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Understanding Generic Inquiry Drill Down

  • November 8, 2024
  • 6 replies
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  • Semi-Pro II
  • 121 replies

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 @jzhu,

>>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:

  • Add the AR301000 screen to the left pane
  • Define both parameters (DocType and RefNbr) - you have them in the results as far as I understand:

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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6 replies

Kandy Beatty
Captain II
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  • Captain II
  • 2209 replies
  • November 8, 2024

HI @jzhu 

It is driven off the Default Navigation column on the GI. 

Mine for customers is customer ID and State (for example)

 


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  • Author
  • Semi-Pro II
  • 121 replies
  • November 8, 2024

@Kandy Beatty Thank you! 

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...


Kandy Beatty
Captain II
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  • Captain II
  • 2209 replies
  • November 8, 2024

Hi @jzhu 

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.
  If the screen that should be opened by clicking the link is the same as the Entry Screen specified on the Entry Point tab of this form, the field value is displayed with no link. You can open any of these rows by clicking the row and then clicking the Edit action on the inquiry toolbar or by double-clicking the row.
If the Default Navigation check box and the Navigate To box are cleared, the field cannot be a link.
  If you select the Default Navigation check box, you should clear the Navigate To box.

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  • Author
  • Semi-Pro II
  • 121 replies
  • November 8, 2024

Thank you @Kandy Beatty 

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… 

 


afomichev
Acumatica Moderator
  • Platform Analyst
  • 17 replies
  • Answer
  • November 8, 2024

Hi @jzhu,

>>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:

  • Add the AR301000 screen to the left pane
  • Define both parameters (DocType and RefNbr) - you have them in the results as far as I understand:

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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  • Author
  • Semi-Pro II
  • 121 replies
  • November 12, 2024

Thank you @Kandy Beatty and @afomichev !!


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