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Sage MAS 90 and Sage MAS 200 Technical Tips from DSD Business Systems

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MAS 90 & 200 Tech Tips General Tech Tips Hidden Utilites Identifying MAS 90 CD Roms Copying Company Data MAS90 3.71 PDF Manuals Recovering Disk Space Year End Closing Procedures E-mailing and Invoice or Order Creating a Custom Look-up Are you ready for 4.0? Business Insights Wizard Tape Backup Strategy Windows SP2 for 3.71 & 4.0 FRX Desktop - Custom Financials Share Point Required on Server How to copy a company in 4.0 Accounts Payable Tips Payments &: Wire Transfers Reversing an AP Check 1099 Printing for Year 2003 E-mailing an Order or Invoice Accounts Receivable Tips Bank Transfers Sales Tax Calculation Utility Balance Forward Issue Customer Sales Summary by Year Report Top 15 Customer Rank Report Refunding Sales Tax Customizing Lookups in 4.0 Apply a Credit Memo to an Invoice Processing Customer Deposits E-mailing an Order or Invoice General Ledger Tips Balancing Inventory to the GL Finding G/L Problems & Preparing for 4.0 Out of Balance in 4.0 Trial Balance Recording Bank Transfers with Transaction Journal Entry Batch Processing in G/L 4.0 Inventory Tips Inventory Transaction Types Purchase Order Tips How to Clear Backorderd PO's Managing the PO Clearing Account Payroll Tips Voiding a Direct Deposit Check Arizona State Income Tax Min. $5.00/Month Workaround Updating Federal 941 Form for Year 2003 2003 Payroll Year-End Procedures W-2 Processing W2 Printing for Year 2003 Sales Order Tips Credit Memo with a Credit Card Processing Customer Deposits Crystal Reports Tax Tips Using Form DE-4 to adjust CA State Income Tax Withholding 1099 Printing for Year 2003 W2 Printing for Year 2003 2003 Payroll Year-End Procedures W-2 Processing MAS 90 4.0 Tech Tips Are you Ready for 4.0? Solving Client Server Firewall Issues Finding G/L Problems & Preparing for 4.0 Out of Balance in 4.0 Trial Balance Windows XP SP2 Support for 4.0 Recording Bank Transfers with Transaction Journal Entry Batch Processing in G/L 4.0 How to Copy a Company in 4.0 DSD Services Training MAS 90 & MAS 200 MAS 500 SalesLogix On Site Training Crystal Reports IT & Network Services Internet Services Professional Services Consulting Implementation Support Custom Programming

Sage MAS 90 & Sage MAS 200 General Tech Tips from DSD

DSD Sage MAS 90 Tech Tip 32 - Tech Tip: How to Create a Custom Lookup in Sage MAS 90, MAS 200 4.0

by Jennifer Phillips

Most of the data entry screens in Sage MAS 90 or Sage MAS 200 contain a lookup. For example, Customer Maintenance contains a lookup for the customer number. If you press the lookup icon you are able to scroll through a listing of all your customers. This lookup panel contains the customer number, customer name, zip code and phone number. You can customize this lookup panel meet your needs. You can change the data elements that are displayed, and you can change the arrangement of the data. You can even add calculated data fields to the lookup. By customizing the displayed data, you can create "mini" reports to give you information almost instantly. One of the new features in version 4.0 will allow you to export these reports to Excel.

Note: upgrading to version 4.0, the customized lookups in General Ledger will not convert. The customized lookups will need to be recreated for version 4.0.

Steps to customize a look up:

1. Open the program that contains the lookup you wish to customize:

2. Click on the magnifying glass icon for the lookup. This will bring up the standard lookup.

3. Press the custom button. The Lookup Customization Wizard will display.

4. Enter a name for your customized look up and press the Next button. A dialog then displays all available fields for the lookup.

5. Select the fields you want in your customized lookup. You can move them to the Selected Column portion of the screen by double clicking or by highlighting and pressing the arrow which points to the right. You can change the order that the columns display by selecting the icon at the bottom of the screen (near the Modify button) to move an item up or down in the list.

You can add a new field if you wish. You can use existing fields to calculate data for the new field if desired. For example, you could add a field that shows the past duet amount for the customer. You would click on the New Field button and give this new field a name. Then you would select the "tool" icon next to Calculated Field.

The Calculated Field Builder will open. Select the fields and operators to be included the calculation. In this example, we selected Over30days plus Over60days plus Over90days plus Over120days to get the total past due amount:

Click the OK button after entering the formula. Then click OK to accept and exit the Calculated Field Builder and press Finish to complete the creation of your customized lookup.

6. On the lookup screen, change the view to your new custom view and you will see your new changes:

You may add a filter if you wish. For example, you could select to see only customers that have zip codes that start with "926".

Press the OK button and you will have a list of only customers that have zip codes that begin with "926".

To print the lookup listing, press the printer icon in the lower right corner.

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