If I have a simple generic inquiry e.g. list of customers or inventory items on certain conditions. Is it possible to add a button or menu and execute an action on selected records ? And by action, I mean nothing grand. Just update certain fields on selected customers or items.
Thanks
This might be what you're looking for... GI Mass Actions
You can setup the entry point for your GI, enable Mass Actions, define the Mass Action, then you should be able to use it from the Action menu option.
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I am wondering if there is a way to customize the salesorder manager form /app/accounting/transactions/salesordermanager.nl?type=fulfill&whence=
We need to add a custom field that is to be populate for the fulfillment (it is used during the one by one process, it is also needed during the bulk process)
Not sure if you can customize this page but for your use case, there is a Set Fields tab under the filters. You can choose your custom field in the tab then assign the value.
I have a generic inquiry than can execute mass actions. This particular action then executes a redirect and pops up another screen. I can modify the action delegate and stop it from redirecting. But only if it's called from Generic Inquiry Mass Action. Is there a flag in the graph like IsMassProcess or IsImport etc ?
TIA
There are flags IsExport, IsImport, IsContractBasedAPI and plenty of other IsXXXXX. Regarding IsMassAction in case of non Generic inquiry Acumatica team passes bool variable isMassAction in processing method. Regarding IsMassAction I suppose we can ask Acumatica team to add that field at feedback.acumatica.com
I have scripts that react off of, for example, a client Recalc client event. For example, on my form I have a subtab that users may add or remove items from. Based on actions on this subtab (housing a child record of the parent) I would like a field on the parent to update (say to show a total from the children records).
As I was saying, these events seem to work fine if in edit mode but they do not work correctly in view mode. (even in view mode these child records have a "Delete" option at the end of each row in the subtab. This was provided by netsuite by default.
I wondered if anyone had any tips to best allow this parent field to update real time while in updating the subtab rows with the form in view mode.
Thanks.
You can make a custom field on the parent (header) whose value is determined by saved search. For instance, make a saved search that totals the line values by transaction. Be sure to make it filter by transaction in the Available Filters tab. Make the search public so everyone can use it.
Create the custom field that sources the total from the saved search. Make sure to uncheck the "Store Value" checkbox, as you don't want to store the data, you want to reference the search results. You do this on the Validation and Defaulting tab. You'll see a field for Saved Search there. Choose the search you created above.
As you remove/add/change lines on the transaction, the field updates accordingly. In essence, you don't need a single line of code to make this work - it's all in how you create the search and the custom field that references it.
I have a similar situation posted here.
The NetSuite team answered me by email, and it happens you can't really achieve this on the view mode: some API methods are not available. Their suggestion to my case (and I think it applies to yours too) was really to force a refresh on the whole page.
Of course, you can always achieve this accessing the DOM elements directly, but this isn't a best practice, as your code can stop working if these elements change on a version update.
I had the same problem, I'm not able to restrict on view or remove edit button. But, there was one alternative solution with workflows, you can deploy workflow on child record edit mode restrictions, then if the user clicks edit on view then the record will not be available to edit. This concern will apply to custom record as well.
can anybody please let me know how can I map field from Product to Order Product and Product to Quote Product in CRM 2011.
CRM doesnt allow us to direct map.
You can't map these using attribute mappings.
One way around this is to write plugins on the PreCreate so that at least when you save the record it populates the data on save.
For plugin reference, the Quote Product entity is called quotedetail and the Order Product entity is called salesorderdetail.
Another other way around this, if you only need it firing on the UI, is create some javascript that triggers during onload of the form and populates this data for you.
If you want a no code method you could fire a workflow on create of the Order/Quote product and populate the fields from the product using an update. Only downside to this is the workflow runs asynchronously so you cannot predict when this mapping data will hit the record.
Finally, if you want another no code way to achieve this, and you don't mind investing a little money in a Formula Rules Engine tool I'd recommend looking into Formula Manager by xRM Consultancy and North 52 (Link to Formula Manager). This allows you to set up formulas on both the UI and Server Side which would do all of this mapping for you.
If you want a no code method you could fire a workflow on create of the Order/Quote product and populate the fields from the product using an update. The only downside to this is the workflow runs asynchronously so you cannot predict when this mapping data will hit the record.
I need to create a new Proccess with Dialog (new Feature in Crm 5.0) which calls a CRM Query, returns a list of Customers, and after selecting the customers we want to use, I call a plugin which then prints the invoices for the Selected Customers. The plugin is programmed and working and also the dialog is created and the entire solution is working perfectly. But only for one Customer :(.
And this is the Issue. When you create a CRM Query in Online Crm 2011, you get 4 options as Response Type:
1.Single Line ( Text Box),
2.List of Options ( Radio Buttons), where only one can be selected,
3.Picklist (DropDown), where also only one item can be selected and
4.Multiline ( Multiline TextBox)
And in my case none of these is not working, because I cannot select more Customers from these Response Types. It works only for one Customer :(
How to solve this issue? What are the options here, maybe a custom User Interface for the Dialog, or what?
What I need is a List of Checkboxes with the Customer Name, and then I can select more then one Customer for the invoicing proccess.
Do I need to take another route in order to achieve this, or will the Dialogs do the job? Or can I create a Custom Response type which renders multiple selectable Checkboxes? If yes, then how can I create a Custom Response Type?
Any suggestion would be apreciated.
Thanks
I don't think the Dialog feature will do what you need (checkbox list selection). Another option would be to add a button on the ribbon, perhaps called Create Invoices, that launches a pop-up window (custom HTML web resource). This pop-up window could simply ask "Are you sure?" or it could even include some custom parameters for the Invoice generation. Upon confirmation, it would use some JavaScript to talk to the ODATA endpoint to update a flag on each of these Customer records that would fire your plugin.
This way, a user could browse to a list of Customers, use the built-in checkbox to check off as many as they like, then click the Create Invoices button.
If you are good with HTML and JavaScript, probably the hardest part of this will be learning how to add a new Ribbon button. It isn't the easiest to learn, but there are plenty of resources out there to help.