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Removing the Customer Name from the Sales Order Form Title in Acumatica

13 February 2025

The Sales Order form (SO301000) in Acumatica displays the customer name in its title by default. Some businesses prefer a cleaner interface without this detail. Fortunately, this can be modified easily using the Customization Project Editor, without requiring code changes.

This guide walks you through the process, including adding screenshots of the steps and the final result for clarity.

Steps to Remove the Customer Name from the Title

Step 1: Open the Customization Project Editor

  1. Navigate to Customization > Profiles > Customization Projects.
  2. Select or create a new customization project.
  3. Add the Sales Order screen (SO301000) to the project.

Step 2: Modify the Header Description

  1. Locate the Field:

○     Within the Customization Project Editor, open the Screen Editor for the Sales Order screen (SO301000).

○     Click on the Data Source section in the toolbar.

  1. Set the HeaderDescriptionField Property:

○     Select the HeaderDescriptionField from the property grid.

○     Set its value to Null or an empty field as shown in the example below.



Step 3: Publish the Customization

  1. Save your changes and publish the customization project.
  2. Refresh your browser to ensure the changes take effect.

Step 4: Verify the Output

Navigate to the Sales Order screen in Acumatica and confirm that the title no longer displays the customer name.



Summary

By modifying the HeaderDescriptionField property in the Customization Project Editor, you can easily remove the customer name from the Sales Order form title. This approach avoids complex code changes, making it an efficient solution for most users.

Have additional questions or suggestions for improvement? Let us know in the comments below!

Ready to simplify your Acumatica interface? Removing the customer name from the Sales Order title is quick and easy with the Customization Project Editor—no code required. If you need more advanced customizations tailored to your specific business needs, don’t hesitate to reach out! Submit a customization request today and let our expert developers help optimize your Acumatica experience.