Ever wish a message could pop-up to convey information to a user at the exact time they need it?
In Sage 500 ERP (formerly Sage MAS 500), with the use of Memos and the Customizer Module, you have the ability to make a pop-up message open to a user at the time they need it. Memos containing the information you’d like to pop-up on a screen can be tied to many entities within Sage 500 ERP such as Customers, Vendors, Items, SOs, POs, WOs, Addresses, Salespersons, etc. Customizer can then be used to trigger the display of a message from a Memo to a user, whenever a custom field is encountered on a Sage 500 ERP screen.
In the example below, Customizer was used to add a text field and rename it to TriggerMsgPopup. Then a vbscript was added to retrieve and display a Memo entered just for this purpose through the Maintain Customer screen. Follow the steps below to set up a pop-up on your system.
First, as a company, agree on a Memo naming convention that distinguishes a ‘Pop-Up’ Memo from an ordinary Memo. In the example below, we’ve used the prefix ‘POP’ and added ‘00’. With this naming convention, if we add other Memos later that should pop up under other circumstances, we can simply use a different number after each one.
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Next, we’ve added a text box next to the SO Type field on the SO screen and set the background to the color gray so it blends in to the background. Because we want the message to pop up after the user enters the Customer and tabs off the field, we set the Tab Index on our new field to 12 after checking that the tab index on the Customer field was 11. Then we added the necessary vbscript to the ‘Got Focus’ event of the new text box and saved our work.
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Finally, the result is that this message now pops up every time a new order is entered for this customer.
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Obviously, this idea can be adapted to numerous screens for numerous reasons. It can even be set to respond differently to different users of the same screen! For more information, please contact Chuck Zuleger at 800-236-2246, extension 1476.