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MYOB Acumatica Tips & Tricks - Customising Fields

This blog post highlights several features that can be utilised without coding in MYOB Acumatica.

These features are:

  • Enable/Disable a field
  • Make a field mandatory
  • Make a field Visible/Invisible
  • Change the Display Name of the field

Enable/Disable a Field in MYOB Acumatica

Previously, to enable/disable the field, code was written in RowSelected event or using the PXUIEnabled attribute. However, by using the Screen Configuration setting we can enable/disable the field in the Screens section of the Customisation Project Editor.

In this example, we will disable the Customer Order Number field on a Sales Order.

  1. Navigate to the Customisation Projects (Customisation>Profiles>Publish Customisation) and create a new Customisation.
  2.  Open the Customisation Project and select Screens in the menu on the left-hand side.
  3. Use the Customize Existing Screen to create and add the Sales Orders
  4. Expand the SO301000 and click Fields. Click on Add a field (+)
  5. Select the field to Enable/Disable (For example, Customer Order Number)
  6. Add the value for the Enabled/Disabled column in the respective field.
  7. Publish the Customisation Package to save the changes.

Make A Field Mandatory

Previously, we used the PXDefault attribute to make a field mandatory. But in the Customization Project Editor, we can use the settings to make the field mandatory.
In this example, we will make the Customer Order Number field mandatory on a Sales Order.
Follow steps 1-5 above if you do not already have a customisation published.

  1. From the Customization Project Editor, select Fields in the left-hand menu.
  2. Set the Required section to True.
  3. Publish the Customization Package to save the change.

 
Make a Field Visible or Invisible

Using the same steps to Enable or Disable a field, we can make a field Visible or Invisible. This skips the need to write code in the RowSelected event at the graph a

Change Display Name

In older versions, to change the Display Name we were writing the Cache_Attached event but using these settings we can easily modify/change the Display Name for the field.

MYOB Acumatica offers various low-code functionalities that allow you to accomplish tasks without custom coding. By following the tips we have compiled, you can learn how to create and modify MYOB Acumatica fields within the application, avoiding the need to write code.

With this knowledge, you can optimise your use of MYOB Acumatica and potentially discover other low-code areas that can help you save valuable time.

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Juanita Potgieter
With over 20 years’ experience in various marketing and business development fields, Juanita is an action-oriented individual with a proven track record of creating marketing initiatives and managing new product development to drive growth. Prior to joining Verde, Juanita worked within strategic business development and marketing management roles at several international companies. Juanita is certified in both MYOB Acumatica and Oracle NetSuite.

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