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Question

Is there a way to add additional fields to the Approvals screen (EP503010)

  • February 13, 2025
  • 3 replies
  • 45 views

Does anyone know how to add the following fields as columns to the Approvals Screen (EP503010)

  • Project ID
  • Vendor Doc ID
  • A proper link to the AP attachement or if there is a way to include the AP invoice PDF as a side panel

Right now the only way to get this information is to click into the approval to see the bills and adjustments entry, when you need to click into B&A for each invocie is rather time consuming.  

I tried to go into the Screen Customization Editor, however it doesn’t seem like the fields am looking for is inherently part of the EPApprovals DAC. As I am VERY new to the screen customizer I did not try to add the custom field, since i don’t know how to link it to the necessary DAC table. 

Thanks in Advance! 

 

3 replies

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  • Acumatica Support Team
  • 871 replies
  • February 14, 2025

Hi ​@Epapadimas 

Please check the following thread, which has related information which may help you. 

Regards,


aaghaei
Captain II
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  • Captain II
  • 1202 replies
  • February 14, 2025

@Epapadimas as ​@vkumar pointed out unfortunately there is no easy way to acheive what you are looking for. Here is what you need to do:

  • Add the required fields to the EPApproval DAC as DB fields through a DAC Extension.
  • If you are using single project and entering the project through the document header using CacheAttached event handlers otherwise using RowInserted populated the desired values into the custom fields you have created.
  • Add the custom fields you have created to the Approvals Screen.
  • In order to display AP Bills attachments in Approvals screen you will need to override NoteID behavior in EPApprovalProcess through a graph extension.

I have been through this process in the past (with some additional needs and requirements) but honestly it is part of a bigger project that I cannot shre the code as we sell this Custom Approval Workflow. This is what you will see at the end. It is showing Subcontract/PO and Projects in this screen but the same logic applies to AP Bills or any other screen that has Approval capability.

If this is your first project I guess it will be a little bit difficult to make it work.


  • Author
  • Freshman I
  • 4 replies
  • February 18, 2025

Hi ​@aaghaei  & ​@vkumar  

thank you both for your help -- I had a feeling it was going to be an “adventure” to get it to work. 

The good news is that your reponses verified i wasn’t missing anything obvious so that is a relief. 

Since the process is much more involved (and possibly beyond my current ability)  haven’t had a chance to test either option. so i can’t choose the “best” answer just yet. 

I also need to get a local “testing” testing instance on my PC before i begin poking around he customizations. -- i may come back with questions then. 

Anyway i appreciate you help : )

 

 


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