Customization Items: General Information

You start customizing MYOB Acumatica forms by adding the appropriate customization items to the customization project. A customization item is a programming or non-programming component of a customization project.

For each type of customization item that a customization project can include, the Customization Project Editor provides a page that you can use to add or modify one of these items.

Learning Objectives

In this chapter, you will learn how to add items to your customization project and how to update these items in the project.

Applicable Scenarios

You add customization items to a customization project when you need to make certain modifications to these items. You update these items if the items have been updated outside of the project (for example, in an MYOB Acumatica instance or in the database).

Addition and Update of Items in a Customization Project

You add items to a customization project by using the Customization Project Editor, which has separate pages that you use to add and manage each type of customization items in the currently opened customization project.

To add an item to the customization project, you open the page that corresponds to the type of item you want to add. Then on the page, you add a new item or an item that already exists in the system.

When you modify an object (such as a generic inquiry, report, or dashboard) that has been added to the customization project, information about the object is saved only to the instance database. Therefore, after modifying the object, you have to update the corresponding customization item so that the changes are saved to the customization project.

Adding Form Personalizations

You can incorporate your personalized screen configurations in a customization project. You do this by using the Screen Configurations page of the Customization Project Editor.

You can include these commonly personalized settings in your customization projects:

  • Tabs, including their visibility and order
  • Table columns and their visibility, order, width, and tab stops
  • Boxes, as well as their visibility, order, tab stops, visibility in collapsed state
  • Groups of elements and their captions
  • User-defined fields linked to a form, including their location

The following screenshot shows the added form configuration for the Sales Orders (SO301000) form.

Figure 1. The added screen configuration


You may have previously configured user-defined fields and added them to groups of elements while personalizing the form. These fields are automatically added to the User-Defined Fields (AU230000) page of the Customization Project Editor when you add the form configuration on the Screen Configurations page. For details on how to add user-defined fields, see User-Defined Fields in Customization Projects: General Information.