You can create advanced settings for standard
Sage 100 fields, including the options of changing all
entries at the field to uppercase and requiring an entry in the
field. You can also define validation, select a default value,
or validate the field against a user-defined table (UDT).
Customizations can be applied to all users,
all companies, individual users, and/or individual companies.
You can create multiple advanced settings for a single field,
allowing you to customize settings by user and company.
Before
You Begin
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Advanced
field settings can be created only for tables in modules
other than Job Cost, Material Requirements Planning, Payroll,
TimeCard, and Work Order.
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The attributes
that can be modified for a field depend on the field,
user, and company selected.
For more information, see Customizing
Advanced Field Settings.
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For user-defined
fields (UDFs), you can define advanced settings for individual
users and companies only. Access User-Defined Fields to
modify these settings for all users and all companies.
For more information, see User-Defined
Fields.
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After
an advanced setting has been saved, the user and company
selected for the setting cannot be changed to another
user or company.
To create or maintain advanced field settings
-
Select Custom Office Main
menu > External
Link Definition.
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Select the module and table
to define field settings for, and then click the Advanced Field
Settings button.
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In the Advanced
Field Settings window, to create a new advanced setting for
a field in the selected table, click Add. To modify an existing
setting, select the setting and click Edit.
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In the Advanced
Field Settings - Add/Edit Field window, in the Field field, select the field to create the setting for.For more information, seeAdvanced
Field Settings - Add/Edit Field - Fields.
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In the User and Company fields,
select the user and company the setting will apply to.
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On the Attributes tab, select
the appropriate attributes for the field. Select the Uppercase
check box to change all entries in the field to uppercase. Select
the Required check box to require an entry in the field.
Note If a lock
button appears next to any field in this window, the field is not
available due to one or more restrictions based on the field, user,
or company selected. Click the button or hover your cursor over the
button to view details regarding the restriction.
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Click the Validation tab.
At the Validation field, enter the appropriate validation criteria.
You can enter a range of entry values, enter a list of values,
or validate the field against a UDT.
For more information about validating against a UDT, see Validate
a Standard Field Against a User-Defined Table.
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In the Default Value field,
enter a default value to appear for the field. Click OK.
The changes you made are automatically saved
and updated to the field.
