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HOW DO I FIX RELATED ENTITY (INVENTORY) AND RELATED ENTITY (OPPORTUNITY)

  • September 12, 2024
  • 4 replies
  • 181 views
T
Freshman I

  • Working Scenario (Inventory → Activity):
    When navigating from Inventory > Stock Item (IN2025PL) to the Activity screen, the Related Entity field is enabled and functioning as a lookup. This suggests that the field is dynamically activated based on some context (probably related to the inventory item or another entity tied to the stock item).

  • Non-Working Scenario (Opportunity → Activity):
    When you go directly from Profiles (Opportunity) > Activity (CR306010), the Related Entity field is not editable or available as a lookup. This indicates that certain context or conditions (present in the inventory scenario) are missing when you access the screen from the Opportunity profile.

Best answer by nhatnghetinh

Hi @TeophelusJohannes18 

When you click on Activity on Stock Items or Opportunity screens > The "Related Entity" field will default to the ID of the initial screen you opened and you cannot re-select this default "Related Entity" field. Specifically, the "Related Entity" field will default here to InventoryCD (Stock Items screen) and OpportunityID (Opportunity screen).

This is consistent with the data association of the main screen and the Activity of that screen.

But you can change the default "Related Entity" field by changing the "Related Entity Type" field.

 

 

Best Regards,

NNT

    4 replies

    nhatnghetinh
    Captain II
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    • nhatnghetinh
    • Captain II
    • Answer
    • September 12, 2024

    Hi @TeophelusJohannes18 

    When you click on Activity on Stock Items or Opportunity screens > The "Related Entity" field will default to the ID of the initial screen you opened and you cannot re-select this default "Related Entity" field. Specifically, the "Related Entity" field will default here to InventoryCD (Stock Items screen) and OpportunityID (Opportunity screen).

    This is consistent with the data association of the main screen and the Activity of that screen.

    But you can change the default "Related Entity" field by changing the "Related Entity Type" field.

     

     

    Best Regards,

    NNT

    I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
    Laura03
    Chris Hackett
    T
    T
    Freshman I

    Thanks for the clarity, how about making the Related Entity Field editable on the CR306010 screen?

    Chris Hackett
    Community Manager
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    • Chris Hackett
    • Acumatica Community Manager
    • November 13, 2024

    Hi @TeophelusJohannes18 were you able to find a solution? Thank you!

    Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
    T
    Freshman I

    Hi @Chris Hackett Yes, I did. Thanks, a lot

    Chris Hackett
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