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Adding Custom Fields to Sales Order header

How to customize the sales order process to trigger an automatic “adding contract” process when sales order is successfully completedGet order information such as inventory id, customer id and location id in a sales order during Business Logic CustomizationPopulate custom field while creating sale order from opportunityCreating new Customised field so it appear in Sales Order import scenario in Order Nbr.> sectionDisplay Customer Activity Notes on Sales Order After CustomerID enteredAcumatica Validation for sales orderCopy Customer Attributes to Sales Order AttributesOpen Sales Order from Custom screenHow can you pass a custom field value from sales order screen to sales invoice screen in acumatica codeAcumatica -Sales Order - Prevent Automatic Updating of Fields When Changing Customer

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1

I have added some custom fields to the Customer Location window for License Info i.e. License Number and Expiration Date.

I now want these fields to appear on the Sales Order Header and change if the Customer Location changes.

I thought this would be easy, but the custom fields do not appear to auto link on this screen.

acumatica custom-fields

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edited Mar 27 at 16:47

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0

1

I have added some custom fields to the Customer Location window for License Info i.e. License Number and Expiration Date.

I now want these fields to appear on the Sales Order Header and change if the Customer Location changes.

I thought this would be easy, but the custom fields do not appear to auto link on this screen.

acumatica custom-fields

share|improve this question

edited Mar 27 at 16:47

double-beep

3,17466 gold badges1919 silver badges3333 bronze badges

asked Mar 27 at 13:54

WWEATHERSBYWWEATHERSBY

111 bronze badge

add a comment | 

I have added some custom fields to the Customer Location window for License Info i.e. License Number and Expiration Date.

I now want these fields to appear on the Sales Order Header and change if the Customer Location changes.

I thought this would be easy, but the custom fields do not appear to auto link on this screen.

acumatica custom-fields

share|improve this question

edited Mar 27 at 16:47

double-beep

3,17466 gold badges1919 silver badges3333 bronze badges

asked Mar 27 at 13:54

WWEATHERSBYWWEATHERSBY

111 bronze badge

share|improve this question

edited Mar 27 at 16:47

double-beep

3,17466 gold badges1919 silver badges3333 bronze badges

asked Mar 27 at 13:54

WWEATHERSBYWWEATHERSBY

111 bronze badge

share|improve this question

edited Mar 27 at 16:47

double-beep

3,17466 gold badges1919 silver badges3333 bronze badges

asked Mar 27 at 13:54

WWEATHERSBYWWEATHERSBY

111 bronze badge

edited Mar 27 at 16:47

double-beep

3,17466 gold badges1919 silver badges3333 bronze badges

edited Mar 27 at 16:47

double-beep

3,17466 gold badges1919 silver badges3333 bronze badges

asked Mar 27 at 13:54

WWEATHERSBYWWEATHERSBY

111 bronze badge

asked Mar 27 at 13:54

WWEATHERSBYWWEATHERSBY

111 bronze badge

1 Answer
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To add this to the sales order header, I would first need to declare a current customer location view in your Graph Extension:

public PXSelectReadonly<Location, Where<Location.locationID, Equal<Current<SOOrder.customerLocationID>>>> CurrentCustomerLocation;

And then you can add a new FormView, set the DataMember to CurrentCustomerLocation, and then reference the fields. This would be similar to what is found on the Customers screen (AR303000) on the General Info tab => DefContact.

share|improve this answer

answered Mar 27 at 20:04

KRichardsonKRichardson

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0

To add this to the sales order header, I would first need to declare a current customer location view in your Graph Extension:

public PXSelectReadonly<Location, Where<Location.locationID, Equal<Current<SOOrder.customerLocationID>>>> CurrentCustomerLocation;

And then you can add a new FormView, set the DataMember to CurrentCustomerLocation, and then reference the fields. This would be similar to what is found on the Customers screen (AR303000) on the General Info tab => DefContact.

share|improve this answer

answered Mar 27 at 20:04

KRichardsonKRichardson

67755 silver badges1111 bronze badges

add a comment | 

0

To add this to the sales order header, I would first need to declare a current customer location view in your Graph Extension:

public PXSelectReadonly<Location, Where<Location.locationID, Equal<Current<SOOrder.customerLocationID>>>> CurrentCustomerLocation;

And then you can add a new FormView, set the DataMember to CurrentCustomerLocation, and then reference the fields. This would be similar to what is found on the Customers screen (AR303000) on the General Info tab => DefContact.

share|improve this answer

answered Mar 27 at 20:04

KRichardsonKRichardson

67755 silver badges1111 bronze badges

add a comment | 

To add this to the sales order header, I would first need to declare a current customer location view in your Graph Extension:

public PXSelectReadonly<Location, Where<Location.locationID, Equal<Current<SOOrder.customerLocationID>>>> CurrentCustomerLocation;

And then you can add a new FormView, set the DataMember to CurrentCustomerLocation, and then reference the fields. This would be similar to what is found on the Customers screen (AR303000) on the General Info tab => DefContact.

share|improve this answer

answered Mar 27 at 20:04

KRichardsonKRichardson

67755 silver badges1111 bronze badges

public PXSelectReadonly<Location, Where<Location.locationID, Equal<Current<SOOrder.customerLocationID>>>> CurrentCustomerLocation;

share|improve this answer

answered Mar 27 at 20:04

KRichardsonKRichardson

67755 silver badges1111 bronze badges

answered Mar 27 at 20:04

KRichardsonKRichardson

67755 silver badges1111 bronze badges

answered Mar 27 at 20:04

KRichardsonKRichardson

67755 silver badges1111 bronze badges