Creating Activity Tab on AR & AP documents

Respondida

Ross Papworth

• 8 de agosto de 2016 02:14

Hi there 

 

I a hoping the community may be able to point me in the right direction please.

 

We would like to customize our AR Sales Order, AR Delivery, AR Tax Invoice PLUS AP Order, AP Deliver & AP Invoice to include a tab. This tab is to show if there are any related activities loaded for any of the related documents, plus the ability to create a new activity within the newly created tab.

 

Can someone please let me know if there is a knowledge base document or any guidance on how we are able to customize this ? 

 

Thanks very much!

Vote

0

• Comentario oficial

  

  Thomas

  • 8 de agosto de 2016 09:36

  Hi Ross,

  I suggest creating an SQL report tab (https://www.youtube.com/watch?v=UI-7DvL2N9M) that shows the related activities. You could open up the activity window from the report itself.

  The end result should look something like this:

  

  However, we do not provide any ready-made sql queries. If you wish us to do that for you, you can always contact support@boyum-it.com for premium support.

  -Thomas

Iniciar sesión para dejar un comentario.