Acumatica · Customization

Acumatica GI Conditional Formatting — A Style Template

How to make Acumatica Generic Inquiries visually informative with conditional formatting — colours for overdue, bold for totals, icons for status — and the style template I reuse on every project.

John Kihiu12 min read

A GI results grid that turns overdue balances red without anyone opening Excel is a small thing that reads as polish to a client, and it takes about fifteen minutes once you know where the setting lives — which is not obvious, because it is attached to the DAC field's style attributes, not to the GI itself in most builds, or via a style condition on the results grid depending on version.

Two places conditional formatting can come from

There are genuinely two mechanisms and people conflate them constantly:

Building a conditional style rule

The pattern is a condition plus a style, attached to a specific result column:

STYLE CONDITION
Column:      ARInvoice.CuryDocBal
Condition:   ARInvoice.DueDate < [today]  AND  ARInvoice.CuryDocBal > 0
Style:       Error   (maps to the platform's red/warning row style)

Column:      ARInvoice.CuryDocBal
Condition:   ARInvoice.CuryDocBal = 0
Style:       Success (maps to green/muted)

The available style keywords track the platform's existing semantic styles (error, warning, info, disabled-looking) rather than arbitrary hex colors in most builds — which is a feature, not a limitation: it means your "overdue" red matches the red used everywhere else in Acumatica, so it reads as native rather than bolted on.

Reusable style templates versus one-off rules

If you are formatting the same "overdue = red, current = default, paid = muted" logic across a dozen AR-adjacent GIs, defining the condition fresh in each one is how they drift out of sync the first time someone tweaks the overdue threshold in one and forgets the other eleven. Where the build supports it, define the logic once as a shared style template referenced by field name/condition pattern and reuse it; where it does not, I keep a documented "standard conditions" snippet (literally a text file) that gets pasted consistently, and I name conditions descriptively enough that a future maintainer can tell at a glance which GIs share a rule.

Conditional formatting does not survive export

Export to Excel carries the raw data, not the GI's style rules — a user exporting an "overdue = red" GI gets a plain worksheet with no color. If the deliverable is genuinely the colored view (a printed aging summary for a manager, say), conditional formatting belongs in a Report Designer layout or a downstream Excel template with its own conditional formatting, not in the GI, which is a screen-time convenience only.

Wrapping up

GI conditional formatting is a Results Grid-level feature distinct from whatever styling the source screen already applies — a GI does not automatically inherit a screen's red-balance logic, you redefine it as a style condition on the results column. Use the platform's semantic style names so formatting stays visually consistent with the rest of Acumatica, and remember it is a browser-only convenience that does not travel into exports.

John Kihiu
Acumatica ERP Developer · Laravel Engineer

Independent software engineer in Nairobi specialising in Acumatica customisations, Laravel backends, and tax fiscalisation integrations across East and Southern Africa.