How to create User Defined Fields (UDFs) in Custom Office
How to create a User Defined Field (UDF) for existing standard Sage 100 data tables via the Custom Office module
Use caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions. Sage Customer Support does not provide assistance for issues related to third party products or enhancements, hardware, report customizations, state or federal tax-related questions, or specific accounting questions.
Use Customizer (the Custom Office module) to create UDFs (user-defined fields). UDFs can be used to record information about customers, vendors, or any other data that may not be provided by the standard Sage 100 program.
- Open Custom Office, Main menu, User-Defined Field and Table Maintenance.
- Expand the module folder.
- Select the table (entity), and click the Edit Fields button.
- Click the Add button.
- In the Add Field window, enter the field name and description.
- Select an object type, and specify the UDF attributes.
- Click the Validation tab, and enter data validation types if desired. Click OK.
- In the User-Defined Fields window, Click OK.
- Click OK at the message to update the ODBC data dictionary and UDF data files.
Caution: When a UDF is created, the field is created for the table in all company codes. If you set a User-Defined Field as Required, then it will be a required input value in all company codes. If users cannot set a value (such as when entering a sales order or creating an item) because that field is not added to the task window or panel or tab for them to enter a value for the UDF, they will get an error message when attempting to save or Accept.
Note: For existing Business Framework tables, user-defined fields are added to the tables. Not all tables can have user-defined fields created for them.
Note: For more information, use the “How Do I” help within Sage 100.
If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.