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Adding the shipping contacts to the sales order screen (SO3010PL)

  • July 31, 2024
  • 2 replies
  • 128 views

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Hello,

Is there any way to add this table to the sales order GI? We want to add the shipping contact on the sales order screen SO3010PL, and I was not able to find this table in GI. 

We have the following tables on sales order GI now, and I don't know which one is the main table for shipping contact.

 

Best answer by bmorgan

Here’s how you can do it quick and dirty, though you may want to create a new GI instead of editing SO3010PL directly, depending on your use case. I could be making this up, but I think somewhere Acumatica recommends doing minimal edits to these PL screens as a ‘best practice.’ Anyone feel free to correct me on that.

 

Add ‘SOShippingContact’ in the ‘Tables’ tab of the GI screen. Full table name should be PX.Objects.SO.SOShippingContact. 

On the ‘Relations’ tab you can join the ‘SOOrder’ table with the ‘SOShippingContact’ table. For your relation fields, you’ll use ‘shipContactID’ from the ‘SOOrder’ table and ‘contactID’ from the ‘SOShippingContact’ table.

 


This should get you what you need. Example results below. Added Order Nbr from the SOOrder table and the email comes from the SOShippingContact Table

 

2 replies

  • Freshman II
  • Answer
  • July 31, 2024

Here’s how you can do it quick and dirty, though you may want to create a new GI instead of editing SO3010PL directly, depending on your use case. I could be making this up, but I think somewhere Acumatica recommends doing minimal edits to these PL screens as a ‘best practice.’ Anyone feel free to correct me on that.

 

Add ‘SOShippingContact’ in the ‘Tables’ tab of the GI screen. Full table name should be PX.Objects.SO.SOShippingContact. 

On the ‘Relations’ tab you can join the ‘SOOrder’ table with the ‘SOShippingContact’ table. For your relation fields, you’ll use ‘shipContactID’ from the ‘SOOrder’ table and ‘contactID’ from the ‘SOShippingContact’ table.

 


This should get you what you need. Example results below. Added Order Nbr from the SOOrder table and the email comes from the SOShippingContact Table

 


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  • July 31, 2024

@Dawood , try adding the table SOContact under the GI and add the relation based on the CustomerID.