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Adding a TAB to the...
 
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Adding a TAB to the Stock Item for Customer Forecasting Info  

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Stacy.johnson
Posts: 3
 Stacy.johnson
November 5, 2020 8:17 am
(@stacy-johnson)
2-5 Posts
Joined: 4 months ago

Hi All!

I have been trying to figure out how to customize an existing screen to add a tab in the stock item that is the same set up as the vendor details tab, but for customer forecasting. I also would need to be able to have a user input field so we can manually input/update/change the customers forecast for that part. Then we would be able to run a report of actual vs. forecast for each item by customer. Any help or input is greatly appreciated, and any other ideas as to how to accomplish this is welcomed as well. Thanks!!

3 Replies
Stacy.johnson
Posts: 3
 Stacy.johnson
November 5, 2020 8:55 am
(@stacy-johnson)
2-5 Posts
Joined: 4 months ago

Sorry - i said similar to the Vendor Details tab but i meant to say cross reference number tab. 

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Tim Rodman
Posts: 2519
 Tim Rodman     ★★ All-Star ★★
January 24, 2021 2:32 am
(@timrodman)
Over 200 Posts
Joined: 5 years ago

Hi @stacy-johnson,

 

I think you’ll have better luck with this post in the new official Acumatica Community Forums:
https://community.acumatica.com

 

For the foreseeable future, the Forums here will focus on the Reporting Tools in Acumatica (Dashboards, Generic Inquiries, Report Designer, ARM Financial Report Writer, Velixo, Excel, Power BI, etc.) and also discussions that are too “transparent” to be allowed in the new official Acumatica Community Forums. For more info about how AUGForums.com compares to the new official Acumatica Community, checkout this post:
https://www.augforums.com/augforums-com-vs-the-official-acumatica-community

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Stacy.johnson
Posts: 3
 Stacy.johnson
January 28, 2021 9:09 am
(@stacy-johnson)
2-5 Posts
Joined: 4 months ago

Thanks! I will post there instead!

🙂

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