Enhancing Global Search Functionality in Acumatica
This video provides a technical solution to enhance the Global Search functionality within the Acumatica ERP system.
Challenges
Limited Global Search Capabilities in Custom Screens: The standard Global Search function in Acumatica may not effectively capture data from custom screens or newly created screens. This can lead to difficulties in locating specific information and records when users rely on Global Search.
Solution and Benefits
- Customizing Global Search Behavior: By adding specific syntax to the “Note ID” field within the screen’s header data definition (DA), developers can extend the reach of Global Search. This allows users to search for data entered into custom fields, making information retrieval more efficient.
- Improved User Experience: Enabling Global Search across all screens, including custom ones, provides users with a consistent and seamless experience. They can easily locate the information they need, regardless of the screen they are working on.
- Increased Efficiency: Streamlining the search process saves time and effort for users, allowing them to focus on more critical tasks.
- Expert Implementation Support: Tayana Solutions, the largest Acumatica Services Partner, boasts a team of skilled consultants with extensive experience in addressing various Acumatica scenarios. They can help implement this solution and provide ongoing support. You can contact them at 6789102774 for assistance.
This podcast will guide you through the technical steps involved in enhancing Global Search in Acumatica. The expertise offered by companies like Tayana Solutions can be invaluable in successfully implementing this solution.