Add field of Inventoryitem to Sales Order Line

Hi @Dipak Nilkanth,

Thanks, can you please add the screenshot so I can follow the steps easily.

Thanks,
Idrus

Hi @idrusm52,

I have not implemented this solution, so I do not have any screenshots to provide.

I am simply offering a suggested approach to achieve this functionality.

 

Hi @Dipak Nilkanth,

I just paste your step into ChatGPT and got information as below and it’s working fine. Thanks.

To accomplish these tasks, follow the steps below to extend the SOLine Data Access Class (DAC) and add a custom field that retrieves a value from the InventoryItem table. Here’s how to set it up:

1. Extend the SOLine DAC

Create a DAC extension for SOLine to add a new field that pulls in the UsrLookup value from InventoryItem.

1. In the Customization Project within Acumatica, open the Code Editor and create a new DAC extension class.

2. Define the extension class for SOLine and add a new field, UsrLookup, to retrieve the value from the InventoryItem table.

   Copy code

   using PX.Data; using PX.Objects.SO; using PX.Objects.IN; namespace CustomizationNamespace { public class SOLineExt : PXCacheExtension<SOLine> { #region UsrLookup [PXString] [PXUIField(DisplayName = "Lookup Value")] [PXFormula(typeof(Selector<SOLine.inventoryID, InventoryItemExt.usrLookup>))] public virtual string UsrLookup { get; set; } public abstract class usrLookup : PX.Data.BQL.BqlString.Field<usrLookup> { } #endregion } }

   • PXString defines the type of the UsrLookup field. Adjust the type according to the actual field type of UsrLookup in InventoryItem.
   • PXFormula with Selector pulls the UsrLookup value from InventoryItem based on the selected inventoryID in the SOLine.

2. Link the Field Using BQL

The [PXFormula(typeof(Selector<SOLine.inventoryID, InventoryItemExt.usrLookup>))] attribute defines a formula that automatically retrieves the UsrLookup value from the InventoryItem table. Here’s how it works:

• Selector: This BQL selector links SOLine.inventoryID to the usrLookup field in InventoryItem, using the InventoryItemExt DAC extension where UsrLookup is defined.
• This formula will update the UsrLookup field on the sales order line whenever the inventoryID changes.

3. Add the Field to the SOLine Grid on the Sales Order Screen (SO301000)

To display this field on the Sales Order Line grid in SO301000:

1. Open the Customization Project Editor.

2. Navigate to the Sales Order Screen (SO301000).

3. Select the SOLine grid.

4. Add the UsrLookup field to the grid by locating it under the Fields section of the Customization Editor.

5. Drag it into the desired position within the grid layout.

6. Save, publish, and test the customization to ensure the UsrLookup field displays correctly and pulls the value from InventoryItem based on the selected inventoryID.

This setup allows the UsrLookup field to be displayed and populated dynamically on the Sales Order Line grid in SO301000 based on the inventory item selected in the sales order.

@idrusm52 Thank you for the sharing the solution with the community.