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Question

Change Default Form for a link to a Transaction?

  • June 26, 2025
  • 0 replies
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I’m curious if there is a way to change the default form that a link to a transaction (ie, sales order, invoice, credit memo, etc.) links to?  I know I can override default navigation on a GI, but I’m curious if I can change what a stock screen opens if I click a link.

Specifically, I’d like to change Credit Memos to open in Invoices and Memos, not in Payments.  If we’re opening a credit memo, we’re either checking balance or application (which are available in either screen), or we’re checking the line item details or financial configuration (which is only visible in Invoices and Memos).