Sage 100

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  • 1.  I have a client using Sage 100 Advanced version 20

    Posted 11-11-2015 07:30
    I have a client using Sage 100 Advanced version 2013. They have a 35 user license with about 50 users who access the system. They want to restrict a group of users from changing the Allocted and Total fields for Last Cost on the Item Maintenance panel. There isn't a security object to manage this in Role Maintenance that I can find so the only way I can think to do this is to use Custom Office and disable the controls. However I think this has to be done either universally or create one customization per user; I'm not aware of an option to apply customizations to a roll or group of users. As they want to restrict 30 users from making changes to these two fields, that's a lot of customizations to maintain. Is there another way to approach this that I'm not thinking of ? Thanks everyone.


  • 2.  RE: I have a client using Sage 100 Advanced version 20

    Posted 11-11-2015 07:35
    BOI? Set up a role for those users and have script check for member of?


  • 3.  RE: I have a client using Sage 100 Advanced version 20

    Posted 11-11-2015 07:36
    You can use User Maintenance to set up a Customization Group. When you modify the screens in Custom Office, you will see the Customization Group that you created in User Maintenance


  • 4.  RE: I have a client using Sage 100 Advanced version 20

    Posted 11-11-2015 07:40
    Robert is 100% correct. Go under one of the users and create a value in the customization group field. When you go into Customizer, you will then see the customization group listed as an option as well as all the user id's and you can customize for the group. Then all you need to do is edit the users to be part of the group and you should be all set.


  • 5.  RE: I have a client using Sage 100 Advanced version 20

    Posted 11-11-2015 07:43
    what Robert and Tim said!!!!!! side note, unless sage added some functionality in 2015 or 2016 that I missed, you can't use groups to customize any of the grids or secondary grids


  • 6.  RE: I have a client using Sage 100 Advanced version 20

    Posted 11-11-2015 08:12
    Hasn't Alnoor demonstrated some scripting that enhances the panel mod functionality without actually modifying the panels? @AlnoorCassim, @NicoleRonchetti ??


  • 7.  RE: I have a client using Sage 100 Advanced version 20

    Posted 11-11-2015 08:33
    Epiphany! I rarely pay attention to the Customization Group in User Maintenance so completely overlooked it. That is what I was looking for. It so nice to have friends. Thanks everyone for your input and @RobertWhite, you get the gold star for the day. @DavidOverholt thanks for the caveat on limitations of functionality. Those are the kind of things that can only be learned from the school of hard knocks or because you have a life line to phone a friend..


  • 8.  RE: I have a client using Sage 100 Advanced version 20

    Posted 11-11-2015 10:42
    Test before investing much time into it. I tried using groups to customize SO Entry on 2014, and they were not working. Sage added it to their bug list.


  • 9.  RE: I have a client using Sage 100 Advanced version 20

    Posted 11-11-2015 10:45
    We've done this in AP Vendor Maintenance many times, so at least it works there. I agree that I don't think grids can be done this way (at least in previous versions)


  • 10.  RE: I have a client using Sage 100 Advanced version 20

    Posted 11-11-2015 10:47
    I agree with @MarkKotyla - this behavior can be flaky.