Tutorial : Create a custom table in Sage 300

You want to link Salesperson in Sage 300 to a Sales region group and report on Sales targets by region.

1. Create a table in Extender to define Sales regions and targets by region

2. Add a table in Extender to link Sage 300 sales person to a sales region (as you cannot attach optional fields to a Sage 300 sales person out of the box).

3. Enter data

4. Add the custom tables to a custom Crystal Report or an Info Explorer cube.

Tips: As the tables are in the Sage 300 data dictionary, you can develop the report in one database and deploy on another one and data is available for Dump and Load

Create a table in Extender to define Sales regions and targets by region

Requirement! This functionality is available in Sage 300 Level Developer. The tutorials assumes Extender is installed and activated in the Sage 300 database.

In Extender, go to Sage 300 > Setup > Custom Tables

Type a Table Name and a Description.

Tip: You can leave the View ID Blank, as Extender will give the table a unique ID

Add the Fields you want to track.

See "Custom Tables"

Define the key field/fields.

Restart the Sage Desktop for the Custom Table to be available.

Enter data in the Custom Table Editor

Note: If you have multiple key fields, you may want to build a custom screen in Python.

Create a table to track Region by Salesperson

Note: The table created above can be added

Use the data in custom reports

The data is now held within the Sage 300 database, so is available for use in custom reports, will be included in backups, database dump and loads. It can also be used in custom Extender Python scripts and If using Information Manager Notes, the data can be displayed in the Alert box next to Sage 300 screens.

The Database table name can be viewed in the Extender Custom Tables Screen.