On the line detail of a sales order, when clicking on the Customer Part, it brings up a Customer Part Cross Reference Search. The search is prepopulated with the customer for the current order.
I want need to replace that search with one that shows more cross reference field. I created a custom search. My search works, except when you use it, you have to select again on the form - it comes over blank. I’m trying to figure out how to get the customer to come over to my custom search. Any help on this would be greatly appreciated.
Create new Quick Search and mark as Base Default.
@fakhruddin. I created a new Quick Search and marked it as default. The thing I am missing is how to get the customer ID and Name to come over to the search form. How do I get that to autofill in the cross reference search based on which customer on the order?
Hi Dane,
The above scenario you can achieve by calling Quick Search using Custom Code, Where you can pass filter values. It will require customization.
Thanks. I will give that try.