Re: Estimates and Transactions in the Edit Customer Screen

Anonymous — Fri, 01 Jun 2012 18:09:40 GMT

Which table is your transactions grid based off? If it's not based off the the transaction or estimates table then it would never show in estimates. The default grid for the transactions tab section uses the transaction table. Please confirm.

Estimates and Transactions in the Edit Customer Screen

MikeB — Wed, 30 May 2012 20:25:17 GMT

We have the following initial setup for a Transactions section within the EditCustomer screen for our company (company "ABC"):

Screen = ABC_Edit Customer, Section = Transactions, Grid = Invoice. When I use the "Edit" option for the Invoice grid, I see that the associated table is the "Invoice" table, and that the relationship is 'Detached".

The standard Method CRM_Edit Customer screen has the following properties for a similar section:

Screen = CRM_EditCustomer, Section = Transactions, Grid = Transactions. When I use the "Edit" option for the Transactions grid, I see that the associated table is the "Transaction" table, and that the relationship is "Attached".

The reason that the ABC_EditCustomer screen is a problem is that as it's currently set up, estimates are not able to be shown in this grid. There is no field for "TxnType" in the Invoice table.

I assume that in order to see Estimates in this grid for ABC Company, I would need to associate theTransaction table, correct?

Just a note: the Estimates functionality works for ABC Company, and I can link the Quickbooks_Estimates screen to the Customers tab and I can see existing estimates - that's no problem.

I just want to be able to see estimates in the Transactions section of the Edit Customer screen, and I just wanted confirmation that it was not possible, unless I exchange the currently detached Invoices table that the grid refers to the attached Transactions table.

Thanks

Method:Classic General Q&A

Re: Estimates and Transactions in the Edit Customer Screen

Estimates and Transactions in the Edit Customer Screen