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Grid Layout

Clear Sorting​

Scenario​

I have selected "Group by Document No" in Sales Profit and Loss by Document. However, when previewing the report, the same document number is split. How can I resolve this issue, as shown in the screenshots below?

scenario1-1

scenario1-2

Steps & Instruction​

  1. Right click on any grid column.

  2. From the pop-up menu, click on Clear Sorting.

    steps-1

  3. All grid columns will have their sorting cleared and will follow the Group By command.

    steps-2

  4. Preview the report. The same document numbers will now be grouped together.

    steps-3

Rename Grid Header​

Rename Steps & Instruction​

  1. Right click on any grid header. From the small menu, select Properties.

    right-click-properties

  2. Find the column you want to rename and change its caption. Click OK to confirm.

    grid-properties

  3. The original column name “Ref 1” has now been changed to “Cust PO”.

    column-result

Reset/Delete Layout​

Step to reset layout​

reset-layout-1

  1. Hover over Item code and right click

  2. Select Grid Layout

  3. Click on Load Layout

    reset-layout-2

  4. Press Reset Layout

Step to delete Existing Layout​

delete-layout-1

  1. Hover over item code and right click

  2. Select Grid Layout

  3. Click on Manage Layout

delete-layout-2

If your screen looks like the one above , select the layout | press DELETE | SAVE

Save and Manage Layout​

How to call out hidden field?​

  1. Click on the button from left side of Item Code , checked all field you wish to show out

    13

  2. Right-click on the grid (for example, right-click the “Description” column) and select Grid Layout | Save Layout.

    save-layout-1

  3. Enter a layout name. Check “Save as Default Layout” if you want to set this as your default layout, then click Save.

    save-layout-2

How to assign this layout to others users?​

  1. After saving your layout, right-click on the grid (for example, right-click the “Description” column) and select Grid Layout | Manage Layout.

    manage-layout

  2. You can assign your layout either by users or by groups. For example, to assign by users:

    manage-layout-users

  3. Click the arrow next to the user's name, select the user, and click SAVE.

    manage-layout-users-select

note

Default: Make this layout the default for the user.

− : Empty it without setting any layout for this user

Deny: Hide this layout so the user cannot see or load it.

How to disable users access right to go field chooser and customize layout ?​

  1. Go Tools | Maintain User

    access-control-1

  2. Highlighted on the user name and press on EDIT

    access-control-2

  3. Click on More | Access Control

    access-control-3

  4. Go to Group: Misc, uncheck Customize grid (field chooser) and Manage Grid Layout, then click SAVE.

    access-control-4