Skip to main content
Solved

How to Get Activity Source in Generic Inquiry


Forum|alt.badge.img
  • Jr Varsity III
  • 65 replies

Hi,

I been looking at all the possible DAC in my system and could not figure this out. I am trying to add CRActivity.Type into a screen to only show one of the activity type ‘BOC’ or empty. However, when I connected the tables, it is not filtering properly. 

As you see from the screen shot above, the system is posting all the different entry that is on the customer profile. Below screen shot is a reference to the 22 entries that is listed as ‘BOC’.

What I hope to achieve is the system about to read the order type and order number that the Activity is connect to the specific Sales Order. I am able to find the fields I need with Element Inspector.

Unfortunately CRActivity.Source is not a field available in Relations and I do not know how I can build a table to connect to that DAC.

Does anyone have an idea on how to build the correct relationship and conditions if needed?

Thank you,

Calvin

Best answer by Naveen Boga

Hi @Calvin Please do the below changes and verify.

 

 

View original
Did this topic help you find an answer to your question?

17 replies

Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3382 replies
  • April 30, 2022

Hi @Calvin  The below query will help you fetch the related Sales Order detail. Please find the screenshot for reference.

 

 


Forum|alt.badge.img
  • Author
  • Jr Varsity III
  • 65 replies
  • May 2, 2022

Hi Naveen,

Thank you for your solution. May I know if this work needs to be done in Project level or at Generic Inquiry level? I am not familiar with editing project as I have no experience in SQL and programming. 

If this is from the Generic Inquiry screen, would you be able to show me in more detail steps on how to get to the below screen shot?

Thank you for your help!

Calvin


Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3382 replies
  • May 2, 2022

Hi @Calvin  Sure, let me create a GI and will share it with you


Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3382 replies
  • May 2, 2022

Hi @Calvin  Please find the GI here for your reference.

 

Also, attached XML format GI here, you can import into your instance and verify

 

 

 


Forum|alt.badge.img
  • Author
  • Jr Varsity III
  • 65 replies
  • May 4, 2022

Hi @Naveen Boga,

Thank you for the instruction and XML file. However I am not familiar what is Instance and where I can load the XML to. When I was referring to Generic Inquiry, I am referring to screen ID CST.SM.20.80.00. Please see below screen shot of the screen I am referring to:

Is there a way to make edit so it can achieved what I wanted? The current issue I have is that the order duplicate itself based on the number of Activities that is in the customer profile:

If this could be done without updating instance or other access that would be best. 

Kind regards,

Calvin 


Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3382 replies
  • May 5, 2022

Hi @Calvin 

Test- Back Order Inquire is a Custom GI

Can you please share the XML format of this GI? I can make the changes easily and will re-share it with you.

 

here are the steps provided.

  1. Open the Generic Inquiry screen - SM208000
  2. Select the GI, which you created
  3. Click on the Copy click board action → then click on the Export as XML action.
  4. After the 3rd step, an XML file will be generated. Please share it here.

 

 


Forum|alt.badge.img
  • Author
  • Jr Varsity III
  • 65 replies
  • May 5, 2022

Hi @Naveen Boga,

Please see below for my XML file. Thank you for your assistance. 

Calvin 


Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3382 replies
  • May 5, 2022

Hi @Calvin  I have modified the above GI, and please find the updated GI, attached here. Please do import and verify.


Forum|alt.badge.img
  • Author
  • Jr Varsity III
  • 65 replies
  • May 5, 2022

Hi @Naveen Boga,

I have upload the XML but it came with below error:

Kind regards,

Calvin


Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3382 replies
  • May 5, 2022

Hi, @Calvin Not sure why you are getting the above issue.

 

 For me this GI is working fine. Please find the screenshot for reference. Attached GI again 

 

 


Forum|alt.badge.img
  • Author
  • Jr Varsity III
  • 65 replies
  • May 5, 2022

Hi @Naveen Boga,

I have tried to import the XML once more but still providing the same error. Below is the Trace for the error:

Kind regards,

Calvin


Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3382 replies
  • Answer
  • May 5, 2022

Hi @Calvin Please do the below changes and verify.

 

 


Forum|alt.badge.img
  • Author
  • Jr Varsity III
  • 65 replies
  • May 5, 2022

Thank you @Naveen Boga !


Forum|alt.badge.img
  • Varsity I
  • 98 replies
  • December 11, 2024
Naveen Boga wrote:

Hi @Calvin  Please find the GI here for your reference.

 

Also, attached XML format GI here, you can import into your instance and verify

 

 

 

 

 

Hi ​@Naveen Boga Do you know if there is a way to pull the body of the activity? So instead of it showing the HTML code, it shows “TEST” since that’s what you have in your body? Thank you!


Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3382 replies
  • December 11, 2024

@jzhu  Yes, we do that but it requries additional customization.


Forum|alt.badge.img
  • Varsity I
  • 98 replies
  • December 11, 2024

@Naveen Boga Are you able to share what you did to convert the HTML to text in the customization projects? Thanks!


Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3382 replies
  • December 11, 2024

@jzhu  I don’t have this customization on handy and need to work on it.

You can refer the below link for the customization.

https://stackoverflow.com/questions/64141297/how-do-you-convert-html-to-plain-text-in-acumatica-for-use-in-reports-and-inquir


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings