Hello. This is John Grande coming to you once again from DimeSoft Business Solutions. As, always I am absolutely thrilled to be talking to you about Acumatica ERP. Today we are going to be looking at how to configure columns inside of a form, while working within Acumatica. Let's go ahead and jump into the cloud and take a look.
Here we are in a sales order and you'll notice we have many columns here, more than you might want to view, but there's a lot here. To rearrange them, we've seen this many times in many of the different systems, I can simply just click and drag and it's as simple as that. But there is a more detailed way, or more comprehensive way to do this. If you'll notice, there's many columns here, I will scroll my scroll bar, and for example I no longer want PO source, or mark for PO visible.
Also, I want my unit price over here next to my, between my line description and my inventory ID. What I'm going to do is click on the column configurator, which, is this icon over here on the left. These are the columns that are not visible, these are the columns that are, so I'm going to go ahead and find PO source and mark for PO. Single click on that and then click on the left arrow, and that removes it, it's that simple. Do the same thing with PO source, move it over.
I am going to find unit price, which, is here. Hit the up arrow and bring it right between inventory ID and line description. There we are. Click okay, and you'll notice now, unit price has moved over to the left. If I scroll to the right you'll notice that PO source and mark for PO are no longer there. This is a feature that is done on a user by user basis, so every user can dictate what columns will be visible to them in any form. Not just sales orders, but any form within the system.
Thank you so much for viewing this brief video, if you would like more information regarding the Acumatica or DimeSoft, or would like a personalized demonstration please feel free to reach out to me directly. I can be reached at 951 928 1990, extension 212. Or, you can give me a call at, or drop me an email at jgrande@DimeSoftinc.com.
Thank you very much and I'll be looking forward to my next video for you.