Are you fed-up of seeing inactive Customers, Vendors, Items and GL accounts when entering transactions? What if you could hide those inactive items from Sage 300 ERP data entry / finder screens?

Did you know that you could hide all inactive Customers, Vendors, Items and GL Accounts, from Sage 300 ERP transaction entry screens?

Here is how you do it.

In this example we are going to hide all inactive customers from O/E Order Entry Screen

-          Go to Order Entry screen
-          Click on Customer finder and open customer finder screen
-          Click on Set Criteria

 -          Click on column drop down and select Status and click on Add button.

-          Double click on the 1^st cell and select “Active”

-         Click on OK.

-          Set Criteria screen should look like the following screen

           -         Click on Save and exit the screen.

-          From now on you only see Active customers in from Order Entry screen.