Using Tables
As you work, you may need to perform specific operations with tables; typical operations are discussed below.
For instructions on adjusting table layout, see Adjusting Table Layout.
Selecting Objects in the Table
Some forms have a Select column (with a check box as a header) that you can use to select objects from the table:
- To select particular objects, click the check box in the Selected column for each object.
- To select all objects displayed on the current page of the table, click the Selected check box in the column header.
Using Simple Filters and Sorting
You might find it helpful to narrow the range and rearrange the order of displayed objects before selecting particular ones. You use the simple filters by selecting the appropriate options in the menu that appears when you click any column header in any table in the system. You can find the detailed procedures in To Filter the Data in a Table.
You can also use filters to add tabs with only the data you want to see. For more information, see Filters.
Attaching Files to Record Details
In MYOB Acumatica, files can be attached to any detail of a record (that is, an object, entity, or document created by using a form). A record detail is a particular row in the record that a user has added by using the data entry form. You can attach different files, such as images in various formats, scanned documents, and internal instructions for employees.
You can easily manage and track files and images attached to MYOB Acumatica records and record details for various purposes. For more information on managing attached files, see Managing External Storage for File Attachments in the MYOB Acumatica System Administration Guide and Working with Data Entry Forms and Importing and Exporting Data to Excel and XML in the MYOB Acumatica Getting Started Guide.
Attaching Notes to Record Details
In MYOB Acumatica, a record is an object, entity, or document created by using a form. A record is a particular row in the record, and you can attach text notes to any record detail. By using these notes, you can communicate key information about the record detail to other users.