Create formulas

Information

If a formula contains one or more fields from a record, you can use the formula whenever an application accesses to those records. When a formula contains only numbers or functions, you can use it anytime formulas are available.

If you type a field name in the formula instead of selecting it from the list, a message displays indicating there’s an unexpected character. Remove the typed field name and replace it by selecting the same field name from the correct record in the Field List.

Formula examples provided by Sage display a field and then the record where the field appears in square brackets. For example, Employee [PR - Employee] indicates to click Index, PR Employee, click OK, then select the Employee field.

Sage stores custom formulas in the User.frm file in the Formula folder. We recommend you include this folder in your nightly backups.

You can’t create custom formulas currently in Inventory, Purchasing, Service Management, or Submit Issue.

Create a formula

1. In any application, go to Tools, Formulas.
2. Click New.
3. Select the appropriate components for the desired formula.
4. Enter function names, operators, and constants using the keyboard.
5. To add a field, double-click the field in the Field List, or right portion of the window.
6. Use Index to select a different record for your field list.
7. Click OK.
8. If the formula has incorrect parameters, a message displays to indicate the formula is invalid. Make the corrections, then click OK again.
9. In the Formula Name box, type the formula ID.
10. Click OK and then click Close.

What are the different types of formulas in Sage 300 CRE Report Designer?

How do I create, change, or view a Quick formula in Sage 300 CRE Report Designer?

Do I use a quick formula or a design formula in my custom report design?