Primary Contact as Default on Service Orders

Hi ​@bobbytherbs,

To default the Primary Contact on the Service Orders screen, you’ll need to implement logic within the FieldDefaulting event of the ContactID field. Please find the attached code snippet for reference.

protected virtual void FSServiceOrder_ContactID_FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e)
{
    var row = e.Row as FSServiceOrder;
    if (row == null || row.CustomerID == null)
        return;

    // Get Customer's Primary Contact
    BAccountR customer = PXSelect<BAccountR,
                           Where<BAccountR.bAccountID, Equal<Required<BAccountR.bAccountID>>>>
                           .Select(Base, row.CustomerID);

    if (customer?.PrimaryContactID != null)
    {
        e.NewValue = customer.PrimaryContactID;
        e.Cancel = true;
    }
}

If you want the contact to be updated when a Customer is selected, you can include the logic in the FieldUpdated event of the CustomerID field, as shown below.

  protected void FSServiceOrder_CustomerID_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated InvokeBaseHandler)
    {
      if(InvokeBaseHandler != null)
        InvokeBaseHandler(cache, e);
      var row = (FSServiceOrder)e.Row;
 if (row == null)
        return;

    // Clear existing contact to trigger defaulting
    cache.SetDefaultExt<FSServiceOrder.contactID>(row);

    }

Hope, it helps!