Multi Record UDF Updater for Sage Evolution

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Multi Record UDF Updater for Sage Evolution

Sage, Evolution

We deveoped a Sage Evolution add-on module that automatically updates UDFs. Consider for example you would like to update 15 UDF (User Defined Fields) per customer (as seen below). If there were 200 customers with 15 UDF fields to be changed, it would mean (200x15 = 3000) individual error prone manual updates.

 

Sage, Evolution

 

 

With our “Multi Record UDF Updater” application however, you specify the data just once and it would automatically update all the relevant records. It can be updated per group, rep, area, city, code prefix etc. The application is opened by clicking on the icon in Evolution.

 

 

Sage, Evolution

 

This tool is especially useful when you have different kinds of information to display on reports, invoices, and/or statements. Below is an example of an input screen where you update the UDFs (just once) and then it consequently pushes through to all the respective individual records. If a new customer is added, or if a customer is changed (let’s say the group is changed) the relevant information will automatically be updated.

 

Sage, Evolution

Sage, Evolution

 

For all your Sage Evolution development or integration needs, please do not hesitate to contact me.

Hanno Winterbach
084 826 3454
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www.software4business.co.za

 

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"Software4Business customised our Sage Evolution system, giving us full ERP functionality and complete control of every aspect" - NA Glass Pty Ltd.

We Are Here To Help


We know that you do not always have time to do your own work as well as Sage Evolution configuration, training and troubleshooting. Evolution might be user-friendly but being an administrator takes a bit more than what meets the eye. We know, and we dedicated thousands of hours learning the ins-and-outs. We know the front-end, back-end, programming code and triggers inside out. We can help you, that is what we are here for.

Strategic Reporting

We know you want to see income statements, balance sheets, make sure the TB balance and keep an eye on those ageings totals, but what if you need something more. Something like KPIs for your warehouse staff, or a monthly sales report that gives you budgets per customer and GL account. What if you want to segment your reps and products. How do you do that? We use our "secret" weapons combined with Excel-based reporting. Impossible becomes strategic.

Years Of Experience


With over 40+ years combined IT experience and 30 years with Sage, you can be sure to get the right solution, with the right answers and years of "know-how". Our experience shows in the lists of prestigious customers we have helped over the years. We can also help you. Martin Luther King, Jr. said that knowledge gives man power; We are adding this "without experience you have little control"

Ready When You Are


We would love to meet you and see how our solutions can help you "take back control". A meeting, demonstration or support with any of our highly skilled Sage Evolution consultants can be arranged.

 

 

Click here when you are ready!