Displaying GI in tab on any screen - acumatica

Question

I want to display a GI on one of the tab in any screen.
For example, there is a new custom GI for OrderMargin which I want to display on SO screen on a new tab that will show the Order Margin for a particular order only.
OrderMargin is simple GI with SOOrder, SOLine and InventoryItem table joins and few columns required columns with margin calculations.
Can anyone suggest?

Answer 1

Let's say you've created a GI called SalesOrderMargin with 2 hidden parameters:
To embed this GI into the Sales Orders page, you should follow the steps below:
Declare new unbound field for SOOrder to return absolute URL for the SalesOrderMargin GI:
public class SOOrderExt : PXCacheExtension<SOOrder>
{
public abstract class marginGiUrl : IBqlField { }
[PXString]
[PXUIField(Visible = false)]
public string MarginGiUrl
{
get
{
if (string.IsNullOrEmpty(Base.OrderType) ||
string.IsNullOrEmpty(Base.OrderNbr)) return string.Empty;
string inqName = "SalesOrderMargin";
var url = new StringBuilder(PXGenericInqGrph.INQUIRY_URL)
.Append("?name=").Append(inqName)
.Append("&SOOrderType=").Append(Base.OrderType);
.Append("&SOOrderNbr=").Append(Base.OrderNbr);
.Append("&hidePageTitle=true");
return PX.Common.PXUrl.SiteUrlWithPath().TrimEnd('/') +
url.ToString().Remove(0, 1);
}
}
}
On the Sales Orders screen, add new tab with a PXSmartPanel container set up to render as an iframe:
<px:PXTabItem Text="Margins" >
<Template>
<px:PXSmartPanel runat="server" ID="panelMarginGI" RenderIFrame="True"
AutoSize-Enabled="true" SkinID="Frame" LoadOnDemand="true"/>
</Template>
</px:PXTabItem>
Place input control for the custom SOOrder unbound field declared in step 1 somewhere in the Sales Orders' top level PXFormView container (input control will always be hidden from the users and is only required to assign source URL for the PXSmartPanel):
<px:PXFormView ID="form" runat="server" DataSourceID="ds" Width="100%"
DataMember="Document" Caption="Order Summary"...>
<Template>
...
<px:PXTextEdit ID="edMarginGiUrl" runat="server" DataField="MarginGiUrl" />
</Template>
</px:PXFormView>
In SO301000.aspx insert JavaScript code to assign source URL for the PXSmartPanel:
<script type="text/javascript" language="javascript">
function commandResult(ds, context) {
var commands = ["ReloadPage", "Save", "Cancel", "Insert", "First", "Previous", "Next", "Last"];
if (commands.indexOf(context.command) >= 0) {
var marginGiUrl = px_alls["edMarginGiUrl"];
var smartpanel = px_alls["panelMarginGI"];
if (marginGiUrl || smartpanel) {
var url = marginGiUrl.getValue();
smartpanel.setPageUrl(url);
smartpanel.repaint();
}
}
}
</script>
Subscribe to the CommandPerformed event of PXDataSource to invoke the commandResult JavaScript function:
<px:PXDataSource ID="ds" runat="server" Visible="True" Width="100%" TypeName="PX.Objects.SO.SOOrderEntry" PrimaryView="Document">
<ClientEvents CommandPerformed="commandResult" />
...
</px:PXDataSource>
And this is how your SalesOrderMargin GI should appear on the Sales Orders screen: