Customization Directory Screen does Not Work with Custom Macros

Hi,

Customization Directory Screen Does Not Work with Custom Macros

I just installed version 2023 of SAGE 300 with PU5, but I encountered a problem. When I use custom macros (for example in OE - Order Entry) when sending the format to print it always takes the native one from Sage and not the one I defined in the Customization Directories Screen

Thank you in advance.

  • Hi  do you mean its not selecting the custom Crystal Template file?  Make sure you have moved your custom Crystal Template into the new location for Sage 300 2023, for example, lets say your previous version of Sage 300 was version 2018 (65A) your customization directory might have been:

    \\sage300server\sage\sage300\custom\oe65A\ENG\<custom crystal templates>

    With version 2023 it would need to be:

    \\sage300server\sage\sage300\custom\OE71A\ENG\<custom crystal templates>

    Good Luck!

  • Hi, ACCSYS CONSULTING AU, 

    Yes, that is exactly the problem, but I already tried to change the directory of the 2021 version:

    \\sage300server\sage\sage300\CUSTOM\OE78A\ESN\<custom crystal templates>

    And update to:
    \\sage300server\sage\sage300\CUSTOM\OE70A\ESN\<custom crystal templates>

    (NOTE: I also tried the one you told me about 71A)

    but I still can't get it to take the personalized reports from my CUSTOM folder

    What else do you think could be causing the problem?

    thank you very much in advance

  • HI  for a lot of OE forms you need to copy the DLLS from the factory OE to the custom one.  So to move it successfully what you should so it:

    1. Your Customization Directory should not change in Sage 300 should still be \\sage300server\sage\sage300\custom (don't point to the version folder in the customization directory - point to the level up).
    2. Copy the OE DLLS to the custom directory by copying \\sage300server\sage\sage300\OE70A to \\sage300server\sage\sage300\custom\OE70A.
    3. Copy your custom forms from version 2021 to version 2023 by copying \\sage300server\sage\sage300\custom\OE68A\ESN to \\sage300server\sage\sage300\custom\OE70A\ESN (I use ENG due to English, I assume ESN is Spanish version?).
    4. Make sure your custom files have identical names to the factory files for this to work.  Ie if you customised the OE Picking List, the report name of the custom version must remain OEPICKLIST1.RPT.

    If you can't solve it, to help us assist you please post screenshots of your Administrative Services -> Customization Directory screen and screenshots of your customization UNC path in Windows Explorer.  Also make sure your file permissions for the new Customization Directory have been configured the same as the old so Sage 300 can read the templates properly (the permissions should be inherited anyway I would have thought).

    Good Luck!