{"id":12,"date":"2014-03-28T07:06:00","date_gmt":"2014-03-28T07:06:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagemas\/?p=12"},"modified":"2024-06-25T05:39:07","modified_gmt":"2024-06-25T05:39:07","slug":"how-to-customize-and-create-look-ups-in-sage-100-part-1","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/","title":{"rendered":"How to customize and create look-ups in Sage 100 -Part 1"},"content":{"rendered":"

Most of the data entry screens in Sage 100 ERP contain a lookup option for various fields which can be identified by a magnifying-glass. If we select the magnifying-glass lookup icon, we will be able to scroll through a listing of all our records and data. For example, Customer Maintenance contains a lookup for the customer number, customer name, zip code and phone number etc.<\/p>\n

\"Customer<\/a><\/p>\n

<\/div>\n

While creating a lookup view, we can define the view as default, add, remove, or modify fields in the lookup, add or remove filters, as well as define several other settings. If we need something that we don\u2019t see in the list, it can be created as new fields using simple arithmetic functions. This can even be reset, modified or deleted at any time.<\/p>\n

Procedures for creating custom lookups<\/span><\/strong><\/p>\n

For customizing our Lookup panel, we would require following few simple steps. They are as mentioned as below. While in the lookup window we click Custom button and navigate to the Lookup Customization Wizard page.<\/p>\n

\"Customer<\/a><\/p>\n

<\/div>\n

On the Lookup Customization Wizard page, at the View field, we select Create a new view and enter a description for the new view. If we want to customize a previous look up created, we select the existing view to modify it. As soon as a view is entered or selected, NEXT button gets enabled. We shall process it to navigate to the second screen.<\/p>\n

<\/div>\n

\"Lookup<\/a><\/p>\n

<\/div>\n
\n

In the second Lookup Customization Wizard page, we get an option to add, remove, modify, or reorganize the fields for the lookup view in the Selected Columns list box. We can move them to the Selected Column portion of the screen by double clicking or by highlighting and clicking the arrow which points to the right. We can also change the order that the columns display by selecting the icon at the bottom of the screen (near the Modify button) to move an item up or down in the list. It should be noted that the first column Highlighted in red and indicated by an asterisk (*) in the Selected Columns list box cannot be removed; however, it can be modified. Linked files from modules that are not activated also appear in the Available Fields field but you may not have access to them.<\/p>\n

In our next blog Part-2<\/a>, we will see how to add Sage 100 fields in above-created custom view and use on Sage 100 master screens.<\/p>\n<\/div>\n

\n

For more\u00a0information, contact us at\u00a0erpmig@greytrix.com<\/a><\/p>\n<\/div>\n

About Us<\/strong><\/p>\n

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a>\u00a0have some unique solutions of\u00a0Sage 100 integration with Sage CRM<\/a>,\u00a0and Salesforce.com\u00a0<\/a> along with Sage 100 Migration from Sage 50 US, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class\u00a0Sage 100 customization and development services\u00a0<\/a>to Sage business partners, end users, and Sage PSG worldwide.<\/p>\n

For more details on Sage 100 Services, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n

\u00a0<\/span><\/div>\n","protected":false},"excerpt":{"rendered":"

Most of the data entry screens in Sage 100 ERP contain a lookup option for various fields which can be identified by a magnifying-glass. If we select the magnifying-glass lookup icon, we will be able to scroll through a listing of all our records and data. For example, Customer Maintenance contains a lookup for the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":178,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[47,74,124,175],"tags":[386,387,388],"class_list":["post-12","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-custom-lookup","category-erpmig","category-mas90","category-sage-100","tag-sage-100-customization","tag-sage-100-erp","tag-sage-100-erp-development"],"yoast_head":"\nPart 1: Customizing and Creating Look-Ups in Sage 100<\/title>\n<meta name=\"description\" content=\"Understand how to access the Lookup Customization Wizard webpage.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Part 1: Customizing and Creating Look-Ups in Sage 100\" \/>\n<meta property=\"og:description\" content=\"Understand how to access the Lookup Customization Wizard webpage.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/\" \/>\n<meta property=\"og:site_name\" content=\"GUMU\u2122 Integrations \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-03-28T07:06:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-25T05:39:07+00:00\" \/>\n<meta name=\"author\" content=\"greysagemas\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagemas\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/\",\"name\":\"Part 1: Customizing and Creating Look-Ups in Sage 100\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/#primaryimage\"},\"thumbnailUrl\":\"\",\"datePublished\":\"2014-03-28T07:06:00+00:00\",\"dateModified\":\"2024-06-25T05:39:07+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#\/schema\/person\/b57e6e3564a12ef62967850ae0416728\"},\"description\":\"Understand how to access the Lookup Customization Wizard webpage.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/#primaryimage\",\"url\":\"\",\"contentUrl\":\"\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to customize and create look-ups in Sage 100 -Part 1\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/\",\"name\":\"GUMU\u2122 Integrations \u2013 Tips, Tricks and Components\",\"description\":\"Welcome to the GUMU\u2122 blog, your one-stop source to gain all the insights on seamless integration solutions for ERP and CRM systems. Developed by Greytrix, GUMU\u2122 is a powerful integration platform that bridges the gap between your business applications. Whether you\u2019re looking to integrate a CRM (Salesforce, Dynamics 365 CRM, and Sage CRM) or an ERP (Sage ERP, Acumatica) with each other or any other third-party application, GUMU\u2122 is a robust and reliable integrator tailored to your unique needs. Join us as we explore the abilities of GUMU\u2122 and learn how it transforms your integration experience. \",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#\/schema\/person\/b57e6e3564a12ef62967850ae0416728\",\"name\":\"greysagemas\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagemas\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/author\/greysagemas\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Part 1: Customizing and Creating Look-Ups in Sage 100","description":"Understand how to access the Lookup Customization Wizard webpage.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/","og_locale":"en_US","og_type":"article","og_title":"Part 1: Customizing and Creating Look-Ups in Sage 100","og_description":"Understand how to access the Lookup Customization Wizard webpage.","og_url":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/","og_site_name":"GUMU\u2122 Integrations \u2013 Tips, Tricks and Components","article_published_time":"2014-03-28T07:06:00+00:00","article_modified_time":"2024-06-25T05:39:07+00:00","author":"greysagemas","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagemas","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/","url":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/","name":"Part 1: Customizing and Creating Look-Ups in Sage 100","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/#primaryimage"},"thumbnailUrl":"","datePublished":"2014-03-28T07:06:00+00:00","dateModified":"2024-06-25T05:39:07+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/#\/schema\/person\/b57e6e3564a12ef62967850ae0416728"},"description":"Understand how to access the Lookup Customization Wizard webpage.","breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/#primaryimage","url":"","contentUrl":""},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/28\/how-to-customize-and-create-look-ups-in-sage-100-part-1\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagemas\/"},{"@type":"ListItem","position":2,"name":"How to customize and create look-ups in Sage 100 -Part 1"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagemas\/","name":"GUMU\u2122 Integrations \u2013 Tips, Tricks and Components","description":"Welcome to the GUMU\u2122 blog, your one-stop source to gain all the insights on seamless integration solutions for ERP and CRM systems. Developed by Greytrix, GUMU\u2122 is a powerful integration platform that bridges the gap between your business applications. Whether you\u2019re looking to integrate a CRM (Salesforce, Dynamics 365 CRM, and Sage CRM) or an ERP (Sage ERP, Acumatica) with each other or any other third-party application, GUMU\u2122 is a robust and reliable integrator tailored to your unique needs. Join us as we explore the abilities of GUMU\u2122 and learn how it transforms your integration experience. ","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagemas\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/#\/schema\/person\/b57e6e3564a12ef62967850ae0416728","name":"greysagemas","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagemas\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagemas"},"url":"https:\/\/www.greytrix.com\/blogs\/sagemas\/author\/greysagemas\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/posts\/12","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/comments?post=12"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/posts\/12\/revisions"}],"predecessor-version":[{"id":4681,"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/posts\/12\/revisions\/4681"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/media?parent=12"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/categories?post=12"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-json\/wp\/v2\/tags?post=12"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}