Hi, can someone please explain to me why, in a generic inquiry, sometimes reference number or document number shows up as blue and I can drill down to the document, but sometimes I can’t drill down?
For example: I can drill into the payment reference number here but nothing gets pulled up when I try to drill into the invoice reference number.
And sometimes when I create a GI, the reference number would not even show up as a link.
Can anyone explain why this would be?
Thanks!!
Best answer by afomichev
Hi
>>When I select default navigation for just the external reference number, in this case the invoice number, nothing shows up as a link.
Default navigation is based on the internal logic and in some cases it cannot be activated, your case is the one of them.
What you can do here is to go to Navigation tab of the Generic Inquiry and manually define the navigation:
After that, go to the Results grid, set the Default Navigation to ‘False’ and select the added screen navigation in the Navigate To column:
After that you should get the blue links in the GI output and be able to navigate to your invoices. The system in this case will open the Invoices and Memos (AP301000) form and predefine the Doc Type and Reference Nbr of the document that it has got from the GI line you navigated from - these are the settings you defined above.
+16HI
It is driven off the Default Navigation column on the GI.
Mine for customers is customer ID and State (for example)
When I select default navigation for just the external reference number, in this case the invoice number, nothing shows up as a link.
And when I select default navigation for the payment doc number, it would work, but when I drill into it, invoice and memo document is pulled up instead...
+16Hi
Here is what the help says on that:
| Default Navigation | A check box that indicates (if selected, which is the default value) that the field value can be a link to the default form, which the user can open by clicking the link specified in the source code. For example, for the field that holds the invoice reference number, the default form is the Invoices and Memos (AR301000) form. If the check box is cleared, the field value can be a link to the screen selected in the Navigate To box.
|
Thank you
I saw the help page as well. I have tried clearing all default navigation except for the payments reference number, and also making sure the Navigate To is the payments screen by setting it up on the Entry screen. Still no luck, it is opening up related invoice and memos every time I click on the payment number…
Hi
>>When I select default navigation for just the external reference number, in this case the invoice number, nothing shows up as a link.
Default navigation is based on the internal logic and in some cases it cannot be activated, your case is the one of them.
What you can do here is to go to Navigation tab of the Generic Inquiry and manually define the navigation:
After that, go to the Results grid, set the Default Navigation to ‘False’ and select the added screen navigation in the Navigate To column:
After that you should get the blue links in the GI output and be able to navigate to your invoices. The system in this case will open the Invoices and Memos (AP301000) form and predefine the Doc Type and Reference Nbr of the document that it has got from the GI line you navigated from - these are the settings you defined above.
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