Lookups are an important function in Sage 100. After all, what good is having all that data in your accounting system if you can’t easily pull it up? However, the default onscreen lookups don’t always display exactly what you're looking for or in a layout that you need.
So let’s take a look at how to create customized Sage 100 Lookup Views.
So let’s take a look at how to create customized Sage 100 Lookup Views.
Custom Lookup Views
What is a Sage 100 Lookup View?
Anytime you click the magnifying glass icon, it launches into a lookup screen. Whether you’re searching for vendors, customers, accounts, or any other data in Sage 100, lookups are a quick and easy way to find what you need.
But in some cases, hundreds or even thousands of records might display by default, forcing you to spend additional time searching and scrolling. With the following instructions, you can customize the fields, filters, and search criteria to really speed things up:
Step 1
From any lookup window (after clicking the magnifying glass icon), choose the Custom button which launches the Lookup Customization Wizard.
Step 2
In the View field of the Customization Wizard, select Create New View and give it a name in the description field (or you can select an existing view to modify it).
Step 3
Click the Default View checkbox if you’d like this to be the new default lookup. Click Next.
Anytime you click the magnifying glass icon, it launches into a lookup screen. Whether you’re searching for vendors, customers, accounts, or any other data in Sage 100, lookups are a quick and easy way to find what you need.
But in some cases, hundreds or even thousands of records might display by default, forcing you to spend additional time searching and scrolling. With the following instructions, you can customize the fields, filters, and search criteria to really speed things up:
Step 1
From any lookup window (after clicking the magnifying glass icon), choose the Custom button which launches the Lookup Customization Wizard.
Step 2
In the View field of the Customization Wizard, select Create New View and give it a name in the description field (or you can select an existing view to modify it).
Step 3
Click the Default View checkbox if you’d like this to be the new default lookup. Click Next.
Step 4
On the next screen, you can add, remove, modify, and rearrange the order of the columns that display in the lookup. Note that the first column indicated by an asterisk (*) cannot be removed, but can be modified.
On the next screen, you can add, remove, modify, and rearrange the order of the columns that display in the lookup. Note that the first column indicated by an asterisk (*) cannot be removed, but can be modified.
Step 5
At this point, you can either click Finish if you’re happy with your new customized view or click Next to launch a third options screen to define additional settings to modifying the Filters and further refine the data that will display in your lookup.
Step 6
If you clicked Next in Step 5, use this third Lookup Customization Wizard page to add, delete, or modify filters. To continue defining additional settings, click Next; otherwise, click Finish.
At this point, you can either click Finish if you’re happy with your new customized view or click Next to launch a third options screen to define additional settings to modifying the Filters and further refine the data that will display in your lookup.
Step 6
If you clicked Next in Step 5, use this third Lookup Customization Wizard page to add, delete, or modify filters. To continue defining additional settings, click Next; otherwise, click Finish.
Step 7
In the last Customization Wizard screen, you can make any final changes and display options and then click Finish to create your new customized lookup view.
Now when you launch your new lookup screen, you’ll notice that the title bar at the top left shows your new description along with an asterisk to indicate that this is a custom view.
In the last Customization Wizard screen, you can make any final changes and display options and then click Finish to create your new customized lookup view.
Now when you launch your new lookup screen, you’ll notice that the title bar at the top left shows your new description along with an asterisk to indicate that this is a custom view.
BONUS TIPS
Exporting Lookup Data
Did you know you can export the data in your new custom lookup to Microsoft Excel? Just click the Excel icon in the lower right corner of your lookup window and voila! The data is exported so you can further slice, dice and analyze.
Modify Existing Lookup
Rather than creating an entirely new Sage 100 Lookup as we just did, you can instead modify an existing lookup. Perhaps one of the default lookup gives you 80% of what you need and with just a few tweaks, it's perfect. In that case, follow these steps:
For example, you can change the width of the key field to zero if you do not want to display it in the lookup.
Did you know you can export the data in your new custom lookup to Microsoft Excel? Just click the Excel icon in the lower right corner of your lookup window and voila! The data is exported so you can further slice, dice and analyze.
Modify Existing Lookup
Rather than creating an entirely new Sage 100 Lookup as we just did, you can instead modify an existing lookup. Perhaps one of the default lookup gives you 80% of what you need and with just a few tweaks, it's perfect. In that case, follow these steps:
- In the second Lookup Customization Wizard page, click Modify to alter the selected field in the Selected Columns list box.
- In the Lookup Customization Wizard - Modify window, make the desired changes and click OK.
For example, you can change the width of the key field to zero if you do not want to display it in the lookup.
