Just like object lists, it is easy to customise transaction and inquiry screens in HARMONiQ so that each screen contains all the information you want specific users or roles to see, and only that information.
In this example, we'll customise the Purchase Requisition screen, but the same principles apply to other screens.
Here is the standard layout for the Purchase Requisitions screen.
For this example, we want to add the following properties to the screen header:
- - The supplier's currency
- - The supplier's country
We also want to remove the Requisition Type property since all requisitions are of the Standard type.
To do this, open the Purchase Requisition List by pressing Ctrl+Shift+S, then type 'requisitions.' Select Add-F2 to display the Purchase Requisition screen. Right-click the grey header area of the screen and select Design Layout from the menu.
HARMONiQ displays the Layout Item Chooser, which contains all the properties related to the Purchase Requisition object.
Click into the list of properties and start typing 'currency' until the Currency property is highlighted.
Either double-click on the Currency property or select Add Item at the bottom of the Layout Item Chooser. HARMONiQ displays the Control Type screen. In most cases, you can leave the default type selected.
Select OK to add the Currency property to the Purchase Requisition screen.
The Country property is within the supplier's address, so the property we need to add is Supplier.Address.Country. Start typing 'supplier' to find the Supplier property and select it. Click the > arrow next to the Supplier property to display its sub-properties.
Highlight the Address property and click the > arrow next to it to display its sub-properties. Click into the Supplier. Address sub-properties and start typing 'country' to find the Country property.
Double-click on the Country property and select OK to add it to the Purchase Requisitions screen. Select Close to close the Layout Item Chooser.
The new properties have been added, but they may not be fully visible.
Move your cursor next to the row of dots under the screen header until you see a double-headed arrow.
Drag down until all new properties are visible.
Right-click in the grey header area of the screen and select Design Layout to display the Layout Item Chooser. Drag the Layout Item Chooser out of the way. Right-click on the Requisition Type property and select Delete from the menu.
The Requisition Type property is now removed from the screen. Close the Layout Item Chooser.
Your screen should now look something like this:
Right-click in the grey header area of the screen and select Design Layout to display the Layout Item Chooser. Drag the new properties to your preferred location. Close the Layout Item Chooser.
On the screen below, the Country and Currency properties are placed side by side underneath the Supplier and Supplier Ref. The layout can be customised according to your company's and user's needs.
Move your cursor next to the row of dots under the screen header until you see a double-headed arrow. Drag up until the header is the desired size.
Right-click in the grey header area of the screen and select Design Layout. Right-click on the Country property and select Rename from the context menu.
Type in 'Supplier Country' and press Enter.
Close the Layout Item Chooser.
At this stage, none of the changes have been saved. If you close the screen now, all the modifications will be lost. However, if needed, this allows you to revert to the original layout by simply reopening the screen.
Click the HARMONiQ icon at the bottom left of the Purchase Requestions screen and select Save Layout from the menu.
To make this the default layout for all users, leave the Name blank, keep the Layout Context set to Company, and select Continue-F9.
Close the Purchase Requisitions screen. Select Add-F2 to add a new purchase requisition. The screen should reopen with all of your layout changes applied.
Link to HQ manual - Designing the Screen Header
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