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Account Summary Customization for exclude branch information for screen GL4010000


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Hi~

I am tiring to customized Account Summary GL4010000 to excluded Branch information.

My final purpose is grouping Account in that screen to see totals include every branch.

Is it possible to realize it by my customization? or how can I change the hierarchy for Company/Branch into Company and Branch in the filter?

Thanks!!!!

Best answer by lbarker

Hi Attached is a GI.  Rather use this than customise the existing screen

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lbarker
Varsity II
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  • Varsity II
  • October 2, 2024

Hi Attached is a GI.  Rather use this than customise the existing screen


hdussa
Jr Varsity I
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  • Jr Varsity I
  • October 2, 2024

Hello @jwang1 ,

 

In the Account Summary screen, the Branch is one of the key fields to populate the grid results so I would not exclude the Branch. How about showing totals in a header field or create a row at the bottom of the grid?

The below forum help you to show the total in a header field.

https://community.acumatica.com/develop-customizations-288/how-to-create-a-summary-field-that-takes-all-filtering-into-account-for-a-regular-inquiry-screen-25093

 

Also, please check the native reports such as Transactions for Account [GL633500].


hdussa
Jr Varsity I
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  • Jr Varsity I
  • October 9, 2024

@jwang1 , you may choose the best answer if it worked.


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