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In Part 1 of this tip we talked about some of the basic features of the finder and the ability to Set Criteria for a complex search.
The finder, like any grid in Sage 300, can be customized by user. You can change column sizes by dragging the line between column titles. You can move a column by dragging its title to a new position.
You can hide a column by right-clicking the column title and choosing the Hide option. You can also use the right-mouse click to restore a hidden column or to put everything back to defaults.
Here are some other things you can do with columns in the finder:
Add a Column – open the Settings menu and choose Columns… to see and select any of the available columns for this finder. If this menu item is not active, please ask your ADMIN user to give you rights to the finder columns.
The columns window is divided into two panes. Available columns are on the left and selected columns are on the right. Use the Include/Exclude or All/None buttons to move columns between the two lists. Use the Up/Down buttons on the right to order the selected columns. Click OK to save your changes and return to the finder.
All selected columns are available in the Find By list.
Highlight a Column – you can highlight frequently referenced column in the finder. Let’s say that we want to make the Order Reference column stand out. Open the Settings menu and choose Color… Select Order Reference from the Field menu. Use the Text Color and Background Color buttons to select the column coloring. I’ve chosen a light-yellow background below.
Click OK to return to the finder. The column is now formatted. You can format any of the columns and they don’t have to be the same. Use Settings | Restore Color Default to put everything back
Export from the Finder – this is similar to exporting from other screens but the finder only exports the table to which it is attached. For example, exporting from the Order Entry screens export order headers, details, optional fields, etc. Exporting from the order number finder exports only the order headers.
Choose Export from the File menu of the finder to open the export screen. Select the desired file type from the list and enter/browse for a file name.
Note: the Excel version really has to do with the type of export Sage is going to perform. It doesn’t have very much to do with the actual version of Excel you are running.
Select the columns you would like to see in your export. Selecting the top item (orders in my example) and then right-clicking it will allow you to select/unselect all columns.
Even though the finder may have been filtered, the export is not by default. Use the Set Criteria button to filter the export. See Part 1 of this tip for an explanation of the Set Criteria feature.
Use Save Script to have record the file type, name, columns selected and criteria filter for a future export. It will as you for a file name under which to save this information.
Use Load Script to load a previously saved script file. You’ll be able to edit the columns, criteria, etc. prior to exporting. This allows you to build one or more export templates.
Click OK to begin the export.
See the Field Names – when you export, Sage uses the field names as the column titles. For example “Order Number” shows as ORDNUMBER in the export file. You can see these same titles in the finder if you like. Select the Settings menu and choose Field Name as Column Heading. Go back to the menu and click it again to return the column descriptions.