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UDf to display both Vendor & Customer Record

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Captain II
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Hello Community,
 I have created a UDF that should display both vendor & customer records. But when I add this UDF under projects screen it only displays the records of the type=Customer not for vendor.
 


 

Am I using the incorrect schema object or what. Please guide me. Or is it do I need to add a separate UDF for Customers & separate for Vendors?
Thanks in advance.

Best answer by Harshita

hello @Vignesh Ponnusamy  & @RohitRattan88 , i checked out in one of the live instances and it is displaying the data as required. Looks there are some issues in the demo instance. It does work on the SO screen in my demo instance but not displaying the same data the the Projects screen.
Thanks a lot for your quick responses.

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7 replies

Vignesh Ponnusamy
Acumatica Moderator
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Hi @Harshita,

Try using PX.Objects.CR.BAccount2 as Schema Object. Good Luck.!

#VP
Chris Hackett
RohitRattan88
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RohitRattan88
Acumatica Moderator
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  • RohitRattan88
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  • October 25, 2023

@Harshita weird. When I use the same attribute on Sales Order screen, it seems to bring all type of business accounts for me:

 

Chris Hackett
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    Chris Hackett
H
Captain II
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  • Harshita
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  • October 25, 2023
Vignesh Ponnusamy wrote:

Hi @Harshita,

Try using PX.Objects.CR.BAccount2 as Schema Object. Good Luck.!

It also displays only Customer records:
 

 

RohitRattan88
Acumatica Moderator
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  • RohitRattan88
  • Acumatica Moderator
  • 253 replies
  • October 25, 2023

@Harshita 

Seems to work on project screen as well:

 

 

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    Harshita
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Captain II
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  • Harshita
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  • October 25, 2023
RohitRattan88 wrote:

@Harshita

Seems to work on project screen as well:

 

 

I am selecting the schema field as AcctCD

Vignesh Ponnusamy
Acumatica Moderator
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@Harshita, Are you using the Admin user to test this? Do you have access to the Vendor screen?

#VP
Chris Hackett
RohitRattan88
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    Chris Hackett
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H
Captain II
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  • Harshita
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  • Answer
  • October 28, 2023

hello @Vignesh Ponnusamy  & @RohitRattan88 , i checked out in one of the live instances and it is displaying the data as required. Looks there are some issues in the demo instance. It does work on the SO screen in my demo instance but not displaying the same data the the Projects screen.
Thanks a lot for your quick responses.

Vignesh Ponnusamy
Chris Hackett
2 people like this
  • Vignesh Ponnusamy
    Vignesh Ponnusamy
  • Chris Hackett
    Chris Hackett

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