Hi,
I’m a freshman to acumatica development. I followed some of recordings of Acumatica T series and started customizing a new screen for Pro-forma Invoices. Below screen shot shows what I have done so far.
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/91f35d96-cf85-48c4-a3e2-e5abdc982727.png)
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/02d3f9b9-3e40-4192-92a9-596842956b7a.png)
Now I need to add a button called Add Orders in the tab and when click on the button , pop-up a new window with all the available sales orders according to the customer ID (name) to be selected and add to the grid. Below screen shot taken from a different screen for the reference.
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/73c5a19d-cfc2-472c-aa97-1d1ad021410f.png)
In this scenario, following points are identified cases.
- how to add a button and when clicked on the button pop-up a new screen . Do I need to add this button as an action or any other way to do this?
- How to load data into the newly opened window.? Do I need to customize this screen as well?
- how to filter data in this newly opened window/screen according to the customer ID?
It’s really appreciated if someone can suggest me a solution to achieve these steps.
Thank You.