Sage 300c Customization

Sage 300c provides the flexibility of Customization. Some examples of customization in Sage 300c include being able to rename labels, as well as the ability to hide fields and screens.

In this blog, I will be discussing three options that can be used to customize screens.

  1. Customize Navigation Menu: This provides you the flexibility to customize the screens that are available on the Customize Navigation Menu. For instance, the user can hide the A/R Invoice Entry web screen, the A/R Transactions category, or the Accounts Receivable module if needed.
  2. Customize Fields and Controls: This provides the flexibility of the fields that you would like to hide or rename in the Screen.
  3. Edit Columns: This option is available on all the Screens, which has List/Grid for example AP or AR Invoice Entry etc. It assists in hiding and rearranging the order of the fields in the list.

CUSTOMIZE NAVIGATION MENU

This is available under Administrative Services under the Customize Navigation Menu item. Sage 300c screens can be hidden or shown by company database according to the selections you make on the Customize Navigation Menu screen.

Sage 300 Classic Desktop Screen can be hidden and shown based on user authorizations and security groups

Please Note

  • Using the Customize Navigation Menu to hide or show a web screen has no effect on the corresponding desktop screen
  • Only the Sage 300 Admin User has access to the to change the settings 

CUSTOMIZE FIELDS AND CONTROLS

In Sage 300c you have the option of customizing the fields and controls. This can be achieved by clicking the Customize Tab in the Options Tab in the Right-Corner of the page.

Select Customize where you can

  • Show/Hide Fields
  • Customize or Change the Label Names

To achieve the above task:

  • Create a UI Profile for instance (Manager). You can create a profile either from the Administrative Screen in UI Profiles or directly from the Customize Tab.
  • Assign Users to this profile

 

Show/Hide Fields

To demonstrate this feature, I will select the example where the customer does not want to see the Territory in their AR Customer and would like to hide the field

Here is how:

  • Select the Customization ID or you can add the Customization ID: Manager
  • Select the UI Profiles: Manager
  • In the Customize column, untick the Show (Address_Territory) and save the Customization

Once the change is made and saved, exit and log back to Sage 300. You will not be able to see the Territory Field. 

Customize or Change the Label Names

This is similar to the Show\Hide Fields customization I covered earlier. In the Option menu, in Customize tab: 

  • Select the Customization ID (Manager)
  • Select the UI Profile 

For example, let’s say you would like to see the (Customer_CustomerNumber) label as Client ID instead of Customer ID and the (Data_CustomerName) to be Client Name instead of Customer Name. The label title can be changed to reflect that in the Text Column.   

 

Once the changes are saved, log out and then back into Sage 300c. These changes will be reflected in the screen.

EDIT COLUMNS

The Edit Column option is available on all the Screens, which has List/Grid for example AP or AR Invoice Entry etc. It assists in hiding and rearranging the order of the fields in the list.

For instance, in my AR Invoice Entry Screen, I would like to hide the UOM and rearrange to see the Item Number before the Description. 

Here’s how:

Untick the UOM and drag and drop the Item Number above the Description. Then click Apply.

 

These customizations provide you with the flexibility to edit, rename, and hide the Sage 300c fields.

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