Personalization of the MYOB Acumatica UI: To Make System-Wide Personalization

This activity will walk you through the process of loading a personal configuration of a form layout, making changes to the form’s configuration, and applying these changes system-wide—while preserving individual users' configurations.

Attention: This activity is performed in the Modern UI based on the U100 dataset. If you’re using the Classic UI, some features may not be available, which could affect processing. 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 issues, restore the U100 dataset to its initial state.

Story

Suppose that you are Kimberly Gibbs, a system administrator and customizer at the SweetLife Fruits & Jams company. You were asked to make some changes to the configuration of the Invoices and Memos (AR301000) form and apply these changes system-wide.

You have also reviewed the personal configuration that David Chubb, a sales manager at the SweetLife Fruits & Jams company, has made on this form and decided to apply this personal configuration system-wide. While applying this configuration, however, you need to preserve other users’ personal configurations of the form (if applicable).

Acting as Kimberly, you’ll load David Chubb's configuration of the form, make additional changes, and apply the updated layout to all users, while preserving their personal configurations. Then acting as David, you need to review the system-wide changes and confirm that your personal configuration remains intact.

Process Overview

In this activity, you’ll do the following on the Invoices and Memos (AR301000) form:

  1. Load David Chubb's personal configuration
  2. Manage UI elements in the fieldsets of the Summary area
  3. Pin a UI element in the fieldset
  4. Rename the fieldset
  5. Delete a UI element from the fieldset
  6. Change the order of tabs
  7. Change the set of visible columns in the table
  8. Apply the changes system-wide, preserving users’ personal configurations
  9. Review the system-wide and personal changes

System Preparation

Before you begin performing the steps of this activity, do the following:

  1. Launch the MYOB Acumatica website with the U100 dataset preloaded and the Modern UI turned on.
  2. Complete the Personalization of the MYOB Acumatica UI: To Personalize a View of a Form activity as David Chubb to make a personal configuration of the Invoices and Memos (AR301000) form.
  3. Sign in to the system as Kimberly Gibbs by using the following credentials:
    • Username: gibbs
    • Password: 123

Step 1: Loading the Personal Configuration

To load David Chubb's personal configuration of the Invoices and Memos (AR301000) form, do the following on the form:

  1. On the form title bar, click the Settings button and then click the Screen Configuration menu item, as shown below.
    Figure 1. The Screen Configuration menu item


    This activates Form Configuration mode, and displays the Form Configuration pane at the top of the form (see below).

    Figure 2. The Form Configuration pane


  2. In the Form Configuration pane, click Load Personal Configuration.
  3. In the Load Personal Configuration dialog box, which opens, select David Chubb in the User box. This is the user whose configuration you want to load.
  4. Click Load. The system loads David’s personal configuration of the form.
  5. Review the tabs’ order. It should match David Chubb’s layout exactly.

Step 2: Customizing Fieldsets

Suppose that you were asked to do the following in the Summary area of the Invoices and Memos (AR301000) form:

  • Add the Branch box to the first fieldset and pin it so that it stays visible when the fieldset is collapsed
  • Add the Base Currency ID box to the second fieldset after the Cash Discount Date box
  • Rename the third fieldset to Total

Also suppose that after you added the Base Currency ID box to the second fieldset, you were asked to remove it because management decided to postpone the addition of the element. To make these changes, do the following:

  1. While you are still on the Invoices and Memos form in the Form Configuration mode, click the Settings button in the upper-right corner of the first fieldset in the Summary area (see below).
    Figure 3. The Settings button for the fieldset


    The Section Configuration dialog box opens.

  2. In the Available Elements pane of the dialog box, expand the CurrentDocument group by clicking the arrow icon next to its name.
  3. Click Branch in the expanded group of UI elements and then click the arrow that appears to the right of its name (see below).
    Figure 4. The Section Configuration dialog box


    The system moves Branch to the end of the list in the Selected Elements pane.

  4. Click the Pin icon next to Branch (shown below). This ensures that the Branch box will remain visible when the fieldset is collapsed.
    Figure 5. The Pin icon


  5. Click Apply.

    The Branch box appears in the first fieldset, as shown below.

    Figure 6. The Branch box in the fieldset


  6. Click the Settings button in the second fieldset.
  7. In the Available Elements pane of the Section Configuration dialog box, type Base Currency ID in the Search box. The CurrencyInfo group appears.
  8. Expand the CurrencyInfo group (see below).
    Figure 7. The search for the element name


  9. Click Base Currency ID in the expanded group and then click the arrow next to its name.

    The system adds Base Currency ID to the end of the list in the Selected Elements pane.

  10. Drag Base Currency ID immediately after Cash Discount Date (see below).
    Figure 8. The changed element order


  11. Click Apply.

    The Base Currency ID box appears in the second fieldset after the Cash Discount Date box, as shown below.

    Figure 9. The added Base Currency ID box


  12. Click the Settings button in the third fieldset.
  13. In the Selected Elements pane of the Section Configuration dialog box, hover over Untitled and click the Edit button, which appears to the right of it.
  14. In the editing area, type Total.
  15. Click Apply.

    The name of the third fieldset changes, as shown below.

    Figure 10. The renamed fieldset


  16. To remove the UI element that’s no longer needed, click the Settings button in the second fieldset.
  17. In the Selected Elements pane of the Section Configuration dialog box, hover over Base Currency ID and then click the Delete icon, as shown below.
    Figure 11. The Delete icon


  18. Click Apply.

    The system has removed the Base Currency ID box from the second fieldset of the Summary area.

Step 3: Changing Tabs’ Order and Visibility

Suppose that you were asked to apply the following changes system-wide on the Invoices and Memos (AR301000) form:

  • Move the Taxes tab after the Details tab
  • Hide the Applications tab

To make these changes, do the following:

  1. While you are still on the Invoices and Memos form in the Form Configuration mode, drag the Taxes tab to place it immediately after the Details tab.
  2. Drag the Applications tab to the More button and then move it to the Hidden Tabs section that appears below the More button (see below).
    Figure 12. The change in tabs’ order and visibility


Step 4: Managing Table Columns

Suppose that on the Details tab of the Invoices and Memos (AR301000) form, you were asked to add the Tax Amount column to the table and hide the Expense Date column.

To change the set of columns of the table, do the following:

  1. While you are still on the Invoices and Memos form, go to the Details tab.
  2. In the upper-left corner of the table toolbar, click the Settings button. The Column Configuration dialog box opens.
  3. Select the check box for Tax Amount.
  4. Clear the check box for Expense Date.
  5. Click OK.

Step 5: Applying the Changes System-Wide

To apply the changes on the Invoices and Memos (AR301000) form system-wide, do the following while you are still on this form in Form Configuration mode:

  1. Click Apply to All in the Form Configuration pane at the top of the form.
  2. In the Apply to All dialog box, which opens, click the Preserve Personal Configuration button.

    The system applies the changes (except for users with their own configuration of the form) and closes the Form Configuration pane.

  3. Sign out of the system.

Step 6: Reviewing the System-Wide Changes

Now suppose that you are David Chubb. After Kimberly Gibbs has applied the system-wide changes on the Invoices and Memos (AR301000) form, you need to review the form and verify that your personal configuration of it has been preserved. Do the following:

  1. Sign in to the system as David Chubb by using the following credentials:
    • Username: chubb
    • Password: 123
  2. Open the Invoices and Memos (AR301000) form and add a new record.
  3. Review the first fieldset in the Summary area to confirm that the Branch box is there.
  4. Click the arrow icon in the upper-right corner of the area to collapse it.

    The fieldsets collapse and show only pinned UI elements, including the Branch box in the first fieldset.

  5. Review the third fieldset to confirm that it’s named Total.
  6. Review the order and visibility of the tabs. They should be in the same order that you previously configured (for example, the Taxes tab appears after the Financial tab, not after the Details tab).
  7. On the Details tab of the form, review the Manual Price column that has been added to the table in your personal configuration and the Tax Amount column that has been added to the table in the system-wide configuration.
  8. On the Addresses tab, review the appearance of the Bill-To Contact and Bill-To Address sections. They should be collapsed while the other sections of the tab are expanded.

As a system administrator and customizer, you loaded the personal configuration of the form and made other changes to it. Then you applied all the changes, including the personal configuration, system-wide while preserving users’ personal configurations. As a user, you reviewed the applied system-wide changes and verified that your personal configuration had not changed.