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Acumatica “How To”: Setting a Default Parameter in a Menu Tile

Acumatica’s modern user interface (UI) is designed to improve the efficiency of everyone who touches the Acumatica system. While the enhanced UI is intuitive, there are still some changes that the user-administrator should be aware of in order to ensure that processes aren’t interrupted.

That’s why we’ve put together a step-by-step guide to setting up a default parameter in a menu tile in Acumatica 2019 R1:

Step 1: When you click on the “New Project Transaction” tile in the modern UI, it no longer takes you to a new project transaction record. Instead, it will direct you to the most recently created project transaction record.

Projects Quick Menu

While the record that is displayed by clicking the “New Project Transaction” menu tile is the most recently created record, you actually would like it to display a new record.

Most recently created Acumatica record

Step 2: Go to “Edit Menu”

Step 3: Click on the “Project” workspace and then the Edit icon (pencil) on the menu tile.

Edit icon on Acumatica Project workspace

Step 4: Enter the “Parameters” as displayed below and click OK.

Acumatica Tile Parameters
Parameters: Module=PM&RefNbr=<NEW>

Step 5: Click “Exit Menu Editing”.

Exit Tile Editing in Acumatica

Step 6: Now click on the “New Project Transaction” menu tile and a new record will appear instead of the last record.

New Record in Acumatica

Have additional questions about changes in the new Acumatica UI or other Acumatica topics?

Contact us today!

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