Acumatica Side Panel: Invoices For This Customer
Adding an Acumatica Side Panel: Show Invoices for this Customer
An Acumatica side panel is a navigation option similar to a pop-up window. A side panel can show a report, the results of a generic inquiry, or a data entry form. Here’s a great webinar recording showing how side panels can be used with Generic Inquiries.
In this example, you’ll see how to view a customer’s Invoices and Memos from the Customer form (AR303000).
Starting with Acumatica ERP 2020 R1, users can enable the functionality of an Acumatica side panel not only against generic inquiries but against other forms (such as the customer form) as well. However, the user must have the security role of “customizer” to build the below customization.
1. Write the Generic Inquiry showing Invoices and Memos
Our first step is to generate the content for the side panel. We write a generic inquiry to show the Invoices & Memos data. You may use the existing Generic Inquiry for this or create a custom one. Therefore, our recommendation is:
1. Create a copy of the existing “Invoices & Memos” inquiry
2. Rename the inquiry
3. Edit the copied inquiry
You’ll probably want fewer fields that what appear in the original Invoices & Memos form. Inactivate any that you don’t need.
2. Create the Acumatica Side Panel Navigation
To add a side panel to another generic inquiry screen, just add it to the “navigation” tab of the generic inquiry. In this example, we’re adding the Acumatica side panel to a different screen type. Therefore, it’s considered a customization.
Navigate to the Customization Projects (SM204505) form and create a new project. Name and save the project, and then begin editing.
In the Customization Project Editor, select the screen that will have the side panel enabled. In our example, we want the side panel to exist against the Customer form (AR303000). Choose “Add Screen” and enter details for AR303000.
On the Screens > Form ID > Actions, you may add an action. In our example, we’ll choose action type = Navigation: Side panel type.
Now we must:
- specify general settings;
- add the destination screen (that’s the Generic Inquiry you modified, above);
- and specify parameters (for instance, CustomerID is selected as a parameter so that the side panel displays the invoices only for that customer.)
3. Publish the Customization
In the Customization Project Editor, choose Publish> Validate Current Project. Assuming this passes validation, choose “Publish Current Project.”
Now your side panel is ready. Navigate to a customer form, refresh the screen, and you’ll see your Acumatica Side Panel. Beautiful!
Note: when moving a customization from one Acumatica instance to another, you’ll also need to import any associated Generic Inquiries separately and test them first.