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UDf to display both Vendor & Customer Record

  • October 25, 2023
  • 7 replies
  • 92 views
H
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.

Mike Gifford
Vignesh Ponnusamy

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
RohitRattan88
Acumatica Moderator
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  • RohitRattan88
  • Acumatica Moderator
  • 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
H
Captain II
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  • Harshita
  • Author
  • Captain II
  • October 25, 2023

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
  • October 25, 2023

@Harshita 

Seems to work on project screen as well:

 

 

H
H
Captain II
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  • Harshita
  • Author
  • Captain II
  • October 25, 2023

@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
H
Captain II
Forum|alt.badge.img+3
  • Harshita
  • Author
  • Captain II
  • 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
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