Extender Developer

Business Logic (Sage 300 Views)

• By using SDK view calls, your custom scripts form part of the Sage 300 business logic
• Include additional validations
• Introduce conditional alerting
• Automate business processes

Examples:

• Improve data accuracy and reliability by using scripts to validate and/or provide default data for required fields
• Create additional reallocation and deferral transactions in the GL, based on custom business rules
• Automatically create A/P Invoices for salesperson commission, based on custom business rules
• Print and email order confirmations and invoices automatically, based on customer preferences
• Apply security at a field level, or deploy data-level security by User or Group
• Validate changes to field data according to defined limits and users, e.g. who can change a credit limit, and to how much
• Auto-assemble Bills of Materials on the fly as orders are created  

Screen Customizations

Modify existing screens in ways not possible at the View level (e.g. tailor tabs, fields, buttons and finders).

Create new screens without the need for complicated programming.

Examples:

• Add buttons for custom functionality
• E.g., on the PO Order screen to auto-print/email a document to the vendor, or on the OE Invoice screen to create an Invoice PDF and email it to the customer
• Expose & edit Optional Fields in the grid AP Invoice Entry and GL Journal Entry
• Hide existing fields for specific users

Custom Tables

• Create custom Sage 300 Views and associated tables, without coding
• These form part of the Sage 300 database and database dictionary, so they can be accessed, dumped and loaded just like any other View
• Maintain the Sage 300 database dictionary without being an expert Sage 300 SDK developer
• Use the Custom Table Editor to create, update and delete the data in your Custom View – or write a script for a tailored screen

Examples:

• Store additional information in Sage 300 (e.g., AR Item Optional Field default values, IC Item additional fields, KPIs for your sales people)
• Store information in Sage 300 to support customizations, e.g. configuration parameters for workflow departmental hierarchy

Advanced Workflow

• Develop custom Workflow Actions using Python, complementing our pre-defined actions
• Incorporate Custom View/Table data into Workflow Actions

Examples:

• Custom actions to support business processes: e.g. automate an assembly or disassembly on approval
• Custom actions for validation: e.g. custom credit limit checks by sales area when creating an OE Order, check for a “returned receipt” as part of credit limit checking
• Using Workflow Status in custom business processes (e.g. Create EFT File)

Advanced Integration

• Synchronize between systems more efficiently, in real time. E.g. Only update data that has changed
• Integration with cloud-based collaboration tools (e.g. Slack, MS Teams, Twitter, Twilio)
• Create files to update external applications when events occur

Examples:

• Call a custom process when the Vendor’s address & contact details (but not other fields) are changed
• Send shipment details to the warehouse when an order is placed
• Synchronize the on-premises Sage 300 Vendors, Customers, GL Codes and Currency Rates to a cloud-based invoicing system