Personalization, Customization and Productivity Tools

[ebjelovs]

At the Sage partner conference held in May 2008, a session led by Steve Malmgren, Chief Architect of Sage MAS 90 and 200, took experienced partners on a deep dive into Customizer.  Due to the overwhelming popularity of this session, upon his return from the conference Steve recorded a number of WebEx sessions to show the power of the customizer and what can be done with this amazing tool.  Some of these are the actual content of his conference session and some are additional content that couldn't fit in the session's allotted time. Below are links to those recordings. Although the audio isn't the greatest,the content is outstanding. The features shown in these 12-15 minute demos can be implemented on MAS 90 or 200 version 4.3.If you are a customer and need some additional help in implementing this type of customization, please contact your business partner.  Enjoy!

Customizer Webex Sessions

Customizer_Part1.wmv (42:33)

This session covers how to add user defined tables (UDT) as well as user defined fields (UDF) that validate against those tables to capture some survey information (demographics, source of customer, etc.) and how that information can be used in conjunction with Business Insights Explorer (BIE) to do some charting and sales analysis.  This also covers how to overcome real estate issues on forms when adding UDFs as well as how to set Tab orders to streamline data entry.

Playback Link:

http://sage.edgeboss.net/wmedia/sage/mas/sales/customizer_part1.wvx

Customizer_Part2.wmv (37:23)

This session covers adding a UDT to maintain information related to projects.  In addition it covers how to add a Project Code UDF to both AP Invoice Data Entry Detail as well as AR Invoice Data Entry Detail that validate against the Project UDT and have that information flow through to the General Ledger Detail table.  We then used BIE to do some profitability analysis by Project.

Playback Link:

http://sage.edgeboss.net/wmedia/sage/mas/sales/customizer_part2.wvx

Customizer_Part3.wmv (27:57)

This session covers the Advanced Field Settings in customizer, showing how to set default values and change attributes of standard MAS90 fields, including showing how to validate a standard MAS90 field against a UDT.  This session also contains a demonstration of how to set up a Sales Order routing system, using UDFs and BIE to set up multiple "in-boxes" by routing status ("PENDING", "APPROVED", "CREDIT", etc.)

Playback Link:
http://sage.edgeboss.net/wmedia/sage/mas/sales/customizer_part3.wvx

Customizer_Part4.wmv (13:09)

This session demonstrates a Mash-Up, using UDFs and UDTs along with VB Scripting and the Business Object Interface to map out delivery driving instructions for Invoices, using Google Maps complete with a Starbucks stop.

Playback Link:  http://sage.edgeboss.net/wmedia/sage/mas/sales/customizer_part4.wvx

Customizer_Part5.wmv (30:53)

This session adds a Territory UDF to both Customer and Ship-to Address tables which will then flow from Sales Order Entry to Invoice Entry to Invoice History to RMA.  We then show how to use BIE to do Sales Analysis by Territory.

Playback Link:  http://sage.edgeboss.net/wmedia/sage/mas/sales/customizer_part5.wvx

Customizer_Part6.wmv (36:54)

This session covers Linked Dialogs and VB scripts and was the main focus of the Deep Dive in Customer session at Insights.  We create a VB Script to calculate an order discount percentage and whether or not an order is eligible for free freight, based on information stored in a Promotions UDT.  Another script is covered that uses the Business Object interface to apply a new promotion to the customer table.

Playback Link:  http://sage.edgeboss.net/wmedia/sage/mas/sales/customizer_part6.wvx

Customizer_Part7.wmv (12:21)

This session touches on more examples using the business object interface and VB Scripts to enable customers to view a .PDF and bring up an e-mail with the .PDF as an attachment.  Another script is created using the business object interface that creates an RMA directly from AR Invoice History Inquiry.

Playback Link:
 http://sage.edgeboss.net/wmedia/sage/mas/sales/customizer_part7.wvx

Customizer_Part8.wmv (11:54)

This session covers the Customizer Export Utility that creates the Insights.M4X file included with this download.  It explains how to export all of the customizer modifications made in the previous 7 session and package them up to allow installation on a 4.30 system.

Playback Link: 
http://sage.edgeboss.net/wmedia/sage/mas/sales/customizer_part8.wvx

[SDG]

Erika, I went to the sessions and highly recommend anyone to use them.. they are invaluable.!

[BigLouie]

Erika, these are the type of sessions we would like to see at the Sage Summit instead of some of those "fluff" sessions.

[RobWaite]

I've had issues trying to launch the links with firefox.

Once I launched the link with Internet Explorer they work fine.

[IBPIT]

I have not watched them all, but they look quite valuable.

Is it possible to download these so I can view them offline on my phone?

[Joy66]

Erika,

This is what we want always.  I usually will copy/paste the screenshot since I can not get recording for the WebEx.  I hope Sage can provide all kinds of WebEx recording that save Tech. Support's time and we can review it when we have time.  In busy schedule, that will be hard for us to attend WebEx in the office hours for 1 hour and get distracted by someone always.

You are awesome.  I appreciate it.

I reveiwed the first recording but the screen is not stable but better than nothing.

Message Edited by Joy66 on 12-23-2008 12:26 PM

[BigLouie]

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IBPIT wrote:

Is it possible to download these so I can view them offline on my phone?

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Easy there cowboy, let's try viewing them offline on your computer first.

[JellyRolls]

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BigLouie wrote:
Erika, these are the type of sessions we would like to see at the Sage Summit instead of some of those "fluff" sessions.

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These are the types of sessions we would like to see more of at Insights, instead of repeating sessions year after year.

[teammercer]

 I am having difficulites viewing these links. Have they been relocated? -trying in Windows Media 11 -

[RobWaite]

Ive had problems trying to launch from Firefox... The problem went away when I launched from IE