This video shows you the common process but may contain less detail than the activity has. If you want to repeat the activity on your own or you are preparing to take the certification exam, we recommend that you follow the instructions in the steps of the activity.

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Suppose that you are David Chubb, a new sales manager of the SweetLife Fruits & Jams company. Your colleague Pam Brawner has gone on vacation and you are currently working with her customers. To identify all the sales orders that she created or modified on the Sales Orders (SO301000) form in January 2025, you need certain key information to be displayed in the list of sales orders: the user that created the sales order, the user that last modified the sales order, and the description of the sales order.

In this activity, you will do the following:

1. Display hidden table columns
2. Change the order of columns in a table
3. Hide the table columns that you do not need to see
4. Adjust column width
5. Restore the default settings of table layout

Before you start adjusting the layout of a table, make sure that the following tasks have been performed:

• You have installed an Acumatica ERP instance with the U100 dataset, or a system administrator has performed this task for you.
• You have signed in to Acumatica ERP with the following credentials:
• Username: chubb
• Password: 123

For details, see Acumatica ERP Access: Process Activity.

Suppose that in the list of sales orders, you need to view the sales orders that were created or modified by your colleague Pam Browner and the description she has added to each sales order. To do this, you need to see the content of the Created By, Last Modified By, and Description columns.

To add these hidden columns to the table, do the following:

1. On the main menu, click Sales Orders. The Sales Orders workspace opens.
2. In the Transactions category of the workspace, click Sales Orders. The list of sales orders opens.
3. In the list of sales orders, click the Column Configuration button (), which is located in the header row of the leftmost column header. The Column Configuration dialog box opens.
4. In the dialog box, add the needed columns to the list of the selected columns as follows:
1. In the Available Columns list, select Created By and click the Add Column button to move the name of the column to the Selected Columns list.
2. In the Available Columns list, select Last Modified By and click the Add Column button to move the name of the column to the Selected Columns list.
3. In the Available Columns list, select Description and click the Add Column button to move the name of the column to the Selected Columns list.

You can double-click the name of the column to move it between the lists. You can select more than one column by using the Ctrl or Shift key. You can type the name of the column in the search box of the Column Configuration dialog box, to quickly find a column in a long list of columns.

4. Click OK, which closes the Column Configuration dialog box. Notice that the Created By, Last Modified By, and Description columns are displayed in the list of records. If you cannot see the columns, use the horizontal scroll bar in the footer of the table.

To view all the columns that have been added to the table, click the Fit to Screen() button, which is located on the table toolbar.

Suppose that you would like to view next to the numbers of sales orders the names of the users who created and modified sales orders. To do this, you need the Created By and Last Modified By columns to be displayed after the Order Nbr. column.

To change the order of columns in a table, do the following:

1. While you are still viewing the list of sales orders, drag the header of the Created By column to place the column after the Order Nbr. column.
2. Drag the header of the Last Modified By column to place the column after the Created By column.

Suppose that you would like to view the names of the customers, but you do not need to view customer IDs. That is, you want to hide the Customer column in the list of sales orders.

To hide the table column, do the following:

1. While you are still viewing the list of sales orders, click the Column Configuration button to open the Column Configuration dialog box.
2. In the dialog box, do the following:
1. In the Selected Columns list, select Customer.
2. Click the Remove Column button to move the name of the column to the Available Columns list.
3. Click OK, which closes the Column Configuration dialog box. Notice that the Customer column is not displayed in the list of sales orders.

If the content of the table does not take up the whole screen and there is extra space on the right, click the Fit to Screen () button, which is located on the table toolbar. The content of the table is resized to fit the screen.

Suppose that in the list of sales orders, you would like to make the Description column wider to display all the content in the rows; you also want to make the Customer Name column narrower.

To adjust the column width manually, do the following:

1. While you are still viewing the list of sales orders, point at the right side of the Customer Name column header. When the pointer becomes an arrow, drag the pointer left to move the column boundary and make the column narrower.
2. Point at the right side of the Description column header. When the pointer becomes an arrow, drag the pointer right to move the column boundary and make the column wider.

If there is not enough space on your screen to make the Description column wider, make some other columns narrower or hide a column that you do not use, as shown in Step 3.

Suppose that you have made many changes to a table, the data has become difficult to read, and you would like to cancel all your changes and restore the default layout of the table.

To restore the default table layout, do the following:

1. While you are still viewing the list of sales orders, click the Column Configuration button to open the Column Configuration dialog box.
2. In the dialog box, do the following:
1. Click Reset to Default.
2. Click OK to close the dialog box.

The default table layout of the list of records is displayed.