Customizing Advanced Field Settings

                      

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For standard Sage 100 fields, the Advanced Field Settings window allows you to maintain field attributes and field validation. Advanced settings for standard fields can be defined by user and company, enabling you to create settings for all users, all companies, individual users and/or individual companies. For user-defined fields (UDFs), you can create advanced settings in Advanced Field Settings only for individual users and/or companies. You can modify UDF settings for all users and all companies in User-Defined Fields. For more information, see User-Defined Fields.

Advanced Field Settings allows you to maintain the following field settings:

  • Uppercase – You can select to change entries in the field to all uppercase, or allow lowercase and mixed case entries. This attribute can be modified only for all users and all companies, and only if this attribute is not selected for the field by default. For a UDF, this attribute can be modified only in User-Defined Fields.

  • Required – You can require an entry in the field. This attribute can be modified only for all users, and only if this attribute is not selected for the field by default.

Note When the Required attribute is selected in a field using Custom Office User Defined Fields in User Defined Field and Table Maintenance, the attribute always applies to all users and companies whether or not the UDF has been added to the library. Advanced Field Settings in User Defined Field and Table Maintenance always applies to all users but can be applied to a specific company.

If the Required UDF is not used for all companies and you are utilizing auto generate features for sales orders and invoices, a default value must be assigned. The default value will populate the Required UDF automatically. A blank value for a required field is not allowed.

  • Default Value – You can select a default value to appear in the field. This field displays any default values for the field, as well as the values entered in the List of Values field that conform to the field type and length.

Note In some situations, the program design may override the default value entered in Advanced Field Settings.

  • Range of Values – You can enter a range of valid entries for the field. Values must conform to the field type and field length. This attribute can be modified only if there is no default range predefined for the field.

  • List of Values – You can enter a list of valid entries for the field. Values must conform to the field type and field length. This attribute can be modified only for all users, and only if there is no default list predefined for the field.

Expand or collapse item Value Formats by Field Data Type

The format of the values you can enter for a field depends on the field data type and the maximum length of the field, as follows:

 

Field Type

Value Format

Date

All values must be entered as YYYYMMDD (four-digit year, then two-digit month, then two-digit day).

String

Any combination of alphanumeric characters can be entered, up to and including the maximum field length.

Numeric

Any combination of numeric characters can be entered, up to and including the maximum field length.

 

  • User-Defined Table (UDT) validation – You can validate the field against a UDT if the UDT key field length is the same as the length of the field selected. UDT validation can be set only for all users and all companies, and only if the field does not already validate against another table by default. For UDFs, UDT validation can be set up only in User-Defined Fields. For more information, see Validate a Standard Field Against a User-Defined Table.