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