Included with Customization Manager Standard

A total of 26 of the customizations in our catalogue are included with the purchase of the Standard Edition of Customization Manager. There is no additional cost to use them.

Tailored customizations may require additional development and testing time to be adjusted to fit your specific requirements.

The following customizations are included with the Standard Edition:

Customer Inquiry Adjustment Reference packaged - included with Standard Edition

Add a new column to the Adjustments grid in the A/R Customer Inquiry Adjustments tab that displays the adjustment Reference.

This customization is a good example of a custom column that is populated with data looked up from a different view.

Order Number Column for A/P Invoice Entry tailored - included with Standard Edition

Add a column to the A/P Invoice entry screen that displays the O/E Order number associated with the entry. The Order Number is stored in an optional field and a finder provided in the grid to make selecting a valid order easy.

This customization is based on the Columns customization.

P/O Invoice Line Description to A/P videocam packaged - included with Standard Edition

When a new A/P Invoice Batch is created, if it was generated from P/O, copy the P/O Invoice line description to the A/P Invoice line comment.

A/P Tax Number Security packaged - included with Standard Edition

Add a new set of permissions that control access to the A/P Vendor Tax Number field. For users that are not allowed to edit the tax number, the field is disabled on the A/P Vendors screen.

In addition, for all A/P Payment Entries, the Reference field is disabled and used to store the user that last edited the entry.

Maintain A/R Price Lists per Customer-Item videocam description packaged - included with Standard Edition

The Maintain A/R Price Lists per Customer-Item customization enables Sage users to maintain custom per Customer, per Item, pricing. It can be used when Sage’s price list functionality is not available.

The customization comes with both a screen script, to automatically update prices as items are input into the AR Invoice entry scren, and an optional view script to update prices when invoices are input from other sources like import or EDI.

Bank Entry Approval Workflow cloud packaged - included with Standard Edition

Workflow to force approval for posting Bank Entries in the Sage 300 Bank Services module.

Batch Descriptions to G/L videocam cloud packaged - included with Standard Edition

Batch Descriptions to G/L copies batch descriptions from the source application, such as A/P or A/R, to the system generated batch description in G/L.

Add Columns to Grid cloud tailored - included with Standard Edition

Add new columns to just about any grid. Columns come in three general varieties: datasource columns, which add fields from a datasource that are not usually displayed; optional field columns, putting frequently used fields in the grid; computed columns, execute some logic to derive a value to display.

Order Number Column for A/P Invoice Entry, Customer Inquiry Adjustment Reference and Detail Optional Fields are built on this customization.

Complaint Form cloud tailored - included with Standard Edition

Introduce a new object, a Customer Complaint Form, to Sage. The form is used to collect information on returned or defective products. Each form is tied to an existing Customer and an Item. It captures the nature of the complaint, details, and an RMA number if required.

Built on Custom Table UI and integrates with Screen Permissions.

Custom Table UI description cloud packaged - included with Standard Edition

Add a Custom UI for any table. Allow access to custom tables without the need for the custom table editor.

Used as a base for customizations like the Complaint Form. Pairs seamlessly with Screen Permissions to provide permissions at the screen access or control level. Integrated with native screens using Callback Columns.

Embargoed Countries cloud tailored - included with Standard Edition

Enforce the use of valid country codes and disallow addresses in embargoed countries.

Field Level Security cloud tailored - included with Standard Edition

Add new permissions or logic to control access to any field in Sage based on the currently logged in user, document state (New, Posted, Processed) or field values, whether the user editing the document is the same as the user that entered it, or custom permissions.

For users that do not have permission to edit a field, the field is disabled or removed from the screen entirely.

A/P Tax Number Security and EFT File Permissions are built on this customization.

Grid Optional Field videocam cloud packaged - included with Standard Edition

A simple customization that adds an optional field to a grid. The field can be made either read-only or read-write. All changes to the grid are immediately applied to the optional field.

If the optional field has a validation list, a finder is provided in the grid and only valid values are allowed.

Item Ship-To Restrictions tailored - included with Standard Edition

The Item Ship-To Restrictions customization stops users from adding lines for items that cannot be shipped to the order ship-to location.

This customization provides fine-grained control, to the postal code, of which items can be shipped where. It contains a custom table that is managed by the user to define locations items are allowed to be shipped.

Order Line Ship-Via based on Vendor cloud packaged - included with Standard Edition

Automatically set the Ship-Via on an O/E Order line based on the item Vendor 1. Useful for automatically setting the ship-via for Inter-Entity items.

Force Create Invoice on O/E Shipments packaged - included with Standard Edition

Set and protect O/E Shipment Create Invoice for IET Customers.

Validate Country, State, Embargoes cloud packaged - included with Standard Edition

The Validate Country, State, Embargoes customization enforces the use of valid ISO-3166 Country and State codes in any address fields in Sage and stops addresses from being entered for embargoed countries.

Enforce ISO Country and State codes cloud tailored - included with Standard Edition

Enforce the use of ISO3166 country and state codes in any record.

Most Recent O/E Invoice videocam description packaged - included with Standard Edition

Display a prompt with the most recent O/E Invoice for a customer when the Customer field is set in a new order, asking the user whether to open the invoice in inquiry mode to view more details.

Update order line item categories. cloud packaged - included with Standard Edition

Update order line item categories based on header location.

Log O/E Picking Slip Print Events cloud packaged - included with Standard Edition

Log O/E Shipment Picking Slip Print Events.

Customer Signatures on Quotes packaged - included with Standard Edition

Obtain digital signatures on quotes before promoting to an order.

Set Optional Field upon Event cloud tailored - included with Standard Edition

Set an optional field to just about any value, derived or otherwise, when an event occurs on the associated object.

Unique PO Numbers in A/P Invoices videocam packaged - included with Standard Edition

Unique PO Numbers in A/P Invoices is a simple customization that enforces the use of a unique PO Number in the A/P Invoice entry screen.

Generate Unique Key cloud tailored - included with Standard Edition

Generate Unique Key is a simple customization that inserts a user defined unique string in any view field on insert. This can be used to set custom keys for objects in Sage that are either not, or insufficiently, configurable.

Workflow Tools cloud packaged - included with Standard Edition

Extra Workflow Tools and Actions from Poplar Development.