{"id":15696,"date":"2017-04-28T06:52:30","date_gmt":"2017-04-28T06:52:30","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=15696"},"modified":"2023-09-27T05:45:55","modified_gmt":"2023-09-27T05:45:55","slug":"how-to-hide-sage-300-web-screens-using-ui-profiles","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/04\/28\/how-to-hide-sage-300-web-screens-using-ui-profiles\/","title":{"rendered":"How to hide Sage 300 Web Screens using UI Profiles"},"content":{"rendered":"\n<p>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.<\/p>\n\n\n\n<p><strong><em>New Stuff: <\/em><\/strong>&nbsp;<a rel=\"noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/04\/26\/pending-po-grn-report\/\" target=\"_blank\">Extract Pending PO &amp; Pending GRN Report from single screen<\/a><\/p>\n\n\n\n<p>UI profiles allows the user to customize the standard screens for particular users depending on the need and the permission.<\/p>\n\n\n\n<p><strong>Following are the steps to restrict user to access\/view some fields in the web screens:<\/strong><\/p>\n\n\n\n<p>1. Open the O\/E Order Entry screen that is available under menu \u201cOrder Entry\u201d. We have currently logged the user with ADMIN and created an order. As we can see that the \u201cEntered By\u201d field shows the \u201cADMIN\u201d as highlighted.<\/p>\n\n\n\n<p>2.Click on the \u201ccustomize\u201d under Options.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/OE-Entry-Screen-with-Entered-By-Field.jpg\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/OE-Entry-Screen-with-Entered-By-Field.jpg\" alt=\"Order Entry Screen with Entered By Field\" class=\"wp-image-15697\" title=\"Order Entry Screen with Entered By Field\"\/><\/a><\/figure><\/div>\n\n\n\n<p><br>3. We will have the below screen after clicking on customize. We will need to create the \u201cCustomization ID\u201d, \u201cUI Profiles\u201d and uncheck the fields that needs to be restricted (Ex.: Entered By Label and Textbox) and Save the customization ID using Save button.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/Customize-Screen.jpg\"><img fetchpriority=\"high\" decoding=\"async\" width=\"904\" height=\"579\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/Customize-Screen.jpg\" alt=\"Customize Screen in SAGE 300\" class=\"wp-image-30024\" title=\"Customize Screen in SAGE 300\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/Customize-Screen.jpg 904w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/Customize-Screen-300x192.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/Customize-Screen-768x492.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/Customize-Screen-660x423.jpg 660w\" sizes=\"(max-width: 904px) 100vw, 904px\" \/><\/a><\/figure>\n\n\n\n<p><br>4. We need to create UI profile that will be assigned to the Sage User and will apply the Customization ID.<\/p>\n\n\n\n<p>Assign the user for the Profile ID. We have assigned the USER1 for Profile ID \u201cORDER\u201d<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/UI-Profiles-Assign-Users.jpg\"><img decoding=\"async\" width=\"953\" height=\"413\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/UI-Profiles-Assign-Users.jpg\" alt=\"UI Profiles to Assign Users\n\" class=\"wp-image-30026\" title=\"UI Profiles to Assign Users\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/UI-Profiles-Assign-Users.jpg 953w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/UI-Profiles-Assign-Users-300x130.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/UI-Profiles-Assign-Users-768x333.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/UI-Profiles-Assign-Users-660x286.jpg 660w\" sizes=\"(max-width: 953px) 100vw, 953px\" \/><\/a><\/figure>\n\n\n\n<p><br>Assign the Customized Screens for the Profile ID that needs for the selected users.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/UI-Profiles-Customized-Screens.jpg\"><img decoding=\"async\" width=\"1021\" height=\"470\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/UI-Profiles-Customized-Screens.jpg\" alt=\"UI Profiles for Customized Screens\n\" class=\"wp-image-30028\" title=\"UI Profiles for Customized Screens\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/UI-Profiles-Customized-Screens.jpg 1021w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/UI-Profiles-Customized-Screens-300x138.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/UI-Profiles-Customized-Screens-768x354.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/UI-Profiles-Customized-Screens-660x304.jpg 660w\" sizes=\"(max-width: 1021px) 100vw, 1021px\" \/><\/a><\/figure>\n\n\n\n<p><br>5. Now when we login the Sage 300 using the user \u201cUSER1\u201d for which the customization screen is applied, we can see that the \u201cEntered By\u201d label and the Textbox containing the information that has entered an order is not visible to the user.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/OE-Entry-Screen-without-Entered-By-Field.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"496\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/OE-Entry-Screen-without-Entered-By-Field.jpg\" alt=\"Order Entry Screen without Entered By Field - Sage 300\n\" class=\"wp-image-30030\" title=\"Order Entry Screen without Entered By Field\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/OE-Entry-Screen-without-Entered-By-Field.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/OE-Entry-Screen-without-Entered-By-Field-300x145.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/OE-Entry-Screen-without-Entered-By-Field-768x372.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2021\/08\/OE-Entry-Screen-without-Entered-By-Field-660x320.jpg 660w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p><br>So, UI Profiles is helpful when we want to restrict the Sage user to access\\view creating screen functionality in Sage 300 Web screens.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Greytrix<\/a>&nbsp;&#8211; a globally recognized and one of the oldest Sage Development Partners 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.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0offers unique <a href=\"https:\/\/www.greytrix.com\/gumu\/connectors\/\">GUMU&#x2122;<\/a> integrated solutions of\u00a0\u00a0<a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 <\/a>with Sage CRM,\u00a0Salesforce(listed on Salesforce Appexchange), Dynamics 365 CRM, and\u00a0Magento eCommerce,\u00a0along with Sage 300 Migration from\u00a0<a href=\"https:\/\/www.greytrix.com\/sage-300-erp\/\">Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business <\/a><a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Works<\/a>. We also offer best-in-class\u00a0Sage 300 customization and development services\u00a0and integration services for applications such as\u00a0<a href=\"https:\/\/www.greytrix.com\/sage-300-erp\/\">POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a>\u00a0and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using Data and web services to Sage business partners, end users and Sage PSG worldwide. <\/p>\n\n\n\n<p>Greytrix offers 20+ add-ons for Sage 300 to enhance productivity such as\u00a0GreyMatrix,\u00a0Document Attachment,\u00a0Document Numbering,\u00a0Auto-Bank Reconciliation,\u00a0Purchase Approval System,\u00a0Three-way PO matching,\u00a0Bill of Lading,\u00a0and\u00a0VAT for the Middle East. The GUMU&#x2122; integration for Dynamics 365 CRM \u2013 Sage ERP is listed on Microsoft Appsource with an easy implementation package. <\/p>\n\n\n\n<p>The GUMU&#x2122; 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. <\/p><p>For more details on Sage 300 and Sage 300c Services, please contact us at&nbsp;<a href=\"mailto:accpac@greytrix.com\">accpac@greytrix.com<\/a>, We will like to hear from you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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: &nbsp;Extract Pending PO &amp; Pending GRN Report from single screen UI profiles allows the user to customize the standard screens for particular users depending\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/04\/28\/how-to-hide-sage-300-web-screens-using-ui-profiles\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[1184,1189,2046,2424,2429,2522,2909,3047],"class_list":["post-15696","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-hide","tag-hide-sage-300-web-screens","tag-profiles","tag-sage-300-web-screens","tag-sage-300c","tag-sage300cweb","tag-ui-profiles","tag-web-screens"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to hide Sage 300 Web Screens using UI Profiles - 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