In the first 2 parts of this series on “dressing up” Acumatica, we changed the title of the Estimating module in the workspace and its menu items and adjusted the screen title and field names on the Appraisal form (Figure 1).
Figure 1. Updated module name, screen title and field names
To wrap up this series, I will cover how to dress up action buttons and rearrange the display sequence of reports. Incidentally, these changes were requested by a customer and I was happy to oblige with this knowledge.
The first change is to replace “Release” with “Post to GL” on the button label on financial forms such as Invoices and Memos (Figure 2). This offers the accounting team a familiar lingo and indicates the trigger point when transactions are posted to the GL.
Figure 2. Change the action button label
Using the same customization project and technique I covered in part 2, I add AR.30.10.00 to the project and select Actions from the list of options (Figure 3).
Figure 3. Add the Invoices and Memos screen to the customization project
I click “+” to open the Action Properties dialog window, select “Release (release)” as the Action Name and replace the Display Name with “Post to GL”. Click “OK” to record the change and publish the current project to make it official (Figure 4).
Figure 4. Publish customization project to complete renaming the button label
The other change requested by the customer is to rearrange the display sequence of reports. For AR reports, they wish to move “Print Invoice/Memo” to the top spot (Figure 5).
Figure 5. Move the Print Invoice/Memo action to the top spot
Once again, I return to the same customization project, the same screen ID and the Actions option. To adjust ordering sequences, I select Reorder Actions to open the Reorder Actions dialog window.
Figure 6. Open the Reorder Actions dialog window
To change the sequence for the Report button, I change the Toolbar Folder to Reports and move Print Invoice/Memo from the bottom to the top (Figure 7).
Figure 7. Reorder reports on the list
I click “OK” to record the change and publish the current project to make it official (Figure 8).
Figure 8. Rearranged the report sequence
I hope you enjoy this series and have fun dressing up your Acumatica UI.
Eric.