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How to customize Global Search to show multiple screens for Invoice Reference Number?

  • April 22, 2026
  • 2 replies
  • 44 views

Sagar Greytrix
Captain II
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Hi Team,

I need guidance on customizing Global Search behavior for Invoice Reference Numbers.

Current Behavior:

  • If Invoice status = Balanced, search opens Invoices (SO303000)
  • If Invoice status = Open or Closed, search opens Invoices and Memos (AR301000)


For invoices with status Open or Closed, I want Global Search to return two results:

  1. One navigating to Invoices (SO303000)
  2. Another navigating to Invoices and Memos (AR301000)

Is it possible to configure or customize Global Search to show multiple navigation results for the same reference number?
If yes, how can this be achieved (Customization Project, DAC extension, or any specific configuration)?

Any guidance or examples would be helpful.

Thank you!

 

 

2 replies

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  • Jr Varsity I
  • April 22, 2026

@Sagar Greytrix as per i have R&D i found below option

This isn’t supported out of the box, and achieving it requires customization.

In Acumatica, Global Search is designed այնպես that each record (like an invoice) returns a single result tied to one navigation screen. The system determines which screen to open (SO303000 vs AR301000) based on context such as document status, but it won’t return multiple results for the same reference number by default.

To get the behavior you’re looking for (two results for the same invoice), the only real option is a customization approach:

Option : Duplicate search entities

  • Create a custom DAC (or projection) that represents the same invoice data
  • Register both the standard DAC and the custom DAC in the search index
  • Configure each to point to a different screen (SO303000 and AR301000)

This would allow Global Search to return two entries for the same reference number, each navigating to a different screen. However, this requires C# customization and careful handling to avoid confusion or duplicate indexing issues.


Naveen Boga
Captain II
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  • Captain II
  • April 22, 2026

Hi ​@Sagar Greytrix  As per my knowledge, Acumatica's Global Search indexes records based on Search Index definitions tied to specific graphs/screens. For a given record (like an Invoice), the search engine returns one result per indexed entity, whichever screen that entity is mapped to. The "Balanced vs Open/Closed" behavior you're seeing is because those statuses map to different graphs (SOInvoiceEntry vs ARInvoiceEntry), so the index already returns one result pointing to whichever screen owns that record's state.

Getting it to return two navigation results for the same reference number is may not work, but it is worth raising support case with Acumatica and get the inputs from them.