SAP Business One 9.1 Configurable UI & Hide Functions….
In my past experience i have come across many clients asking for the UI to Removed or Hidden, also they want to remove certain functionality from the sap b1 as they don’t using those functionality, now in SAP Business One 9.1 release we have a New enhancement to change the UI and Hide Options which is a really a good enhancement.
1. Configurable UI
Open the Required Marketing Document or Form by using the path Tools –> Edit Form UI
Using the Edit form UI you can hide fields and tabs of a given window, change the location of fields by dragging and dropping, and change the window’s layout to best fit business needs. This way, the users get to work with user interfaces tailor made for their role and needs.
In the above screen you can the mode as UI edit Mode.
By using the mouse you can select the required field and drag and drop at the required position.
You can also use the Hide Option to grey the field from the screen and Disable option to remove from the Screen , by right click on the desired fields.
Once you done the required change in the UI you can close it will prompt for a save you can save it.
If You want to restore to original UI you can use the Restore Default option for it which is shown in the above screen.
With this new capability, you can customize the following windows:
● Business Partner Master Data
● Item Master Data
● Sales and Purchasing Documents
● Journal Entries, Journal Vouchers, and Chart of Accounts
● Goods Receipt, Goods Issue, Inventory Transfer, and Inventory Transfer Request
● Incoming and Outgoing Payments
You can set a default template for each user, or assign multiple templates to a user.
Note: The UDF fields also you can drag into the main screen.. so for customization it will be very easy.
2. Hide Functions
Hiding one or more of the functionalities above can be done either from the Hide Functions tab added to the General Settings window under: Administration — System Initialization
Hiding completely certain functionalities, in case these are not used at all by the business. Using this new option lets businesses enjoy the benefit of a thinner application that provides and displays only the functionality and features that the business really needs and uses. You can now hide and disable the following functionalities:
● Payment Wizard
● Dunning Wizard
● Cost Accounting
● Serial Numbers and Batches
● Unit of Measures