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Did you know that your Sage 300 CRE software allows you to customize certain descriptions and lists throughout your software?  From the Sage Desktop, navigate to:  Common Tasks > File > Company Settings > Custom Descriptions.

You can use this window to modify the following characteristics of some of the items in the various applications you have in your software setup:

  • Descriptions
  • Size
  • Justification
  • Capitalization
  • Set Up Sections
  • Customize List

NOTE:  Best practices call for any edits in Size (field width), Right Justification, Capitalization, and Set Up Sections be decided upon and implemented during initial software setup.  However, Descriptions and List Customization changes can be made anytime.

All items available for customization are listed in this window.  You will notice that each item is preceded by its application abbreviation for each installed module you have in your software setup (for example, JC = Job Cost).  Items that appear in gray cannot be changed.

CHANGING AN ITEM DESCRIPTION

Suppose you don’t like using the word “Commitments”, and want to change the description to “Subcontracts” and/or “Purchase Orders”.  To do so, simply type over the existing description in the second column of the table.

When you launch the task in Job Cost, it will now be called “Subcontract/POs” rather than “Commitments”.

CHANGING A CUSTOM LIST

If an item has content in the right-most column, you will notice that the Customize List button blackens up and becomes available for selection.  In this example, we will be adding a state to the list that is used  in AR Sales Tax setup.

Upon selecting Customize List, a new window appears:

Use the ADD button to add an item to the list.

Use the DEFAULT button to change the item on the list that will initially appear in the field.

Use the MOVE arrows to change the order of the items in the drop-down list.  Use the CHANGE button to edit the item’s spelling.  Use the DELETE button to remove the item from the list.

Here is what the revised AR Tax Rate Setup window looks like after customization.

In summary, use Custom Descriptions to enhance the functionality of your Sage 300 CRE software.

As always, should you need any further assistance with summary vendors, please call your United Solutions, Inc. consultant.

Previous Sage 300 CRE: Setting Up GL Budgets for Use in Financial Statements
Next Sage 300 CRE: Using SUMMARY Vendor Type to Better Manage Your AP
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