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adding SO to accoun...
 
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Questions adding SO to account details screen

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by mna10 2 years ago
3 Posts
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mna10
Posts: 10
 mna10
Topic starter
February 8, 2023 8:32 am
(@mna10)
Eminent Member
Joined: 3 years ago

Hi,

Would anyone be able to give some guidance on if it’s possible to add the SO # to the account details screen. I noticed there is an account details GI (see screenshot). I know if you click the reference # for the IN module, it brings you to the Issues screen where you can see the SO number. I can’t figure out how to link those two tables (if that is even possible).

Any guidance would be greatly appreciated.

accountdetails gi
ref#
SO in ref#

 


2 Replies
Charles Craig
Posts: 21
 Charles Craig
June 30, 2023 10:03 am
(@charles-craig)
Eminent Member
Joined: 4 years ago

You can add that field by adding a LEFT JOIN on the Batch table's BatchNbr column to INRegister BatchNbr column.

 

  1. Add the INRegister to the Tables section
  2. Add the relation and link in the Relations section
  3. Add the SOOrderNbr column in the Result Grid section

Screenshots attached.

 

Screen Shot 2023 06 30 at 9.53.57 AM
Screen Shot 2023 06 30 at 9.54.12 AM
Screen Shot 2023 06 30 at 9.54.30 AM

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mna10
Posts: 10
 mna10
Topic starter
June 30, 2023 10:17 am
(@mna10)
Eminent Member
Joined: 3 years ago

Hi @charles-craig, thanks. I wound up doing something similar with the INTran table.


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Tim Rodman and Charles Craig reacted
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