Summary

How to create a user defined (UDT) and enter or maintain table data fields and rows via the Custom Office module in Sage 100.

Backup Warning

Use caution when working with below product functionality. Always create a backup of your data before proceeding with advanced solutions. If necessary, seek the assistance of a qualified Sage business partner, network administrator, or Sage customer support analyst. 

Support

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Resolution

Note: This requires use of the Custom Office module application (also known as Customizer). Not all installations of Sage 100 include this module.

Note: This is considered customization. Using the Custom Office application module requires knowledge and familiarity. Sage 100 Customer Support does not assist in creating customizations and may not be able to troubleshoot or resolve errors or issues that may arise from customizations (this also applies to custom scripts). If you encounter an error or issue, you may have to delete or remove the customization and start over. Therefore, you may want to get assistance from your local Sage business partner or a qualified consultant. There is also Customizer training available on Sage University (www.sageu.com).

Use Customizer (the Custom Office module) to create UDTs. UDTs can be used to create tables for various modules. UDTs are sometimes used to extend the capabilities of drop-down, validation lists for User-Defined Fields (UDFs).

To create a new user-defined table (UDT):

  1. Open Custom Office, Main menu, User-Defined Field and Table Maintenance
  2. Add a User-Defined Table by one of the following methods:
    • Right-click a specific module application folder (e.g. Accounts Payable or Sales Order) and select Add a User-Defined Table
    • Click on a specific module application folder (e.g. Accounts Payable or Sales Order) and click the Add a User-Defined Table… (grid button)
  3. For Table Name, enter a short, unique for the user-defined table (UDT)
    • Note: The program will add “XX_UDT_” to the name.
    • Example: “TEST” becomes “AP_UDT_TEST
  4. For Description, enter a brief description for the UDT
  5. For Key Field information for the UDT, which will be used as the unique and primary field identifier for storage, sorting, and searching, enter:
    • Key Field Name
    • Key Field Description
    • Key Field Length
  6. Click OK to save
  7. In the User-Defined Fields window that appears, add additional user-defined fields (UDFs) if desired.
    • Note: For more information on creating UDFs, see the Related Resources section below.
  8. Click OK in the User-Defined Fields window
  9. Click OK when prompted with “Changes have been made to the user-defined fields for the <XX Name> [UDT] table. The data dictionary and the UDF data files must be updated to reflect the changes” (where “XX” is the module application and “Name” is the name of the UDT)
  10. Click Close to exit User-Defined Field and Table Maintenance

To Maintain UDT Data for a new user-defined table (UDT):

  1. Open Custom Office, Main menu, User-Defined Field and Table Maintenance
  2. Expand the module folder for the application module where the user-defined table (UDT) exists (e.g. Accounts Payable or Sales Order)
  3. Right-click the specific UDT (e.g. <XX Name>  [UDT], where “XX” is the module application and “Name” is the name of the UDT)
  4. Select Maintain UDT Data
  5. Enter or maintain Key Field and any other column values in the User-Defined Table Maintenance window, and enter or maintain multiple rows if needed
  6. Click Accept to save and exit the window
  7. Click Close to exit User-Defined Field and Table Maintenance