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      Adding a parameter-driven filter to Sales Orders (SO3010PL) to improve performance

      This case study explains how to add a parameter-driven filter to a primary-list generic inquiry (GI) to improve performance

      Basic filters can help improve the peformance of GIs, but this effect can be reduced by saved user sessions states. Adding a simple parameter-driven filter to a primary-list GI customisation is a way to make the performance improvements more robust to session state effects.

      This page explains how an MYOB Acumatica consultant can customise the Sales Orders GI (SO3010PL) with a parameter-driven filter for open orders in a specific date range.

      1. Go to Sales Orders (SO3010PL).
      2. From the Customisation menu, select Edit Generic Inquiry.
      3. Open the Parameters tab, and add any parameters you want to use to filter the screen. In this case we're adding three, as in this screenshot.
        ACUFilterParameters-1
      4. Open the Conditions tab, and apply the following conditions to the parameters.
        ACUFilterConditions-1
      5. Save the customisation.

      Once complete, the resulting GI will be filtered to only the open orders in the specified date range.

      Note that a large date range will make the page slow to reload.