| | Create User-Defined Fields (UDFs) in Custom Office |
| Description | You can create a UDF to have extra fields to record extra information. You can also use these fields as selection criteria for reports and forms. |
| Resolution |  NOTE: These steps require the Custom Office module application (also called Customizer). Some Sage 100 installations don't include this module.
- The Custom Office marks the User-Defined Fields as Required, and apply to all company codes. All companies will prompt for the field input.
- To apply for one user or one company only, right-click the table in User-Defined Field and Table Maintenance. Select Advanced Field Settings and choose the appropriate settings.
Follow these steps to create UDFs in the Custom Office: - Open Custom Office, Main menu, then select User-Defined Field and Table Maintenance.
- Expand the module folder.
- Select the table, click Edit Fields.
- Click Add.
- In Add Field, enter the field name and description.
- Select object type, specify UDF attributes.
- NOTE: For numeric fields allowing negative, start the mask with a hyphen (For example: -#,###,###,###.00)
- Click Validation tab, enter validation types if needed, click OK.
- NOTE: Don't use commas in value; they act as separators.
- In the User-Defined Fields window, click OK.
- Click OK to update the ODBC data dictionary and UDF data files.
 CAUTION: For existing Business Framework tables, you can add UDFs to the tables. Not all tables can have user-defined fields created for them.
NOTE: Avoid using a Business Object to copy a standard field into a UDF on the same table. A UDF can't use its own table as a data source. Use the standard field instead. For example: You can't copy the CustomerNo field from AR_Customer into a UDF.
[BCB:155:Chat 100 US:ECB] |
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