Tips: How to add a new text field in Acumatica?

Adding a text field in Acumatica with No-Code / Low-Code customisations. Check out this blog to know more.

Use Case: Let us assume that a user wants to add a text field in the Summary area of Sales Orders (SO301000) screen of Acumatica.

The data displayed in the below-mentioned steps are from the U100 dataset of Acumatica.

To add a new field, below mentioned are the steps:

  1. After logging into Acumatica, create a new project in Customization Projects (SM204505) screen. 
  1. Add the existing Sales Order (SO301000) screen.

  1. Now select the Form: Document section and navigate to Add Data Fields tab.

  1. Click on New Field button under the Add Data Fields tab.

  1. Upon clicking it, a pop-up window will open. Enter the details for the new field and click on OK button as shown below.

  1. Click on Save button and publish the project.

  1. Publishing the project will save the new field in database and DAC file. 
  1. Since, the new field is to be added under the External Ref field in the Summary area; navigate to the External Reference field in the middle pane of the Customization Project Editor
  1. And click on Add Data Fields tab.

  1. Navigate to the new created field, select the checkbox and then click on Create Controls button.

  1. And then click on Save button.

  1. Publish the project. 
  1. And hence, the field has been added.

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