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UDF created and added to sales order entry lines grids will not appear for all users

  • 1.  UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 12:12
    Added a UDF to display standard cost into the grid on sales order entry.  Not using the system standard cost for reasons I won't go into.

    We are finding that the field will show up for some users but not all.  Not sure of the exact circumstances but possibly for new users?

    Updating screens to current level and doing a reset of the grids doesn't seem to accomplish anything.

    I looked in Sy_grid definition and I noted that there doesn't seem to be anything present for the users having the problem.  This appears to be the file that keeps track of how users have rearranged their grids.

    This file is absolutely huge as it appears to keep track of the grids for each user/workstation combination since the beginning of time.  I'm wondering if the file has gotten so big that the system is having a difficult time processing the file?   If I recall correctly, I think there is well over 50K records in the file (this is a 50 user system).

    Thoughts?


    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------


  • 2.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 12:39
    Are there any user-specific folders in SO\custom such as DLH-ABC or is ###-### or XXX-ABC the only folder?  As a test, you might try getting all users out of sales order, renaming the custom folders then adding the UDF back to the screen.


    ------------------------------
    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------



  • 3.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 15:14
    Yup.  I've renamed the custom folders.  No dice.

    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------



  • 4.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 12:56
    Is there a customization group assigned to some users and not all in User Maintenance?

    ------------------------------
    Mary Jo Krueger
    Senior Software Consultant
    CLA (CliftonLarsonAllen LLP)
    ------------------------------



  • 5.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 15:14
    No customization groups.  :(

    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------



  • 6.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 15:23
    I do have custom scripts that control some fields as to whether or not they are visible on a per user basis.  I turned off all the scripts and that didn't make a difference either.

    I just had another call from the same client that indicates that  in purchase order entry on the lines tab, that the quantity received field disappeared about two weeks ago.  It is only for one user (that I am aware of).  Logged in as me and the field was present.  Logged back in as her and it was gone.  She claims that at one point during the two weeks it reappeared and then disappeared again.  For some reason the option to reset grids is greyed out?

    Used the customizer to see if for some reason the field was not present or had been hidden..  Tried to add it in again and it claimed that it was already there.

    I suspect these two incidents are somehow interrelated.

    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------



  • 7.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 15:27
    Maybe log out of Sage 100, then rename the Sage 100 folder in C:\users\user name\documents on the affected user's computer.

    ------------------------------
    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------



  • 8.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 15:32
    Right click the grid column header and  Show Column?
    If they mistakenly hid a column there will be a pop-up to un-hide.


    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    ------------------------------



  • 9.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 16:55
    Show column didn't do anything either.

    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------



  • 10.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 15:39
    You might try logging into Sage 100 on one of the affected user computers as a Sage 100 user other than the user having the issue.  If you can see the field with another user on the same computer then to me this points to data corruption that is not easy to fix.  See the recent thread discussions of @Dan Burleson @David Speck II and @Kevin Moyes  if there is only one user affected then workaround would be to create a new user.  Creating new users may be kicking the can down the road.

    ------------------------------
    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------



  • 11.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 15:51
    Whenever I have to deal with SY_GridDefinition, I use Crystal Reports or Excel to query it and filter it to the task I'm after.  This makes inspecting for the correct records much easier.  You should at least see records where the Level$ field is equal to "B" if the field was added to the grid correctly.  You may need to confirm which company and user the field was added under because SY_GridDefintion tracks by task, grid (tasks with two grid track fields separately, GD_Lines and GD_Addl), company code, user key, and workstation name.

    If the option to reset the grid is disabled, try changing a column in the grid, either swap a column between the grids or resize it, then go to another tab before exiting the task.  The next time you launch the task, it should use the last grid settings saved and you should now be able to reset the grid.  Resetting the grid should clear out a records for the current user and workstation where the Level$ field is equal to "A".

    ------------------------------
    David Speck II
    Tennessee Software Solutions
    ------------------------------



  • 12.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 17:00
    I've exported the grid file to excel  and sorted it and had a hard time making sense of it.   The info about A and B might be useful.

    What is perplexing to me is that one the users I have looked at with a problem (the first one in the thread) there are no entries in that file for them.

    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------



  • 13.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 17:06
    The Level indicates priority used.  A being the highest priority, if there aren't any A, then it checks for B, if there aren't any B, then it checks for Y, if there aren't any Y, then it falls back to the Z level which is stock Sage 100.  So if you aren't seeing any for a particular user, it means they either reset their grid (removes the A level records) or they never personalized the grid.

    ------------------------------
    David Speck II
    Tennessee Software Solutions
    ------------------------------



  • 14.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 17:12
    Oddly enough there are no records for any of the levels mentioned for the user.  It seems to be like it is not recording any info at all for the user/workstation.

    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------



  • 15.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 17:20
    As David said, that just means the default grid settings should be what the user sees.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    ------------------------------



  • 16.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 17:26
    You should see some B or Z level records where the company code, user key, and/or workstation name are pound signs.  These are used as the default if company, user, and/or workstation specific records do not exist.

    ------------------------------
    David Speck II
    Tennessee Software Solutions
    ------------------------------



  • 17.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-04-2022 19:21
    How about  a simple screen reset?


    ------------------------------
    Bill Pfahnl
    Nims & Associates
    ------------------------------



  • 18.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-05-2022 12:30
    Screen reset has been tried to no avail.  :(

    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------



  • 19.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-05-2022 13:06
    Maybe the way to go is restore SY_GridDefinition, sy_Personalize.m4t, and the SO\Custom folder from the same backup.

    if you don't have an old backup, you might consider backing up SY_gridDefinition and SY_Personallize, renaming the SO\custom\SO_SalesOrder.m4l, then removing all of the relevant A and B records from SY_GridDefinition.  Basically starting over.

    ------------------------------
    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------



  • 20.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-05-2022 13:12
    I'd try creating a new panel just for that user, and see if you can get the field to show up then.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    ------------------------------



  • 21.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-05-2022 15:26
    Are they on version 2020 or newer? starting in 2020 you can modify grids for customization groups (I think it was 2020) 
    You mentioned earlier that there are no customizations groups., so if Kevin's idea works and there are several other users having this problem.
     You could try assigning a customization group to all of the users having the problem. then go into custom office and copy your customized screen to that customization group. 

    it may not explain why it is not working but that might be a workaround.

    ------------------------------
    David Overholt
    DWD Technology Group
    ------------------------------



  • 22.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-05-2022 16:52
    In looking through the grid_definitions I can see As and Bs, but no Y or Z items.

    I've noticed that the added UDFs that do not display seem to be restricted to new users added to the system.
    Older UDFs are being picked up so I'm beginning to suspect there may be some corruption in the files that define the customizations  (SO\CUSTOM)

    I'm going to try creating an entirely new customization profile and see what happens.

    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------



  • 23.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-05-2022 17:16
    Dang.
    Created a new customization for a new user and the UDFs display as expected.
    Copied the customization from so\custom for the new user into a customization for a user that it does not display.  Even after a reset grids, no go.

    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------



  • 24.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-05-2022 17:22
    Is there a system utility to rebuild the SY_GridDefintion table?  Sounds like there is corruption to me.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    ------------------------------



  • 25.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-06-2022 11:44
    There is a utility that can rebuild a lot of the system tables, but unfortunately it seems to exclude SY_GridDefinition.

    It would be nice if there was a way to reinitialize it.  User would be annoyed for a while as they put things back to the way they like it to see.

    It is just crazy how much info is stored in there for users and workstations that are no longer present in the system.

    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------



  • 26.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-05-2022 17:30
    Edited by David Speck II 05-05-2022 17:32
    It could be corruption, however, I am unsure if copying a customized library from one user to another actually updates SY_GridDefinition.  I was under the impression SY_GridDefinition was only modified by Customizer when you actually edited a grid under a specific customization and saved the changes, and these changes only affected SY_GridDefinition for the specific user/user group and company selected when editing the panel.  

    I would try editing the grid of the customization you just copied to the affected user and make sure a change is made and committed and see if that helps.

    I don't think UDF's normally end up in the Z level records UNLESS it is a user defined table, I think they only end up in B level records as part of changes made with Customizer for a specific company and user/customization group, A level records are created based on B level records if they exist otherwise they would fall back to Y, and then Z level.

    So it sounds like whatever initial customization was made to add the UDFs, they didn't apply to this specific user, either because of the user, company, user group, or preexisting customizations.

    ------------------------------
    David Speck II
    Tennessee Software Solutions
    ------------------------------



  • 27.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-06-2022 11:47
    Edited by Thomas Rogers 05-06-2022 12:37
    "I would try editing the grid of the customization you just copied to the affected user and make sure a change is made and committed and see if that helps."

    Good thought.

    Update:  You are correct.  Copying the file in SO\Custom does not appear to transfer any of the grid modifications.  I did a update panels to current level and reviewed the output and noticed that the report did not show any of the grid modifications.  So where are these stored?

    What are the definitions of an A, B, Y and Z record?

    I'm guessing
    A=user customization by moving fields around.
    B=Custom office grid modification
    Y=???    Haven't found any of these in the file
    Z=stock/standard grids?   However I haven't found any of these in the file


    Browsing around I noticed that there are B records for the every field that  displays in a particular user.
    In the problem users the B records are there but not for the UDF's.

    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------



  • 28.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-06-2022 14:54
    Y is enhancements.

    Your other guess are correct as far as I'm aware.

    In one of my systems with UDFs added to sales order entry, I did not see the Z level records for the UDFs, so I think UDFs will only show up as B or A level records, they must start off as a B level though because B level records are created when modifying a gird using Customizer but if a user already has A level records for the task, I think the A level supersedes the B level.  The exception to Z levels for UDFs is with UDFs in a UDT, these do appear to have the Z levels and then any customizations by a user might create the A level records, if it even does that, in old version, I don't think I have seen UDT columns adjustments preserved.

    Since you stated the B records are there but DO NOT have a record for the UDF, this leads me to believe a prior customization of the grid existed at some level, user, company, workstation, etc and so it took precedence over your customization.  This would be especially likely if you added the UDF to all users and all companies or all users and a specific company.

    ------------------------------
    David Speck II
    Tennessee Software Solutions
    ------------------------------



  • 29.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-06-2022 15:08
    I had a very similar issue a couple of years ago.  The information below is from my notes:

    SY_GridDefinition maintains grid preferences for each company, user, and workstation combination in addition to the levels.

    • Z is standard sage 100, factory settings.
    • Y is master developer added.
    • B is records created in the custom office module.
    • A is a company, user, and workstation specific.
    The moment you add a UDF for the first time, it should create a Z level record.  Once users get into the task and start rearranging the grid or changing column widths, an A level record is created.​

    Sy_Personalize contains:

    • F records for screen position, size, and maximized state of the screen
    • K records for reports and forms where the Print or Preview checkbox has been set that allows you to keep the report / form open after print/preview


    ------------------------------
    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------



  • 30.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-06-2022 15:13
    After several unsuccessful attempts at deleting and modifying sy_griddefinition records, we deleted all of the A and B records for sales order entry, and deleted the mas90\so\custom\so_salesorder.m4l, then re-created the screen customizations.

    ------------------------------
    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------



  • 31.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-09-2022 12:54
    Ouch.  That's going to be painful.   Highly customized sales order entry and 100's if not thousands of  entries for sales order in sy_griddefintion.

    Will try it in my backup copy of the program.

    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------



  • 32.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-09-2022 13:00
    Since the personalized records are stored by User / Workstation, perhaps try renaming the user's Windows machine to see if that fixes the problem?

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    ------------------------------



  • 33.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-09-2022 13:04
    Edited by Doug Higgs 05-09-2022 13:04
    That's a good idea and worth a try @Kevin Moyes  Fortunately, my customer has premium and we were able to use a SQL query to delete the records.  It's not so easy with ProvideX. 


    ------------------------------
    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------



  • 34.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-09-2022 13:13
    Edited by Thomas Rogers 05-09-2022 13:15
    Doug,  
    We have well in excess of 10,000 records relating to sales order data entry in the sy_griddefinition file.
    Did you come up with some way of bulk deleting records?  I have previously determined that I can export from that file but cannot import to it.

    Update: just saw your note regarding doing that in SQL.  Unfortunately we are providex/

    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------



  • 35.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-09-2022 13:41
    May have found the work around.  Less than perfect but it should work.
    There is a primary customization for all companies, all users. 
    By creating a specific company, all users customization the missing fields are now appearing!

    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------



  • 36.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-11-2022 14:31
    FYI,
    I just had one where a user wasn't seeing a column, and reset panel didn't help.  Looking in SY_GridDefinition I saw the field was not hidden... but the ColWidth was zero.


    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    ------------------------------



  • 37.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-17-2022 12:08
    Kevin,

    Column width zero didn't seem to be the cause of my original problem but another user was indicating that the quantity received on purchase order entry/inquiry was not showing (only for her and her specific workstation).  Found the column width zero and corrected it.   Strange how the reset panel doesn't automatically fix it.

    Thank you.

    ------------------------------
    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    ------------------------------



  • 38.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-17-2022 12:14
    Resetting the panel alone doesn't correct grids, checking the option to reset the grid should clear the A level records in SY_GridDefinition for the user, workstation, and company.

    ------------------------------
    David Speck II
    Tennessee Software Solutions
    ------------------------------



  • 39.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-17-2022 12:16
    If you originally set the column width to zero when adding a UDF to grid, resetting panels takes it back to zero... which is what happened in my case.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    ------------------------------



  • 40.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-17-2022 12:20
    Yes, that would be a B level record.  Only way to correct that would be through Customizer.

    ------------------------------
    David Speck II
    Tennessee Software Solutions
    ------------------------------



  • 41.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-17-2022 17:21
    Hey guys.  I dug up this SQL query I used to fix SY_GridDefinition.  If the customer has Premium, this may be of some help.  The simple query selects the relevant records that need to be deleted.  After deleting the records, I recreated the UDFs and used a slightly different name.   

    /****** Script for SelectTopNRows command from SSMS  ******/
    SELECT [FormID]
          ,[GridName]
          ,[CompanyCode]
          ,[UserKey]
          ,[WorkstationName]
          ,[Level]
          ,[Seq]
          ,[ModuleCode]
          ,[IOLVar]
          ,[AliasVar]
          ,[Moveable]
          ,[LockFld]
          ,[ColDesc]
          ,[CellType]
          ,[Hideable]
          ,[Hidden]
          ,[Frozen]
          ,[Tag]
          ,[GridLoc]
          ,[FormatMask]
          ,[Class]
          ,[HideGroups]
          ,[OtherGroups]
          ,[ImpliedDecimal]
          ,[ColWidth]
          ,[SecondaryGridColDesc]
          ,[EnhancementCode]
          ,[AutoComplete]
      FROM [MAS_SYSTEM].[dbo].[SY_GridDefinition]
      Where ModuleCode = 'S/O'
      AND 
      IOLVar = 'UDF_RepairStatus$'
      AND 
      WorkstationName like 'PGC-%'


    ------------------------------
    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------



  • 42.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-17-2022 19:10
    Edited by David Speck II 05-17-2022 19:10
    That query doesn't look restrictive enough when it comes to the form and is too restrictive having the criteria against the IOLVar field (unless your goal is to determine if it exists).  It should be restricted to a form and level (and possibly workstation IF the issue is workstation specific).  Restricting by WorkstationName should cause it to not select the default records where the WorkstationName is blank.  But if you goal is to reset a grid, you want everything under that grid and specific level, such as A or B levels.

    The FLOR does have documentation on SY_GridDefinition_utl and it may be possible to use it to manage grid definitions.  You can use File > Run > SYZCON to create a new handle for the object and then call the methods.
    https://help-sage100.na.sage.com/2020/FLOR/index.htm#Object_Reference/SY/SY_GridDefinition_utl.html 

    These are the methods of interest.  If you used ClearRecords("A") then it would remove ALL level A records for everything in the file.  So passing the additional arguments for the form and grid or even the company, user, and workstation should allow you to remove exactly what you need to.  The CopyRecords method looks useful too, it should in theory allow you to copy a known good configuration, lets say a level B record created by Customizer for all users (or specific) and all companies (or specific) and copy it to a user with missing or bad grid configuration.



    ------------------------------
    David Speck II
    Tennessee Software Solutions
    ------------------------------



  • 43.  RE: UDF created and added to sales order entry lines grids will not appear for all users

    Posted 05-17-2022 20:46
    @David Speck II  The query is an example of what I used.  It was a couple of years ago and I believe I ran it a couple of times for the workstations that were affected.  It's not going to work for every situation and my example is not meant to be taken literally.  The user wiull have to modify the parameters to fit the situation. 

    What I remember doing is running the query a few times, once for each affected workstation, and then manually deleting the records that were selected.  It is a good method of selecting the pertinent records from tens of thousands of records in sy_griddefinition.​  At least it worked for me, after a lot of time spent trying to figure out why one UDF would have strange display behavior, similar to what Thomas was experiencing.

    ------------------------------
    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------