Changing Acumatica Home Landing Page in 2018R2

Hi Everyone,

Just noticed that in 2018 Acumatica sets landing page as a complex one with multiple links and unnecessary information for some of my customers. This is what comes as default when you click on your company logo:

If your customer for example does not have access to the Internet or for whatever reason wants not to see this page but instead have immediate choice of setting it - I found a way to set landing page as User's profile. So, if user did not set the Home Page for (it)self then system will suggest it for the beginning. Here is how you can do it.

1. Make sure you have access to the database or can execute  a script there.
2. Run the following script against your database:

update sitemap set Url = '~/Pages/SM/SM203010.aspx' where Url = '~/Frames/Default.aspx'

3. Restart your IIS server.
4. Check on opening the system landing page becomes now User profile:

5. Here user may change the landing page as desired. What I did is changed to Account Summary in GL, so next time you click on Company Logo, it will navigate you there.

Please note that you can technically change the page for each module or per company if you modify the above script accordingly.

Addition for 2020R1. Above method does not change the landing page so what you can do is to replace Default.aspx file in the Frames folder with the one from the older versions or use below suggestion from comments.

All the best,
Sergey.

True Contextual Search from Acumatica 4.2 and up

Hi Everyone,

We have got an interesting feature in 4.2 - a text search functionality.
In version 5 it further extended to a true text search.

If you wish to use it please make sure SQL Full Text Daemon Filter service is up and running, well at least DO NOT DISABLE IT.

In pictures, if you like to see it like this:

Please make sure you have it like this at the SQL Server side:

In Acumatica 5 it is even better:

All the best,

Sergey.

Quick Logout. Managing Toolbar Buttons.

Hi Everyone,

For those of you having more than 10-20 companies in your Acumatica ERP instance, when trying to log out for the system, user should scroll down to LogOut Button.

Same to access User profile or Favorites. Please find below the standard positioning of the Log out and Companies. If we have 3 companies - it is not an issue, but when list grows - it becomes very unpleasant for the user every time scroll down to Log Out button to quit. As a result, number of open sessions grows, server slows down.

 We can swap Companies Section and Log Out/Favorites/Profile by modifying Main.aspx.cs file in the root of Acumatica WEB site. Please navigate to the root first:

Now lets open this file and modify the content:

Before Modification

After Modification

After file saved please restart IIS. Then result will be like below:

Now 2 clicks -> User logged Out, no scrolling is needed.

All the best,
Sergey.

Creating Links to External Files.

Hi Everyone,

This article is about linking external files to Acumatica entities without uploading to the database.

Document Management in Acumatica is great, but sometimes, customer may want to link files from existing third-party storage to Acumatica.

What we currently have in our product:

1. We can upload file into Acumatica entities, by just clicking on Attachment button. It is true for almost all the screens. We can attach files to each line of the grid as well. But this is not what our customer wants.

2. We can pass the link to existing file or document from Acumatica to the user. For example, we send link by e-mail then another user can paste it into the browser and access that file. And again this is not what we need.

3. We do have an option to insert a link to a third party file of web site inside acumatica as well.
This is what I wanted to describe in better details.

For example I would like to attach external file, located at local area network resource, to my Project. Lets open an existing Project. Links are made via Activities, therefore we should navigate straight to Activities Tab.

Next I open the Activity called Test and if I just add local folder on my PC like a text it will not work. But intention is to have something like this, working:

This way we can add simple text, but not the link.
In order to add a link I will use Microsoft Word to create a hyperlink first. I need to create a link to a FILE, not FOLDER in order for the function to work.

After I click OK, just Right Click on C:\Well\AcumaticaERPInstall.msi inside the WORD document and copy the HyperLink to clipboard

 

And then Paste the hyperlink into the Activity message body, please use Ctrl-V

Now lets save the Activity and get back to the project Activity History screen.
In order for the list to refresh just click on some other activity and get back to original one. It will refresh the NOTES area.

Now what you see is one non-working and another working link to a file:

All the best,

See you on the Partner Meeting 4th October.

Sergey.