Course Description

By completing this course, you will learn how to define the complex layout of a data entry form and implement the business logic of the form (such as insertion of data from a template and validation of a field value). The course also shows how to provide configuration parameters for a data entry form by using a setup form. The current version of the course is valid for Acumatica ERP 2023 R1 Update 1 (23.101.0071) or later.

Through the examples, you will learn how to perform the following customization tasks in Acumatica ERP:

Configure a complex form layout
Copy field values from one record to another
Validate field values
Configure the auto-numbering of a field value

How to Use This Course

To complete this course, you will complete the lessons from each part of the course in the order in which they are presented. More specifically, you will do the following:

Complete Course Prerequisites, perform Initial Configuration, and carefully read Company Story and Customization Description.
Complete the lessons in both parts of the training guide.

Quiz

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Training Materials

T220 TRAINING GUIDE

T220 LINK TO EXAMPLES

Installations

Training Recordings

The webinar recordings presented below are based on the training guide for Acumatica ERP 2019 R2. Because of this, the topics described and shown in the recordings may differ from the course materials for Acumatica ERP 2023 R1.

Session One

Session Two

Session Three

Session One

In this training, the following PowerPoint presentation has been used: T220 Data Entry and Setup Forms 2019 R2

Session Two

In this training, the following PowerPoint presentation has been used: T220 Data Entry and Setup Forms 2019 R2

Session Three

In this training, the following PowerPoint presentation has been used: T220 Data Entry and Setup Forms 2019 R2

Additional Reference

Input Controls

Box (Control for a Data Field)

Sequence of Events: Update of a Data Record

Predefined Size Values

Parameters in Fluent BQL

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