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How to Edit My Orders Generic Inquiry- Customer Portal

  • 30 December 2022
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Kandy Beatty
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I am trying to edit the Generic Inquiry on the Customer Portal called My Orders and My Documents ( when you are logged in as a customer) I can not find what the name of the GI is. Does anyone know how I can find the name of the GI’s that are used on the customer portal?

 

 

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Best answer by Kandy Beatty 16 January 2023, 18:37

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aaghaei
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@kandybeatty49 

Have you tried granting the Customizer Role to a test Customer and lookup the GI properties?

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Kandy Beatty
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Hi @aaghaei 

Not yet, that was my next step, I just wasn’t sure if anyone had any experience with it first. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Kandy Beatty
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Hi @aaghaei 

 

Just wanted to follow up here, to edit the GI’s on the customer portal, you can not simply give customizer role. It needs to be done with the customization package. 

Thank you for the suggestion though. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
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Thank you for sharing your solution with the community @kandybeatty49 !

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
lauraj46
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Hi @kandybeatty49 ,

I was reading this thread and just wanted to add…

I think the reason that you need a customization package to change these portal screens is because they are defined in the Acumatica base code rather than as GIs.  There are also certain Inquiry screens in the standard Acumatica instance (not the portal) that are defined in this way, for example the Customer Summary screen.  I do wish that all Inquiry screens were GIs - it’s so convenient to be able to adjust them without a customization😊.

 

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
A
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Can someone point me to where on the customization project can I add filters? I am trying to filter the open cases screen in my customer portal.

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