Skip to main content
Question

Side Panel GI in Sales Order Customization

  • April 8, 2026
  • 4 replies
  • 21 views
L
Freshman I
Forum|alt.badge.img

I have created a generic inquiry that shows customer history.  The GI is from the GL Tran table and I have included an image below of the tables involved in the GI.  The GI works when installed into the side panel of another GI

I have tried two different ways to install it into the customization project for our Sales Orders.  One time as a Navigation Search Records so that it would come up as a choice under the three dot elipse, and one time as a Navigation Side Panel.   I have published the customization and recieved messages saying it was sucessfull.  I did not however choose to publish all customizations and dont know if that is a required step.  However, you will see in the screen below the status of my actions is new whilc previously published ones are inherited.

 


 

 Any thoughts would be appreciated.

    4 replies

    darylbowman
    Captain II
    Forum|alt.badge.img+16

    I don’t think you really stated your problem. If they haven’t showed up on the screen, try ‘Restart Application’ from the ‘Apply Updates’ screen.

     

    the status of my actions is new whilc previously published ones are inherited.

    This is normal. It just means you added them through the workflow editor config instead of via a code workflow.

    Daryl⚡Freelance Acumatica developer (MVPx3🏆) 🛒store.deftstrokesdev.com ⏩linkedin.com/in/darylbowman
    L
    Freshman I
    Forum|alt.badge.img

    My restart updates screen is blank.  Am I running any risk by clicking apply updates?  Could it affect other customizations?  

     

    darylbowman
    Captain II
    Forum|alt.badge.img+16

    You want to click ‘Restart Application’, which incidentally has nothing to do with updates. But it will take down your site for a minute or two, so obviously make sure no one is using it or at least not your boss 😁

    Daryl⚡Freelance Acumatica developer (MVPx3🏆) 🛒store.deftstrokesdev.com ⏩linkedin.com/in/darylbowman
      L
      Freshman I
      Forum|alt.badge.img

      Thanks Daryl, I will try it tonight

       

        Terms & ConditionsCookie settingsAccessibility statement
        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 — 2024  Acumatica, Inc. All rights reserved