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).

Caution: Deleting a User-Defined Field (UDF) will delete the field from all companies, and delete any stored values held in those fields.

Caution: Some UDFs are set to map (or flow or update) from one table to another. Deleting a UDF that is part of such a UDF mapping (or flow) chain may lead to interruption or errors. It may be necessary to remove other UDFs in the chain.

Caution: If a UDF was placed on a task window or panel or tab (via Customizer Selection), then do not delete any User-Defined Fields (UDFs) unless the UDF has first been removed from the task window or panel or tab. If you deleting a UDF without first removing the UDF from the customized window or panel, you will encounter errors upon accessing the customized window or panel.

1. Open Custom Office, Main menu, User-Defined Field and Table Maintenance
2. Expand the module folder (of the application module where the UDF was created)
3. Select the table (entity) where the UDF exists, and click the Edit Fields button.
4. Select or highlight the UDF to be deleted.
5. Click the Delete (red "x" icon) button.
6. Click Yes when prompted with the message: "Deleting the field will purge all data stored for this UDF. Do you want to continue?"
7. In the User-Defined Fields window, Click Update button.
8. Click OK at the message: "Changes have been made to the user-defined fields for the table. The data dictionary and the UDF data files must be updated to reflect the changes..."
   • Note: After deleting a UDF, the Update process (to process the changes) takes longer than the Update process that occurs after creating a UDF, as the system takes time to remove that field (and any data in the specific field) from all companies.

   Click Close in the User-Defined Field and Table Maintenance window to exit.

   Note: If there are numerous UDFs to delete from a table, rather than follow the above mouse cursor steps in the User-Defined Fields window to highlight a UDF, click Delete, and click Yes..., you may instead substitute the following keyboard steps:

   1. Select or highlight the UDF to be deleted
   2. Hold the Alt key down and press the D key to select Delete (Alt+D)
   3. Keep the Alt key down and press the Y key to select Yes (Alt+Y)
   4. The next UDF in the list will automatically be highlighted, so you may alternate between Alt+D and Alt+Y to rapidly select, delete, and confirm UDFs for deletion.
   DocLink: How to create User-Defined Fields (UDFs) in Custom Office
   DocLink: How to add a UDF (user-defined field) or standard field to a task window, panel, or screen
   DocLink: How to delete or reset a Custom Office task, screen, or panel customization
   DocLink: How to map a UDF to flow or update from one table to another; How to access step-by-step instructions on mapping user-defined fields (UDFs)
   

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