How to customize and create look-ups in Sage 100 -Part 2

By | March 28, 2014

In our previous blog,we discussed about creating a custom view in Sage 100.Now let’s see how to add fields in custom lookup and use them on Sage 100 master’s screens.

This screen also gives us an option to create a custom field by processing the New Field Button and adding desired field. We can use existing fields to calculate data for the new field if desired. For example, we could add a field that shows the past duet amount for the customer. For this we would click on the New Field button and give this new field a name. Then with the help of the Calculated Field Builder we can select the fields and operators to be included in the calculation.
At this point we may Click Next to define additional settings, or click Finish if customizing the view is done.
Using the third Lookup Customization Wizard page, we add, delete, or modify filters.
For example, we could select to see only customers that have Email Id, Name or Customer Number as defined in the filter.
In the final Lookup Customization Wizard page, we make all final changes to the Lookup view. If we require loading data in the lookup at run time, Initial Display needs to be checked. Using the Default Search Column field, we select a default field to appear at the Search field in the lookup window.
Once the customization is finished, we can see the Customized lookup by selecting the new View.  The screen provides an option to print the lookup listing by selecting the printer icon in the lower right corner and to export the lookup listing to Excel by press the Excel icon in the lower right corner.
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