Customizing a view

  1. Access the list panel of the M3 program to customize.
  2. From the View menu, select a view to customize.
  3. Click Edit view. The program opens in Edit mode where the column and the position usage bars are displayed.
  4. Right-click the column to customize and click Edit. If the column should not displayed, click Hide Column.
  5. Specify this information:
    Name
    The menu for this field is disabled.
    Field information code
    Specify additional field information. This information is used to show the field correctly.
    Field length
    Specify the number of characters that the field will show. The field length also determines the column width.

    If the field is blank, then the field length will follow the M3 standard.

    If the value is longer than the M3 standard, a portion of the value will not be displayed.

    Number of decimals
    Specify the number of decimal places that the field will display. The value can range from 0 to 6. If the field is blank, value defined in the database will determine the number of decimals to be displayed.
    Decimal format
    Select from the available options in the menu.
    Edit code
    Select from the available options in the menu. Click Help for more information about the valid alternatives.
    Debit/Credit code
    Select the check box if a transaction entry must be supplemented with a debit or credit code in addition to the amount's sign (+/-).

    If you select the check box, then the amount is recorded as a debit or credit record, regardless of the character. The code is mandatory for each amount entry.

    If you do not select the check box, then an amount with a positive sign is always recorded as a debit, whereas an amount with a negative sign is always recorded as a credit.

    Note: Changing how debit or credit codes are handled must not be performed during an active accounting year because extensive changes are required.
    Edit field
    Select the check box to make the columns editable in the list view.
    Date format
    Select from the available options in the menu.
    Aggregation display rule
    Specify how the information in the field is displayed if the line is aggregated. Select from the available options in the menu.
    Subtotal rule
    Specify how the information in the field is displayed if the line is a subtotal. Select from the available options in the menu.
    Drop down
    Specify how to display a text description for a specified field value. Select from the available options in the menu.
    Note: These properties may not be enabled in all columns. Enabled properties depends on what column you are editing.
  6. Click OK.
  7. To add columns, click the Select columns arrow. Drag and drop the columns to rearrange them.
    Note: In the new H5 UI, when you add columns you have to select Manage Columns.
  8. Select the columns to add. As you select or deselect columns, the usage bars for columns and positions move accordingly.
  9. Click Save.
    To save the changes as a new view, click Save As. Specify a name and description, and determine whether the view should be shared. Click Save.