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how to build credit release on dashboard

  • February 6, 2025
  • 2 replies
  • 41 views
S
Freshman II
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I want o build a dashboard, how can I show the sales orders with credit hold 

Best answer by DipakNilkanth

Hi ​@SandyA,

  • Copy the existing GI of Sales Orders and create a new one with different name. 
  • Add condition in newly created GI as it should fetch only sales orders which are on credit hold status.
  • Use this GI as a source in your dashboard.

 

Hope it helps! 

    S

    2 replies

    DipakNilkanth
    Pro III
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    • DipakNilkanth
    • Pro III
    • Answer
    • February 6, 2025

    Hi ​@SandyA,

    • Copy the existing GI of Sales Orders and create a new one with different name. 
    • Add condition in newly created GI as it should fetch only sales orders which are on credit hold status.
    • Use this GI as a source in your dashboard.

     

    Hope it helps! 

    Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
    Chris Hackett
    AndreasKleinfeld72
    S
    Freshman II
    Forum|alt.badge.img
    • SandyA
    • Author
    • Freshman II
    • February 6, 2025

    thank you ​@Nilkanth Dipak 

    Chris Hackett
    DipakNilkanth
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