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Generic Inquiry Appointment Screen

  • 31 January 2024
  • 5 replies
  • 48 views

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I am trying to add quoteNbr to my Opportunities screen. I made it to where you can see the column for quoteNbr but nothing populates. What am I missing on my generic inquiry to pull that over???

Best answer by YasasWithanage76

Hello @CAMORRISON ,

Please try this relationship to join CROpportunity DAC and the CRQuote DAC.

 

 

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5 replies

gorazem
Varsity I
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  • Varsity I
  • 39 replies
  • January 31, 2024

The DAC for CROpportunity has the ‘QuoteNbr’ field listed as ‘Nonexistent in DB’ so I’m not sure If that’ll populate on a GI.

I did also see a “CRQuote” table, that has a field “OpportunityID”, so you may need to join those tables, and display the QuoteNbr from the CRQuote table.


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  • Author
  • Freshman I
  • 31 replies
  • February 1, 2024

I was able to add the column I just can’t get the link with the quote number to populate...


gorazem
Varsity I
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  • Varsity I
  • 39 replies
  • February 1, 2024

Did you join the tables? Share your GI


YasasWithanage76
Acumatica Employee
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  • Acumatica Employee
  • 52 replies
  • Answer
  • February 2, 2024

Hello @CAMORRISON ,

Please try this relationship to join CROpportunity DAC and the CRQuote DAC.

 

 


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  • Author
  • Freshman I
  • 31 replies
  • February 2, 2024

Amazing! That worked. Thank you!


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