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Add the CustPORefNbr from the Service Orders screen to the Appointments screen

  • October 17, 2023
  • 1 reply
  • 55 views

We would like to add the CustPORefNbr from the Service Orders screen to the Appointments screen so we don't have to go to the service order to enter the customer order ref number every time.

I took a look on the Appointments FS300200 screen editor and it doesnt show as an option when I select add data fields.

 

Best answer by RohitRattan88

@ryonxan 

I dont think what you trying to achieve is possible via Low/No Code customization.

You would need to do some coding and a general approach would be like:

Extend your Appointment screen DAC(FSAppointment)

Add a new unbound custom field with the required query(CustPORefNbr from Service Orders for current Appointment)

Publish customization and add field to the screen

Good Luck.

1 reply

RohitRattan88
Acumatica Moderator
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  • Acumatica Moderator
  • Answer
  • October 17, 2023

@ryonxan 

I dont think what you trying to achieve is possible via Low/No Code customization.

You would need to do some coding and a general approach would be like:

Extend your Appointment screen DAC(FSAppointment)

Add a new unbound custom field with the required query(CustPORefNbr from Service Orders for current Appointment)

Publish customization and add field to the screen

Good Luck.