Tailoring the Customer Portal: General Information

You can tailor the Customer Portal based on the business processes of your customer's organization. You can modify or design a dashboard for your customers, add or change a workspace, and create a generic inquiry, which can be used for a widget on a dashboard.

Learning Objectives

In this chapter, you will do the following:

  • Create a generic inquiry in the Customer Portal
  • Create and design a dashboard in the Customer Portal
  • Create a workspace in the Customer Portal

Applicable Scenarios

You may need to tailor the Customer Portal in the following cases:

  • You are an implementation consultant and you need to create a generic inquiry in the Customer Portal according to your company's business needs.
  • You are an implementation consultant and you need to change a Customer Portal workspace or create a new workspace according to your customer's business needs.
  • You are an implementation consultant and you need to design a dashboard in the Customer Portal to display data related to your customer's business.

Generic Inquiries

MYOB Acumatica includes predefined generic inquiries, whose settings can be viewed on the Generic Inquiry (SM208000) form. These predefined generic inquiries are stored in the system data—that is, the data of the System tenant, which is the tenant installed by the system. The generic inquiries are also available in the Customer Portal.

Users can also create or modify generic inquiries without programming. For details on working with generic inquiries, see Tailoring the Customer Portal: Creation and Modification of Generic Inquiries.

Workspaces in the Customer Portal

A workspace is a menu that displays links to forms, reports, and dashboards of a particular functional area. A workspace may also contain tiles for frequently accessed forms (optionally with key settings filled in) and categories for grouping the links, such as Profiles, Reports, and Preferences. For more details about the UI elements of a workspace, see Learning About the MYOB Acumatica UI.

For details on configuring workspaces, see Tailoring the Customer Portal: Creation and Modification of Workspaces.

Dashboards

A dashboard is a collection of widgets that are displayed on a single screen. With MYOB Acumatica dashboards, you can monitor current financial, operational, and organizational information of your company, and analyze real-time trends that relate to your job. On dashboards, different types of information can be displayed in various presentation forms—such as text, charts, graphs, and tables—depending on your preferences and the specific type of data you want to see.

MYOB Acumatica dashboards support various types of widgets, which have drill-down capabilities. By using the drill-down capabilities, a customer contact can navigate directly from a dashboard widget to the source of the data you are viewing, so that this contact can learn more about and take actions on the data that is highlighted on the dashboard. This data might be, for example, the number of cases in progress or orders placed.

For details on designing dashboards, see Tailoring the Customer Portal: Creation and Design of Dashboards.