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I'm on a mini-mission. Could anyone provide design input? I'm not settled on the best way to accomplish this. When I visit a customer form (AR303000) to look up contact info or other details for a specific customer, I would also like to be able to see that customer's invoices.
I know how I can make a side panel to show invoices against a customer, and use the navigation elements to add that side panel to an existing generic inquiry, like the customer list (AR3030PL). I have that working as a test. But I don't actually want the side panel to show against the list, I want to see it once I've already navigated to that customer's 'summary' screen.
Is a side panel the best way to accomplish this? If so, how do I attach the side panel to this screen, since it is not a generic inquiry?
Or- maybe there's another path that would make sense? Open to ideas here. Thanks for any suggestions.
Sounds like you basically want the Customer Details screen(ar402000) as a tab in the Customer Profile screen (ar303000)? If so, that would be a customization.
Got it. Yes, looks like this can be done in 2020 R1 - page 212 of the Release Notes shows how to couch this in a customization project. Thank you! http://acumatica-builds.s3.amazonaws.com/builds/2020R1/PDF/AcumaticaERP_2020_R1_ReleaseNotes.pdf
That is a really great and necessary feature. Looking forward to trying it out.
Thanks for sharing!