Sage 100 ERP Demo of the Custom Office Tasks – View CO Reports, Module Options and Sage 100 Support Overview Information

Business Information Systems is a Sage Authorized Partner, Sage Reseller, Sage Certified Consultant, support and solution provider for the sage 100 erp custom office module

Sage 100 ERP CO – Custom Office Demo & Overview

Introduction to Sage 100 ERP Custom Office Module

Sage 100 ERP Demo of the Custom Office Web Browser Edition – BIS Virtual Tour Navigator

This page includes overview information about each menu task in the custom office module that is accessible from the Sage 100 ERP main explorer menu and aided by an interactive virtual demo; Business Information Systems’ Virtual Tour Navigator. Clicking the thumbnails in each section opens the Sage 100 ERP virtual tour navigator. The clickable blue highlighted rectangles allows you to navigate to related screen panes in each Custom Office task in which you can experience what the Sage ERP accounting software suite is all about.

About Sage 100 ERP Custom Office

Custom Office is a business process productivity and customization tool for the Sage 100 ERP Suite. With Custom Office, you can change the appearance screens, add data fields, tables, and command buttons to your Sage 100 ERP business management system that allows for streamlining workflow processes. For example, by customizing the screen to ignore unused fields and adding fields typically found in a user side-process, e.g., spreadsheet, you can change the screens to follow the exact order of the fields you need for your information needs. You can also change the default field labels; for example, in a medical practice, it may be more appropriate to use “Patient” other than “Customer” or attach document to a record and require a password to access them.

sage 100 erp custom office module features and benefits Custom Office Features & Benefits

  • User-defined fields and tables allow you to add your own data fields or tables to the database even if you have little or no programming skills. These fields and/or tables seamlessly carry over to your reports, orders, invoices, screens, and are available for export using visual integrator or through the data only export found on preview/print dialog screens.
  • Expand the functionality of your system by adding command buttons to screens that will launch other business applications, Sage 100 ERP tasks, or execute script files that can contain simple to complex processes for automation using Visual Basic Script (.vbs) or Java Script (.js).
  • Improve processes throughout your company with an essential suite of business applications— Sage 100 ERP Custom Office. Custom Office enables you to make use of accounting and operational processes that are unique to your business and assemble the workflow processes into a business information system that meets your informational needs that are critical to your day-to-day decisions.

for quetions and more information on the sage 100 erp custom office module's features and benefits contact business information system a sage authorized partner reseller and software support providerQuestions? Contact BIS

For questions and more information on the Sage 100 ERP Custom Office module’s features and benefits, contact Business Information System – a Sage Authorized Partner, Reseller, Software Support, and Solution Provider.


Sage 100 ERP Custom Office Overview Support Information for the Main Menu Tasks

Details of Sage 100 Custom Office Main Menu

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sage 100 erp accounting software support provider for the custom office customizer selection task Custom Office Customizer Selection

The Custom Office Customizer Selection Task is used to select a panel to customize or to select a panel with existing modifications. You can delete and print customized panels..

click to view the sage 100 erp demo of the custom office csutomizer selection task View the Sage 100 ERP Demo of the Custom Office Customizer Selection Task.

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sage 100 erp accounting software support for the custom office user-defined field and table maintenance task Custom Office User-Defined Field & Table Maintenance

The Custom Office User-Defined Field and Table Maintenance Task is used to add or modify user-defined fields.

sage 100 erp support for custom office user defined field and table maintenance user support options User & Support Options

  1. You can edit and search for tables, as well as create and maintain user-defined tables (UDTs) for some modules.
  2. You create user-defined system tables that can be shared across multiple companies.
  3. You can also assign scripts to table events, as well as create and edit existing scripts.

sage 100 erp support for custom office user define field and table maintenance setup & integration options Setup & Integration Options

  1. Tables such as those that are for generating reports like AR Aged Invoice Report Work do not allow scripting events.

click to view the sage 100 erp demo of the custom office user defined field and table maintenance task View the Sage 100 ERP Demo of the Custom Office User Define Field & Table Maintenace Task.

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sage 100 erp accounting software support for the custom office user-defined script maintenance task Custom Office User-Defined Script Maintenance

The Custom Office User-Defined Script Maintenance Task is used to create, assign, and compile scripts for each of the table and column events.

sage 100 erp support for custom office user defined script maintenance user support options User & Support Options

  1. A single script can be tied to multiple events. For example, a script could be written to enforce a validation for an item code, which could then be attached to the item code column in Sales Order Entry, Invoice Data Entry, and Transaction Entry.
  2. Clicking Delete does not delete the script file, only its definition.

sage 100 erp support for custom office user defined script maintenance setup & integration options Setup & Integration Options

  1. Events can only be assigned to tables which have an assigned business object in User- Defined Field and Table Maintenance. These are typically tables that have an associated entry screen such as, AR Customer Master or SO Sales Order Header.
  2. Tables that are for generating reports such as, AR Aged Invoice Report Work, do not allow scripting events.
  3. Adding an external link button to a panel is still supported in Customizer Selection.

click to view the sage 100 erp demo of the custom office user defined script maintenance task View the Sage 100 ERP Demo of the Custom Office User Defined Script Maintnenance Task.

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Sage 100 ERP Custom Office Overview Support Information for the Reports Menu Tasks

Details of Sage 100 Custom Office Reports

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sage 100 erp accounting software support for the custom office customizer summary crystal report Custom Office Customizer Summary Report

The Custom Office Customizer Summary Report lists customized panels and can be printed for a selected module, company, or user. The report includes the name of the panel and description.

click to view the sage 100 erp demo of the custom office customizer summary report View the Sage 100 ERP Demo of the Custom Office Customizer Summary Report.

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sage 100 erp accounting software support for the custom office customizer detail report Custom Office Customizer Detail Report

The Customizer Detail Report prints detailed information for selected panels. The panel name, header settings, and settings for each control on the panel print on the report.

sage 100 erp support for custom office customizer detail report user support options User & Support Options

  1. You can print the Customizer Detail Report for a specific module, all modules, or all tasks.
  2. You can enter a selection of companies and users to print panel information for.

click to view the sage 100 erp demo of the custom office customizer detail report View the Sage 100 ERP Demo of the Custom Office Customizer Detail Report.

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Sage 100 ERP Custom Office Overview Support Information for the Utilities Menu Tasks

Details of Sage 100 Custom Office Utilities

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sage 100 erp software support for custom office rebuild customizer log file utility Custom Office Rebuild Customizer Log

The Custom Office Customizer Log Rebuild Utility is used to rebuild the Customizer Log file.

sage 100 erp support for the custom office rebuild customizer log file utility user support options User & Support Options

  1. The Customizer Log file should be rebuilt whenever you move or copy library files (files with a .LIB or .M4L extension) to or from any subfolder in the ..\XX\CUSTOM folder, where XX is the two-character code for a module.
  2. This utility is useful when you want to install customized panels from another installation.

sage 100 erp support for custom office rebuild customizer log file utility setup & integration options Setup & Integration Options

  1. During the rebuild process, the Customizer Log file (CM_LOG) is reinitialized, each module folder is checked for a CUSTOM subfolder, and each CUSTOM subfolder is checked for customized files.
  2. An entry is made in the Customizer Log for each .LIB and .M4L file found.

click to view the sage 100 erp demo of the custom office rebuild customizer log file utility View the Sage 100 ERP Demo of the Custom Office Rebuild Customizer Log File Utility.

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sage 100 erp accounting software support for custom office update custom panels to current level utility Custom Office Update Custom Panels to Current Level

Use Customizer Library Update Utility to merge changes from a customized panel with a new installed version of the software.

sage 100 erp support for custom office update custom panels to current level utility setup & integration options Setup & Integration Options

  1. During the update process, a new library file (a file with a .LIB or .M4L extension) is created for each customized panel based on the current library file in the module folder.
  2. The properties of each customized item are updated to the new library file, and the old customized library file is removed.

sage 100 erp custom office update custom panels to current level utility important information Important Information

  1. This utility should be used whenever a new version of the software is installed on your system.
  2. The Customizer Library Update Utility allows you to maintain the integrity of your system in the event that your customizations conflict with the new version of the software.
  3. Failure to perform the update process can cause the customized programs to perform unpredictably.

click to view the sage 100 erp demo of the custom office update custom panels to currnet level utility View the Sage 100 ERP Demo of the Custom Office Update Custom Panels to Current Level Utility.

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sage 100 erp accounting software support for custom office customizer export wizard Custom Office Customizer Export Wizard

The Custom Office Customizer Export Wizard helps you create a Customizer export file.

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sage 100 erp accounting software support for custom office customizer import wizard Custom Office Customizer Import Wizard

The Custom Office Customizer Import Wizard helps import customization created in another installation of Sage.

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Sage 100 ERP Custom Office Overview Support Information for the User Defined Table Listing Menu Tasks

Details of Sage 100 Custom Office User Defined Table Listing

You can customize your system by creating customized UDT. When you create user-defined fields (UDFs), you can validate them against the UDT file. You can also use UDT fields as data sources for other UDFs.

sage 100 erp accounting software support for custom office user defined table udt maintenance listing Custom Office User Defined Table (UDT) Listing

After you have created a user-defined table, you can enter information in the table for all user-defined fields added to the table. UDTs can be used to validate user-defined fields (UDFs) that have been added to panels. You can also use UDT fields as data sources for other UDFs.

sage 100 erp support for custom office create user defined table (UDT) utility setup & integration options Setup & Integration Options

  1. This procedure applies only to tables in some modules
  2. You must have already created the UDT to maintain. For more information, see User-Defined Table (UDT).
  3. You must add fields to the UDT before you can enter data for them. For more information, see User-Defined Field (UDF).

click to view the sage 100 erp demo of the custom office user defined table (udt) utility View the Sage 100 ERP Demo of the Custom Office User Defined Table (UDT) Utility.

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