How to hide Sage 300 Web Screens using UI Profiles

By | April 28, 2017

We have seen that we have the UI Profiles in the standard Sage 300 for Desktop version, Sage has also provided the same feature in Web screens version 2017.

New Stuff:  Extract Pending PO & Pending GRN Report from single screen

UI profiles allows the user to customize the standard screens for particular users depending on the need and the permission.

Following are the steps to restrict user to access/view some fields in the web screens:

1. Open the O/E Order Entry screen that is available under menu “Order Entry”. We have currently logged the user with ADMIN and created an order. As we can see that the “Entered By” field shows the “ADMIN” as highlighted.

2.Click on the “customize” under Options.

OE Entry Screen with Entered By Field


3. We will have the below screen after clicking on customize. We will need to create the “Customization ID”, “UI Profiles” and uncheck the fields that needs to be restricted (Ex.: Entered By Label and Textbox) and Save the customization ID using Save button.

Customize Screen


4. We need to create UI profile that will be assigned to the Sage User and will apply the Customization ID.

Assign the user for the Profile ID. We have assigned the USER1 for Profile ID “ORDER”

UI Profiles Assign Users


Assign the Customized Screens for the Profile ID that needs for the selected users.

UI Profiles Customized Screens


5. Now when we login the Sage 300 using the user “USER1” for which the customization screen is applied, we can see that the “Entered By” label and the Textbox containing the information that has entered an order is not visible to the user.

OE Entry Screen without Entered By Field


So, UI Profiles is helpful when we want to restrict the Sage user to access\view creating screen functionality in Sage 300 Web screens.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix offers unique GUMU™ integrated solutions of  Sage 300 with Sage CRM, Salesforce.com (listed on Salesforce Appexchange), Dynamics 365 CRM and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using sData and web services  to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.