Customising General Inquiry Screens in MYOB Acumatica
Managing and presenting data effectively is key to business success, and MYOB Acumatica’s generic inquiry screens provide a flexible, powerful solution. In our recent webinar, part of the AlphaBiz Solutions: Unlock the Power of Your MYOB Acumatica series, we explored how to customise and optimise these screens to meet specific business needs. Below is a breakdown of the key insights shared during the session.
Watch the Full Webinar Recording
For a more detailed look at the tips and techniques discussed, watch the full recording of the webinar on our YouTube channel.
Why General Inquiry Screens Matter
A generic inquiry screen in MYOB Acumatica allows businesses to extract, filter, and display data in a way that suits their operations. These screens help you access meaningful information quickly and efficiently, transforming raw data into actionable insights.
Key Benefits of General Inquiry Screens:
- Streamlined data presentation across different modules.
- Flexible filtering options for better data management.
- Tailored views based on business needs and roles.
Simple Customisation Techniques
In the webinar, we covered how to easily modify and customise existing generic inquiry screens to better align with your business processes. By learning these basic techniques, users can:
- Adjust the columns and filters to suit their preferences.
- Add or remove data fields based on the information needed for daily operations.
- Create custom views and tabs for different departments or roles.
These simple modifications can enhance both usability and efficiency, allowing your team to work smarter, not harder.
Advanced Data Filtering and Presentation
One of the most powerful features of generic inquiry screens is their ability to filter and organise data. In this session, we showed how users can:
- Set up advanced filters to view only the most relevant data.
- Save custom filters for easy access and share them across the organisation.
- Arrange data fields and columns to improve the visual presentation of information.
Properly filtering and presenting data can significantly reduce the time spent searching for critical business insights.
Maximising Efficiency with Customised Screens
Customising generic inquiry screens can lead to substantial gains in operational efficiency. By aligning these screens with your specific business processes, you can:
- Reduce manual work by automating data views.
- Ensure that each department has access to the data that matters most to them.
- Make better, data-driven decisions faster.
If your team is struggling with data management, customising these screens might be the solution to enhancing productivity and clarity.
Take Your MYOB Acumatica to the Next Level
If you’re looking to further customise your MYOB Acumatica setup or need assistance with your ERP system, AlphaBiz Solutions is here to guide you every step of the way.
