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  • SageCRM - Create Script in a field definition of a screen - What set of variables/functions can be used?

    When I use a 'Create Script' on a field in a screen I can set a number of variables: Hidden (eg. Hidden=true;) AllowBlank (eg. AllowBlank=false;) DefaultValue (eg. DefaultValue="Active";) Or even functions: eg. RemoveLookUp("Inactive"…
  • Help Needed to Improve User Experience on Company Entry Screen

    Hi community, I've noticed an issue with the layout of the fields on our company entry screen. The fields are placed at the edges (almost!) of the screen, which doesn't seem user-friendly. I understand that these settings might not be adjustable by…
  • Is it possible create new keyboard shortcuts in Sage?

    I was asked about a shortcut to print a screen array to an Excel export, instead of the user having to click "Excel Export". Thanks, Zoey
  • SAGE 300 EMAIL INTEGRATION

    Hello everyone, How can I configure email on SAGE 300 under the company profile to invoke the a clients outlook such that also the sent statements are stored on the sent folder in the clients Outlook? I'm using SAGE 300 2022.
  • Azure VBS script makes active x error

    I used a VBS script to login to Sage300 with task scheduler this technique has worked for many sites and many years Client went to Azure hosting and now...... this line: Set Signon = CreateObject("A4wSignonMgr.AccpacSignonMgr") Makes this :…
  • Home Pages - Process flow

    Hi folks! I am working on landing pages and I am still not getting this right. Has anyone been able to customize pages? I would like to make this visible in my Test Page
  • How to call action flags in "Standard Processing" types of functions - FUNCLEAR (Close & Reopen Purchase Orders)

    Hello! I've added a field, ZMNSTA, to the CLE2 (Close & Reopen Purchase Orders) screen, in order to display a custom field from ITMMASTER for each product. However, upon entering my code into SPECLE2, it seems that no actions are being called at all…
  • Creating AR Aging in Sage Intelligence Sage 100 Advanced

    We need a multi company Aging Report and want to create it in Sage Intelligence reporting. I am assuming I cannot use the A/R Aging work file as it only works when run in Providex. Right? I did try that file in SI and came up with no data. I am not surprised…
  • can you update customer id in crm

    with so many companies buying/selling to one another, is it possible to update the customer id in crm that coincides with the id in MAS Sage
  • Build Custom Explore Views?

    Is there a way to build custom explore views. For example, If I go into Business Insights > Explorer am I able to create one of those views from scratch?
  • Making an Explore view a shortcut

    I am wondering if there is a way to make a custom view from the business insights explorer a shortcut within the Explore Tab? am I able to put a custom view in here somehow as a shortcut?
  • Filter by date dashboard

    We have a table with yearly accumulated data and I would like to be able to filter it by date to show me the accumulated data from previous years up to today (to make a comparison with the current year). How can I do this?
  • Use table from another folder

    Hello everyone In X3 documentation it is described that it is possible to use a table from Folder A in Folder B. https://lvexpertisex3.com/x3help/ENG/V7DEV/4gl_file.html I tried it like this: Unfortunately it doesn't work with the period between…
  • Call script method from another folder

    Hello folks Is there any way I can call in folder A a method from a script in folder B? Something like this? I'm writing an entry point which must be written in X3 folder. We have library scripts in not X3 folder. Instead of copying those library…
  • Company Copy | Customized Fields not copying over

    We are attempting to copy over all of our customized to fields from a test company to a brand new company. Is there an easy way to copy over the customized fields and panels while creating the company?
  • Entry point not called

    Hello everyone I try to implement the entry point https://online-help.sageerpx3.com/erp/12/wp-static-content/static-pages/en_US/OBJ/ADC_SERVEUR.htm#APE_30_10 with action REQUETE. I created the entry point and the processing script in the X3 folder…
  • Customizations in X3 folder

    Hello everyone We sometimes have problems when a batch job runs more than once. In order to prevent this we want to use the entry point SERVEUR with action REQUETE https://online-help.sageerpx3.com/erp/12/wp-static-content/static-pages/en_US/OBJ/ADC_SERVEUR…
  • 404 not found error when creating new request object

    In code block below I am getting a 404 error when creating the request. I assume i need to provide the full path but can't find the documentation as to what that path is. This began with the lastest patch level. It worked as is before this. Anyone…
  • Creating Group With Checkbox Field In Search Criteria

    Hi there, I have recently added a checkbox field to the person entity which acts as a flag to indicate a person is eligible for an upcoming MailChimp campaign. When creating a group for sending to MailChimp, if I add the checkbox field to the search…
  • Created field not shown

    I just created a field (Sector 1) in "Company" and it doesn't appear, why is that?
  • UDT in AP Invoice detail

    I've created a UDT in AP. Populated the data and then created a UDF in AP Invoice Detail. The Code field appears from the table but i cannot select it. what needs to be changed? UDT AP Invoice Detail UDF in AP Thanks for your assistance…
  • unable to install custom module on older version

    Hi all, I have a custom module ID that I have create, build, and copied to sage300 installation folder. The module ID only consist of dll to create flat view. I am able to activate it on Sage 300 v70a. then I want to install it on test server with v69a…
  • CRM Self Service Demo Redirects to Blank Page after Login

    Hi everyone, upon successful logging into the self service website, it redirects me to a blank webpage instead of the home page. Likewise, when I try to access the home page via the menu/address bar while I am logged in, I get redirected to a blank page…
  • using CRM.FindRecord is there a way to request only certain fields?

    So the issue is that say the communications table is very large (which it is on a lot of production systems) and even though it is indexed using findrecord is slow as its does a select * when i really only need a few fields. I want to use FindRecord…
  • custom field

    Need help with new custom field formula. I create custom field "Net Available Stock" I have added the custom field to below screens, functions. now I need the field to work accordingly. I create a custom script for net availability and still having…