In Sales Order screen the Customer filed allows to select the customer ID by typing customer name also, how we can add same functionality for Customer ID field in Customer screen. Please have a look at below screenshot for more reference. Any help really appreciated.
Sales Order screen screenshot # https://i.imgur.com/03UWk5A.png
As you mentioned this functionality is present on most screens when typing in the Customer ID field. However when working with a maintenance screen such as Customer maintenance the key field here IS customer ID. Or more accurately BAccountID. So the look up feature behaves a little differently. This is the same for vendors.
You have a couple options (probably more..)
Suggest to your users to type in the first few characters of the customer ID and click on the F3 key. This will show the select dialog box and jump directly to the first customer match. Even if the match is the Customer ID itself.
You could extend the Customer DAC, add a new unbound field with a PXSELECTOR attribute and write an event to fetch the selected customer and refresh the screen.
Option 2 is not encouraged because it could be confusing to your users and would introduce a quirky way of interacting with the screen. Also it might be a little tricky to code.
Related
I am trying to get the LineDetails with the get of a salesorder.
entity/defaultext/20.200.001/SalesOrder$expand=details&$top=100
With the expand=details I see the details object, but that doesn't contain all the "Line Details" from the screen.
How do we get the "Allocations" to come through as well? What I really need is the serial / lot number for each line detail entered.
acumatica sales order object
Thanks!
When you say "that doesnt contain all the line details from the screen" I assume not all the columns? You need to go to the "Web Service Endpoints" screen and add them. Be sure to click on the "Detials" sub tree item of "sales order" if you want to add details columns
The allocations tab is already a sub view of the details grid, you can expand it by using $expand=Details,Details/Allocations, and you can add any neccecary columns there the same way as you can at the details level.
I need to add a new base currency (SEK) into our NetSuite system.
I'm able to find those that are already configured as USD, Euro, Canadian Dolar..but I can't find where to add a new base currency.
Thanks in advance!
Go to the currencies page and press the "New" button.
Type currencies in the global search and select Page: Currencies from the list that comes up so you can review the current ones before adding another. As well on this page click on the ? Help button and review the topic that comes up (Currency Management) and it's sub topics.
If the page mentioned in the previous paragraph doesn't come up or the New button doesn't appear then the role/account you are logged into doesn't have the permissions required to add new currencies.
After opening record from the GI, I am still able to page to the next record that is not within the GI's scope. How can I limit this to a specific workgroup, role, or owner?
The row-level access screens do not have anything for CRM there, owners nor workgroups seems to limit who can see what... there must be a way to limit the leads viewable for a salesperson... how is this done?
With the Entry Point tab from the Generic Inquiry screen, you can match the selected inquiry to a data entry form. Once you have replaced the data entry form with this inquiry, when you try to click the name of the entry form in the navigation pane, you are redirected to the inquiry. If you select a record in the list, the data entry form opens and displays the details of the selected record. Also, if you create a new record from the inquiry, the entry form opens.
There is no mechanism to automatically match behavior of a data entry form with the associated inquiry. When you select a record in the inquiry list, the associated data entry form opens. The opened entry form is not aware of filter conditions set up for the inquiry. To limit access to records in the data entry form, you should create a custom data entry screen with filter conditions for primary view and Lead ID selector identical to those defined for the associated inquiry.
I have a VERY general question and am not 100% sure if I am just being lazy or what, I just cannot seem to get a handle on where to start :o)
I am new to XPages programming and have created an application that works well enough, the problem is that I would like to UI to be totally different to what I have. I find that my implementation is much too "Notes like" and not "Web like" enough. OK, enough whining - I have a document that contains a county, a province, a city and some text to that particular city. Currently I display a view (XPage) listing all documents by county / province / city. The user then selects the city document which is then opened to display the text. Works well enough. As you can see very "Notes like". What I would like is this: The user sees 3 drop down fields (two of which cannot be selected), s/he then selects the country from the drop down. The province field now becomes active only displaying the provinces for that Country. S/he selects the province and all the cities are now is the next drop down - once you select the city the text is displayed below the city name. Quite simple I thought - now matter what I do I cannot get this to work :o(
Any pointers (maybe an example app somewhere?).
Thanks in advance
Greetings
Ursus
First thing you should do is get a copy of the Mastering XPages book and read through that. Then you should look at how rendering and partial refreshes will help you do what you want.
You are going to want to set the rendering to false until you enter some value in the previous field. Then, in the event, you determine if the value is valid and set a flag (could be a simple viewScope) and do a partial refresh of the next field. In that field's properties, you check the viewScope flag that you just set in the previous field and if it is correct, you reset the rendering to true to show the field.
We have implemented exactly that kind of feature on the homepage of ilsschools.co.uk using client side onchange event:
var com2 = XSP.getElementById("#{id:comboBox2}");
XSP.partialRefreshGet("#{id:comboBox2}",
{ onComplete : com2.selectedIndex = 0 });
We get the element we want to refresh (i.e. comboBox2 and we do this for comboxBox3, 4 etc as well). Then we use partialRefreshGet to refresh the choices in comboBox2, this can be repeated for 3, 4 and other comboBoxes as well. You can compute the disabled property of a comboBox to disable it. You can compute the selections for a comboBox using SSJS.
Hope this helps.
I am trying to create a new Lotus Notes Database (classic, not using XPages) using the Domino designer which will be used to manage customers and orders.
As orders belong to customers, I implemented orders as responses to customers (this seems to be the only way to create a hierarchy).
Now, the form representing the customer should contain a view displaying all the orders which belong to the customer.
However, I don't know how to implement this view:
First, every embedded view based on a formula (I tried SELECT (Form = "Order")) creates an error message: "Unable to launch at this time".
Second, I have absolutely no idea how to restrict the result to responses to the current Form (in my case: Showing only the orders belonging to the current customer and not all orders in the database).
To embed the view in the 'customer form', open that form, place the cursor on the place you want the embedded view, and from the menu select: Create -> Embedded Element -> View...
Select the view you want to embed, and click 'Ok'.
Now, to show only orders for current customer, you will see in the Objects tree list 'Embedded View' with 2 option, select the second 'Show single category'. There you can specify with formula only the current customer. For example, to show entries only for the current logged user I would put:
#Name([CN]; #UserName)
Hopefully, this info will help solve the problem.