Customizing Grids in SFM
Customizing and saving data grids in SFM
All forms in SFM (windows containing data) can be customized to your liking, enabling you to have optimal usability of your SFM system. SFM provides options for you to add, remove, and move columns around on screen to set up your data forms in a way that best suits your needs. It allows you to click and move columns in the order you prefer, and you can also choose which columns you want visible in your forms. Additionally, your column setup will not interfere with the setups of other SFM users, as each user can modify their columns and data grids as they please.
Organizing column order
To set the column order in a form, click and hold your pointer over the header of the column, and then drag it to where you want it positioned.
Click on the black arrow within the column header to sort your data according to that column.
Choosing columns to show in forms
Further, to choose the columns you want available in a given form, click on the black down arrow in the top-left corner of the form (as highlighted in the image below). Then, in the dropdown menu, click on Columns to open the Select Columns pop-up window.
Items marked with a check mark indicates that they are currently shown in the selected form. With the Select Columns open, select the columns you want visible in the form, and then click OK to confirm the changes.
Saving column customization and reverting to default setting
Finally, you can instruct SFM to remember your form customization. To do this, click on the black down arrow, and then click Save. The system will save the column setup for that particular form and for all future uses of the form.
If you want the form to revert to its default columns, click on Default.
Related Articles
Export the contents of the grids as they appear on the screen
SFM has a Form Customisation functionality that allows a user to customise the forms' grid to their needs by displaying or hiding the desired columns and arranging and sorting the columns in the desired order. SFM has also the functionality to export ...How to Import and Export Data Through Excel
Importing and Exporting Data Using Excel Exporting Data Using Excel You can export data to Excel as follows: Navigate to: Support > Stock Cards. Right-click the blue box button in the top-left corner of the data grid, near the column headers. Select ...Displaying EMVS messages in SIMS
EMVS 2.2 (with SIMS 3.0.25) provides you the option to display EMVS messages in the grid of your Add and Deduction Adjustments and Invoices pages, providing you with even more visibility on decommissioning alerts and warnings. A new column ...Running a Data Validation on SFM
The SFM Data Validity utility ensures that all transactions posted were posted correctly and that the Trial Balances entries match perfectly. Step-by-step Instructions To run a data validation on SFM: Select the Year: Choose either Current Year or ...Changing grid view on SIMS
This configuration setting will work on almost any window on SIMS. It's important to Save once you finish up editing the grid. Another useful function is to Auto Arrange the column size automatically.
Recent Articles
How to generate a Report by Transaction Type and Analysis Code
Generating a Report by Transaction Type in SIMS Navigate to SIMS > Reports > Miscellaneous > Analysis Code. From this screen, select the desired Transaction Type to apply as a filter. If a summarized version of the report is required, tick the ...How to Set Off a Client / Supplier
The Set Off functionality in SFM allows you to offset outstanding balances between a client and a supplier when the same entity exists in both roles. This feature is particularly useful when a company has pending sales invoices due from a client, ...Exporting or Importing Documents in Windows App
Using the Correct Redirected Path When connected through the AVD Windows app, you must export or import files using the redirected drives. Internal AVD paths (such as C:\Users or Desktop inside the session) do not allow saving and will cause ...How to Activate Advanced Commission
Advanced Commission Overview The Advanced Commission feature provides the ability to customize commission settings for all salespersons within the system. Enabling Salesperson Commission To activate this functionality, navigate to: SIMS > Admin > ...How to Delete a user on SIMS
Note: We do not recommend deleting a user from SFM for audit and compliance purposes. Example: If you have a user with the initials JD (John Doe), and that user has previously submitted entries as shown below, deleting the user will remove the ...
Popular Articles
How do I process an End Of Year in SFM?
Overview SFM allows posting into two financial years simultaneously. This means that users do not need to finalise 2025 before starting to post entries into 2026. The end of year procedure will move the “Current Year” data into the "Previous Year". ...Do I need to Process an End-of-Year in SIMS?
SIMS does not require an end of year procedures to be run. However, SIMS controls users to only allow posting of transactions, such as sales invoices, cash sales, adjustments and purchases, within a range of dates referred to as the Posting Period. ...How to setup a System Control Account in SFM? (Bank Account, Cash Account, Stock Control, etc...)
Create the Account in your Chart of Accounts as seen below. Please make sure you use the code depending on your Heading and Sub-Heading digits. After creating the account, you need to specify the account as a System Control Account. Go to Support > ...How to reset your Shireburn remote desktop service (RDS) account password
The password for the Shireburn RDS Account used to connect to RDS server is set to expire after 90 days. A notification is provided to the user daily starting 5 days prior to the expiry date. In order to change password, the following steps need to ...SIMS - User Manual
The attached PDF includes the necessary functions and features of SIMS to get you started. SIMS User Manual.pdf