Hi,
I am wanting to put a new Detail Section on an Account level tab which shows all of the products purchased by that account.
I have tried to find a Detail which will show this, but all of the following do not allow me to tie to the Account and therefore are all empty on the page:
- Order Products
- Product in Order
Using Orders, does not then when I edit the columns allow me to display the information I wish to display which is currently:
- Order
- Order Date
- Part Number
- Category/Product Family
- Product Name
- Qty
- Price Sold
I would appreciate some guidance on how I can achieve this.
thanks
Mark
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Hi Shailey
Thanks for your reply, but I am not following sorry.
When editing the page and tab and adding a 'New Detail' I cannot get the Account option in those expected to allow the connection to these data fields to be available and display data:
Would you be so kind and expand on your guidance, so I can follow and apply to our installation please.
Many thanks
Mark
Hello Mark,
As was mentioned by Shailey, at first you need to add the detail and after that set the detail page up to have the connection/lookups between needed sections of the system (like Accounts and Orders). For that you need to open the Section wizard in the Account section and create the detail in the appropriate tab (or create new one):
After that you should open any record in Account section and go to the seetings of just created detail:
In the detail settings window you can open the Detail Page and add needed lookups:
After configuration is set, don't forget to save changes. Then you need to open Account record and set the needed columns for the detail (use Column setup):
Order, Order Date (Date), Qty Price (Product in order (by column Order) - Quantity), Sold (Total, base currency).
As far as there is no strict connection between Account and Products (any account can have any products and different types of product), there is no possibility to show the Product name in the new created detail. That's why we can suggest to open the order and check the connected products there.
Best regards,
Roman