We are brand new to Method CRM. I am a developer, so shouldn't have too much trouble with a little good direction here.
The screen I am trying to create is pretty straightforward... a listing of all OPEN items on purchase orders, with searchable column fields for: MFR PART # (manufacturer's part number), ITEM CODE (item name), and WHOLESALE # (wholesale number, a custom field in the InventoryItem table) and non-searchable fields for PO NUMBER (associated PO number), as well as QTY ORDERED and QTY REC'D. In addition, I would like to add a link that opens up the PO in question when clicked.
I've already determined that the base for this custom screen is the PurchaseOrderLine table. Problems I'm having:
1) MFR PART #, and WHOLESALE # are all showing up as blank. If it is not possible to have these fields, and only ITEM CODE (item name) is searchable, it would not be the end of the world but would prefer to have all three options. Can't figure out why these columns are all showing up as blank entries.
2) Can't figure out how to create the PO NUMBER column, as this would appear to have to be a linked field. I cannot find any documentation on how to create linked fields, but as far as I can tell it should be as simple as associating the one of the PurchaseOrderLine fields (ID) with the ID of the PurchaseOrder table and retrieving the matching result. Cannot for the life of me figure out how this is done.
Thanks for any help on this!