Sync Customer, Location and Custom Field in Invoices Screen

  • 15 March 2022
  • 2 replies

Userlevel 3
Badge +1

We have a requirement where we need to make sure if a certain user is logged into the system, in the Invoices screen, we need the Customer, Location to be filled automatically and a custom field called Sales Channel (dropdown field) must be filled as LOCAL or FOREIGN according to the logged in user. How can we approach this development. I have attached a screenshot for reference.

Thank you.



Best answer by Dioris Aguilar 16 March 2022, 00:00

View original

2 replies

Badge +9

What have you tried so far?

Userlevel 5
Badge +3

@TharidhiP You should customize the User Profile (SM203010) screen to add those custom values per user (Customer and Location) and override the FieldDefaulting event for ARInvoice_CustomerID and ARInvoice_CustomerLocationID for the Invoices screen (SO303000).
You should check the current logged user using AccessInfo class in order to bring the corresponding custom selection set in the User Profile screen.

Same logic applies for the Sales Channel field → custom field in User Profile screen to store the value per user and implement the FieldDefaulting event in Invoices screen using the AccessInfo class to get the current logged user.

You’ll probably need to call e.Cache.SetDefaultSet<CustomerID>(...) (same for Location and Sales Channel) in FieldUpdated_DocType.


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2023  Acumatica, Inc. All rights reserved