Sage 100cloud
Data Management

Custom Lookups in Sage 100

December 2, 2013

This technology tip for how to customize lookups in Sage 100 is going to center around the magnifying glass, and although I’m on the customer maintenance screen, this tip applies throughout the Sage 100 product anywhere that you see this magnifying glass.

When you click on it, of course it brings up the entire customer list so that you can pick the account you’re wanting to work with. It has the default columns that come baked into the product. It also shows all the customers in your system. However, if I’m the AR clerk that’s responsible for only select accounts, this will leave me with pages and pages of accounts that do not apply to me. So, I want my look up to change to include only my accounts, and some additional columns that will help me with my day to day tasks.

I accomplished this by clicking on the “Custom” button. I’m going to create a new view, and I’m going to begin by giving it a meaningful description. I’m going to call this one “Blaho Accounts” and I want to set this as my default view. I then click “Next >” and it shows the list of the columns that Sage provided initially. Now, I want to add a couple more. I want to add “City” and “State” by just double clicking to move those over. I want “Zip Code” to group down here with these other two address fields so I’m just going to slide that down. In addition to this data and my job, it’s important for me to have “Credit Hold” and “Credit Limit.” Since the “Sort Field” is always going to show “Blaho” I’m going to move it down to the bottom just by clicking the down button again.

Now that I have all my columns selected, I’m going to click “Next” and this is where I’m going to select the accounts that belong to me. I do this by selecting the “Sort Field” and I want that to where it is “Equal to” the value of “Blaho.” I then click “Finish” and now you can see my list has shortened and it shows all the fields I added. I can easily see who is on credit hold and what their credit limits are. You can see it just brought in the ones for “Blaho.”

That’s it! Quick and simple. That concludes how to do a custom lookup in Sage 100.

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