Tips & Tricks #109 - Modifying the Layout of a 4.x Grid

Over the years, many of our clients have come to us asking us to modify the layout of a standard grid. The most common grid to change is in Customer Maintenance and Inquiry on the Open Invoices tab. Where this once required a modification to the source code, it can now be modified using the Custom Office capabilities of MAS 90 and MAS 200.

In this example, we will modify the Invoices Tab in Customer inquiry to move the Customer Purchase Order Number just to the right of our Invoice Type column.

This is an example of using the "right click" feature to show additional options

Go to Modules > Accounts Receivable > Main > Customer Inquiry.
Click on the the Invoices Tab (Tab 6).
Right click and choose Panel Settings > Customizer (Please Note: You must have access to the Custom Office Module via Security).
Click “Create New Customized Panel and select the User (or security group) and company that you want to have access to this customization. Click OK to advance to the next screen. Note: If you select “All” for the User and Company, every user will see the same customized form.

Example of the Customizer Panel Selection screen.

You will be advanced to the panel to be modified.

Invoice Panel in Customizer

Right Click and click on the Fomat tab (Tab 2). This will show the columns. You can click on the Add button to add a field that is available in the table, but not included on the form. You can also move fields to the left and right on the grid by highlighting the field you want to move and pressing the Up Arrow (moves the field to the left in the grid) or the Down Arrow (moves the field to the right in the grid).

Grid View for Open Invoices

While on the Format Tab, scroll down the list of Columns and highlight the Custom PO No. field. Press the up arrow button until the Customer PO No. field is just below the Invoice Type field. Press OK.

Save the form, exit and restart Customer Inquiry, and click on the Invoices tab. The Customer PO No. column should now be in the third position.

About the Tips & Tricks Series

BCS ProSoft is proud to offer you these Tips & Tricks for MAS 90 and MAS 200. These tips were drawn from our extensive technical support knowledge base as well as from the comprehensive experience or our team. Each tip is outlined in detail, including pictures and or drawings where appropriate. There are a couple of things to note in order to use these tips effectively. All tips are written for Sage MAS 90 and Sage MAS 200 versions 4.1 and higher. Some tips should be used with great care and caution. If you are ever in any doubt as to how to use the information provided, please contact our Award Winning Support Center. Click here for options on contacting our Support Center.

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About the Author

: Julie Marcie, Senior Support Specialist

Julie Marcie is a Senior Support Specialist at BCS ProSoft. She has been helping businesses keep their software running for the last 20 years and has specifically been supporting accounting systems since 1985. She is married with 2 grown children and one grandchild. She and her husband, Frank, recently purchased 10 acres of land near Seguin, Texas and are preparing to build a Geodesic Dome Home.

Julie’s support advice for her customers? “When you call me for support, just take a deep breath, relax, and be confident that we will work through the issue(s) together!”