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This presentation was the topic of the Houston, San Antonio, Denver and Honolulu Sage 100 ERP (formerly MAS 90 & MAS 200) User Group Meetings held throughout March 2014. During the user group we discussed the reasons we customize using Sage 100, the benefits of the Custom Office Module, a review of the key concepts and terms, and how to find examples of VBScript. Then to top things off we ended by covering come of the newest features in Sage 100 and covered some tips & tricks. For more information about Sage 100 for your company, training, consulting, or joining one of our User Group Meetings visit http://www.bcsprosoft.com/sage-100.
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Sage 100 ERP (MAS 90 & MAS 200)
User Group Meeting
March 2014
Agenda
• Greeting and Introductions• Lunch• All Things Custom Office• Tips and Tricks• Q&A• Adjournment
The Reasons We Customize
• Tailor system to organizational needs• Change to fit user specific needs (i.e.
tab stops)• Utilize familiar terminology
Benefits of Custom Office
• Menu driven functions that do not require programmer
• Lower cost• Easier to upgrade than a custom
modification.
A Review of Key Concepts and Terms
• UDF – User Defined Field. • UDT – User Defined Table. • UDS – User Defined Scripts. • UI – User Interface. This refers to Sage
entry screens• API – Application Programming Interface. • Business Rules – validations that are
enforced to ensure proper data is written to a table.
A Few Possibilities
• Change Tab Stops and Hide Fields on screens
• Create User Defined fields and add them to screens and reports
• Create User Defined Tables to store data or to validate against
• Add buttons to launch programs or tasks• Create scripts that can run processes
without user intervention.
Examples• Add a User defined field to Sales Order Entry and to the Sales
Order work file• Hide a field on an existing panel and change the tab stop• Add a Link to a Dialogue box• Create a new panel in AR to store udf’s.• Add a button for a multimedia link to an inventory item to view a
video or listen to an audio file.• Create a link to push data from customer maintenance to
Microsoft Word • Add an additional level of security to data entry tasks and screens
using a vb script
Recap
• UDF’s within existing MAS 90/200 tables• Data flow through the framework• Standard Screen Customization, to add new
fields• Scripting
How to Find Examples for VBScript
• Google is your friend!!– How to read a CSV file? Google “VBScript how
to read a csv file”– Interested in creating an Excel spreadsheet?
Google “VBScript how to create an Excel file”– Want to know how to interface with outlook?
Google “vbscript how to invoke outlook”
Tips and Tricks
Add a custom button to the Sage 100 Menu
Using FIND in Business Insights Explorer
A/P Posting Comments in General Ledger
Cash Flow Reporting
The shamrock, a symbol of Ireland, has how many clovers?
2
3
4
5
Trivia
Once in a blue moon
Travel overseas
Green with envy
Decipher the following Pictograms
Please Note
• Sage 100 v2014 General Release March 5• Customer webcasts in March and April TBA• Check with your Account Manager for assistance
with downloading and installing
Questions?
