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Enable and use Auto-Complete in Sage 100 ERP

Created on  | Last modified on 

Summary

This article explains how to enable and use the Auto-Complete feature in Sage 100 ERP. It helps users search using names or descriptions instead of exact numbers or codes.

Resolution

 

CAUTION:

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 About Auto-Complete

Auto-Complete lets you search using names or descriptions instead of exact numbers or codes.
The feature works with these records:
  • Customer Names (Accounts Receivable)
  • Vendor Names (Accounts Payable)
  • Item Descriptions (Inventory Management)
When enabled, matching records appear as you type, and the list updates dynamically.

Resolution

Enable or disable Auto-Complete in system configuration

Follow these steps to control the feature globally:
  1. Open Library Master, Setup menu, System Configuration.
  2. Select the Preferences tab.
  3. Select Enable Auto-Complete to turn it on, or clear it to disable.
  4. Click Accept.

NOTE:

Enabling the option activates the Auto-Complete tab in User Maintenance. Disabling it hides this tab.

 

Enable or disable Auto-Complete for a user

Configure the feature for individual users:
  1. Open Library Master, Main menu, User Maintenance.
  2. Select the user logon.
  3. Click the Auto-Complete tab.
  4. Select the record types to enable:
    • Customer
    • Item
    • Vendor
  5. Click Accept.

Use Auto-Complete in entry fields

Follow these steps while entering data:
  1. Click a Customer No, Vendor No, or Item No field.
  2. Type part of a name or description.
  3. Review the matching records list.
  4. Continue typing to refine the results.
  5. Select the correct record.

NOTE:

You can still enter the full number or code directly.

 

Rebuild the search index for enhanced Auto-Complete

Run this utility to improve search results:
  1. Open Library Master, Utilities.
  2. Select Rebuild Search Index.
  3. Run the utility.

TIP:

Run this after updating customer, vendor, or item records to keep results accurate.

 

Troubleshoot missing Auto-Complete suggestions

If suggestions don’t appear, complete these steps:
  1. Ensure all users exit the affected company.
  2. Open Custom Office, Utilities, Update Custom Panels to Current Level.
  3. Select the module, task, company, and user.
  4. Click OK.
  5. Print or preview the Customizer Detail Report.
  6. Open Custom Office, Utilities, Rebuild Customizer Log.
  7. Click OK.
Note:

NOTE:

Use lookup to confirm records exist for Customer No, Vendor No, or Item No.

NOTE:

Use the respective lookup to search for Customer No, Vendor No, and/or Item No. Auto-Complete suggestions do not display when typing in Customer No, Vendor No or Item No information into those fields.

 

 

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