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UDf to display both Vendor & Customer Record

  • 25 October 2023
  • 7 replies
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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.

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Best answer by Harshita 28 October 2023, 07:50

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Vignesh Ponnusamy
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Hi @Harshita,

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

#VP
RohitRattan88
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@Harshita weird. When I use the same attribute on Sales Order screen, it seems to bring all type of business accounts for me:

 

H
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Hi @Harshita,

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

It also displays only Customer records:
 

 

RohitRattan88
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@Harshita 

Seems to work on project screen as well:

 

 

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@Harshita

Seems to work on project screen as well:

 

 

I am selecting the schema field as AcctCD

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

#VP
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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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