. If a UDF doesn’t show up:
   • Personalization hides the field. Right-click, select Panel Settings, then Reset Panel.
   • Third-party enhancements or data dictionary corruption also cause issues.
   • See: How to replace the data dictionary files in Sage 100 ERP.
2. Use Data File Display and Maintenance to view UDF data in CM_UDF.
3. If a UDF links to a UDT but the lookup doesn’t appear:
   • re-select the validation routine for the UDT and update.

Create User-Defined Fields (UDFs) in Custom Office
Enable or disable access to Customizer Selection in Role Maintenance
Map a UDF to flow or update from one table to another
Delete UDFs (User-Defined Fields) in Custom Office