Your Working Environment: Process Activity

In the following activity, you will change some of the basic settings of your MYOB Acumatica working environment that are available in your user profile, so that you understand how to make these changes in your own user profile.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Video Tutorial

This video shows you the common process but may contain less detail than the activity has. If you want to repeat the activity on your own or you are preparing to take the certification exam, we recommend that you follow the instructions in the steps of the activity.

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Story

Suppose that you are David Chubb, a new sales manager of the SweetLife Fruits & Jams company. So far, you have worked in New York for the SweetLife Head Office and Wholesale Center branch. Your time zone is Eastern Time, which is Greenwich Mean Time minus five hours.

You have just been transferred to the Service and Equipment Sales Center branch, and you are temporarily working from your home, which is located in Denver, Colorado. Your current time zone is Mountain Time, which is Greenwich Mean Time minus seven hours. For performing your job responsibilities, you need to frequently view sales prices for stock items on the Sales Prices (AR202000) form. You need to select your current time zone and to have sales prices for stock items displayed on your home page.

Prerequisites

You have explored the basic elements of the MYOB Acumatica UI. For details, see The MYOB Acumatica UI: General Information.

Process Overview

In this activity, you will do the following:

  1. Select your time zone for MYOB Acumatica
  2. Select your default branch
  3. Define your home page

System Preparation

Before you start changing the basic settings of your MYOB Acumatica working environment, make sure that the following tasks have been performed:

  • You have installed an MYOB Acumatica instance with the U100 dataset, or a system administrator has performed this task for you.
  • You have signed in to MYOB Acumatica with the following credentials:
    • Username: chubb
    • Password: 123

    For details, see MYOB Acumatica Access: Process Activity.

Step 1: Selecting Your Time Zone

To select your time zone in MYOB Acumatica, do the following:

  1. Click the User menu button, and in the User menu, click My Profile. The User Profile (SM203010) form opens.
  2. On the General Info tab (Personal Settings section), in the Time Zone box, select (GMT-07:00) Mountain Time (US & Canada).
    Tip:

    If you know the exact name of the time zone, you can type a part of the name in the Time Zone box. The search results will be limited to the values that match your search request.

  3. On the form toolbar, click Save.
    Tip: The times and dates shown in the system and in documents are displayed in time zone that you have selected. For instance, if another user located in the Eastern Time zone has created a document at 1:00 AM on January 16, 2024, David Chubb, who sees times and dates according to Mountain Time, will see a date of 1/15/2024 (because 1:00 AM Eastern Time is 11:00 PM Mountain Time on the previous day).

Step 2: Selecting Your Default Branch

To select your default branch, do the following:

  1. While you are still viewing the User Profile (SM203010) form, in the Default Branch box (which is in the Personal Settings section of the General Info tab), click the magnifier button.
  2. In the lookup table, which opens, double-click SWEETEQUIP to select the Service and Equipment Sales Center branch as your default branch.
  3. On the form toolbar, click Save.
    Attention: This change will not be applied during the current session. The next time you sign in, the system will set the default branch as your current branch, as you can see in the next several instructions.
  4. Sign out of MYOB Acumatica.
  5. Sign in to MYOB Acumatica again.
  6. Open the Company and Branch Selection menu. On the menu, you can see a check mark next to the Service and Equipment Sales Center branch, which means that this is your current branch. Thus, the system has set your current branch to the default branch you have specified.

Step 3: Defining Your Home Page

As David Chubb, you want your home page to be set to the Sales Prices (AR202000) form so that you can immediately see the sales prices when you sign in (and any other time you click the Home button).

To define your homepage, do the following:

  1. In the top pane, click the User menu button, and in the User menu, click My Profile to open the User Profile (SM203010) form.
  2. In the Home Page box (which is in the Personal Settings section of the General Info tab), click the magnifier button. The lookup table opens.
  3. In the search box of the lookup table, type sales prices (the name of the form that will be David Chubb's home page) to limit the search results to the values that match your search request. Among the results will be the form you want, with Sales Prices in the Title column. Double-click it to select the Sales Prices form as your home page. The system closes the lookup table and fills in the Home Page box.
  4. On the form toolbar, click Save.
  5. In the upper left corner of the MYOB Acumatica screen, click the Home button to make sure that the Sales Prices form, which you defined as your home page, opens.