Acumatica Customization: Building a Robust Configuration Screen
When developing custom solutions in Acumatica, you often need a dedicated screen to manage system-wide configurations. These "settings" screens should ensure data consistency and avoid conflicts by allowing only one record per company (tenant). Here's a breakdown of how to create such a configuration screen in Acumatica:
1. The Database Foundation
● CompanyID Column: In your custom setup table, include a CompanyID column. This is crucial in Acumatica for segregating data by tenant.
● Primary Key: Designate the CompanyID as the primary key of your table. This enforces the one-record-per-tenant rule at the database level, preventing duplicate entries.
2. Defining the Data Access Class (DAC)
Your DAC acts as the bridge between your database table and the Acumatica application. Here's how to define it:
3. Creating the Graph
The graph defines the behavior of your configuration screen. It handles data retrieval, updates, and user interactions.
Key Considerations:
● No Navigation: Since there's only one record, you won't need navigation buttons (next/previous) on your screen.
● User Experience: Design your screen with clear labels and helpful tooltips to guide users.
● Validation: Implement validation rules in your DAC and graph to ensure data integrity.
By following these steps, you can create robust configuration screens in Acumatica that ensure data consistency and streamline system management. This approach not only enhances the user experience but also contributes to the overall stability and maintainability of your Acumatica customizations.