Types of screens in Acumatica

Hello everybody,

today  I want to describe one more feature of Acumatica: types of screens in Acumatica. In Acumatica majority of screens are the following:

  1. Data Entry pages
  2. Maintenance pages
  3. Inquiery pages
  4. Setup pages
  5. Processing pages
  6. Reports.

Now let's talk in more details about those screens:

Data entry pages

As usually data entry pages located at following icon in the red rectangle.

These pages are the most frequently used pages of the Acumatica. Typically, data entry pages are used for the input of business documents, such as sales orders in a distribution module.

Maintenance pages

As usually maintenance pages located at following icon in the red rectangle.

Maintenance pages are those intended for data entry but used more rarely than the main data entry pages. Typically, maintenance pages are helper pages on which you input data that is used on the data entry and processing pages of the Acumatica. For instance, because you specify a customer for each sales order, you need a page for entering and editing customers. The most appropriate way to classify the customer edit page depends on how frequently the page is used. Because the customer is a helper entity for sales orders, you can consider Customers as maintenance page.

Inquiry pages

As usually inquiry pages located at following icon in the red rectangle.

By using inquiry pages, the user can view data narrowed by the selection criteria they have specified; these pages are similar to reports but designed for online viewing. Typically, an inquiry page consists of a form that provides selection parameters and a grid that lists the retrieved data.

Setup pages

As usually setup pages located at following icon in the red rectangle.

Setup pages

As usually setup pages located at following icon in the red rectangle.

Setup pages provide the configuration parameters for the Acumatica. On every setup page, you set up the consistent configuration for particular functionality of the Acumatica. A set of configuration parameters is stored in a single record in the corresponding setup table of the database. By using a setup page, a user can edit this record: for example, enable or disable a feature, specify default values, or set the initial numbers of documents. Setup pages are used very rarely, usually in the very beginning of application implementation and use.

Processing pages

As usually processing pages located at following icon in the red rectangle

On a processing page, users can invoke an operation on multiple selected records at once. For instance, user need to cancel orders according to some criteria. He has two options: for each order navigate to Sales Orders screen, open proper sales order, press at Actions -> Cancel Order. Another option is to use processing screen. Processing page can automate this process.

User can check (checkboxes in red rectangle) sales orders for cancel, and then click on process button (in blue rectangle there are two buttons: PROCESS and PROCESS ALL).

PROCESS ALL will automatically check all checkboxes and cancel them.

Reports

As usually reports pages located at following icon in the red rectangle

In Acumatica user can create reports and design printable forms of documents.

In Acumatica user can create reports and design printable forms of documents.

Now you have needed knowledge that you can use in order to write super detailed task for your Acumatica developer.

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