There’s not a whole lot of information on adding the Add Items dialog/action to other screens. I see that the interface has been generalized to make it easy to implement the functionality across different screens. Just wondering if someone’s implemented it on another screen and has some advice or code they’re willing to share.
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Are there any tricks or tips available trying to implement the AlternateIDLookupExt "Add Items" button to Opportunities?
Best answer by Django
Circling around back to this because it was an ‘event’ figuring all of this out.
I had to make some adjustments to the projection that the Sales Order “Add Items” dialog was using.
I created my own CROppoSiteStatusSelected Projection and DAC. The projection’s declaration was important to change because SOOrderSiteStatusSelected has placeholders that are expecting to use the SOOrder DAC and mine needed to reference CROpportunity, not SOOrder.
Then I created by own CROpportunitySiteStatusLookupExt based on AlternateIDLookupExt and I passed AlternateIDLookupExt the OpportinityMaint graph, CROpportunity, CROpportunityProducts, my CROppoSiteStatusSelected DAC (projection), SOSiteStatusFilter, and finally CROppoSiteStatusSelected.salesUnit.
My CROpportunitySiteStatusLookupExt was a copy of SOSiteStatusLookupExt and then I edited it to use the right DACs and views. CreateNewLine had to most editing.
Finally, I added the smart pop-up panel (Dialog) to OpportunityMaint in a graph extension and followed how it is set up for SOOrderEntry.
Hi,
You can look at the PX.Objects.Extensions.AddItemLookup.AddItemLookupBaseExt extension for 24 R1 and adapt it according to your needs
1 person likes this
Circling around back to this because it was an ‘event’ figuring all of this out.
I had to make some adjustments to the projection that the Sales Order “Add Items” dialog was using.
I created my own CROppoSiteStatusSelected Projection and DAC. The projection’s declaration was important to change because SOOrderSiteStatusSelected has placeholders that are expecting to use the SOOrder DAC and mine needed to reference CROpportunity, not SOOrder.
Then I created by own CROpportunitySiteStatusLookupExt based on AlternateIDLookupExt and I passed AlternateIDLookupExt the OpportinityMaint graph, CROpportunity, CROpportunityProducts, my CROppoSiteStatusSelected DAC (projection), SOSiteStatusFilter, and finally CROppoSiteStatusSelected.salesUnit.
My CROpportunitySiteStatusLookupExt was a copy of SOSiteStatusLookupExt and then I edited it to use the right DACs and views. CreateNewLine had to most editing.
Finally, I added the smart pop-up panel (Dialog) to OpportunityMaint in a graph extension and followed how it is set up for SOOrderEntry.
1 person likes this
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