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      Adding a basic default filter to Sales Orders (SO3010PL) to improve performance

      This case study explains how to add a filter to a generic inquiry (GI) to improve performance

      Adding filters to GIs is a useful tool to help improve performance, especially when large numbers of records are being displayed.

      This page explains how a site admin can add a basic filter for open orders to the Sales Orders GI (SO3010PL), save it, and set it as the default for all users. Reducing the amount of records displayed by this commonly-used GI can have a significant impact on performance, both for this GI and system-wide.

      Acumatica remembers some filter settings

      In some cases, changes to filters are stored during a session, which can limit the effectiveness of default filters if users change them during a session.

      1. Go to Sales Orders (SO3010PL).
      2. Click the filter icon.
        ACUFilterButton
      3. Add conditions to the filter, so that only orders with the status "Open" will show in the list. 
        • Property: Status
        • Condition: Equals
        • Value: Open
        ACUFilterParameters-2
      4. Select the Default and Shared checkboxes, so that all users will default to this filter when they first access the GI.

      Once this is complete, all users will default to this filter when they first open the sales order screen. If they want to see closed orders they can remove the filter.