Skip to main content
Question

Navigate from Project to Sales Contract

  • Dec 18, 2019 8:27 AM UTC
  • 5 replies
  • 336 views

Forum|alt.badge.img+12

I wanted to make a RMB for navigation between a Project and their connected Sales Contract(s) but I can't manage to get it working.

Does anyone already has on made and maybe could share it with me?

Thus I came so far for my selection in a datasource...

SELECT contract_no

FROM   sales_contract

WHERE  contract_no IN (SELECT cpv.contract_no

                       FROM   &ao.contract_project_lov cpv

                       WHERE  cpv.project_id = '&PROJECT_ID')

5 replies

  • Superhero (Employee)
  • Dec 18, 2019 3:29 PM UTC

Do you have more than one project on your sales contracts? If not you could create a custom field for project id on the sales contract LU and then do a window with transfer custom menu. 


Forum|alt.badge.img+12
  • Author
  • Hero (Employee)
  • Dec 18, 2019 3:31 PM UTC

Yes, i have multiple projects… that is the difficulty I encounter.


  • Superhero (Employee)
  • Dec 18, 2019 3:49 PM UTC

Yes, i have multiple projects… that is the difficulty I encounter.

OK, and the projects have multiple sales contracts, so you cannot do the reverse I presume. Hmm. 

I'd suggest adding a custom tab on the project screen to list all contracts related to the project and then a RMB to navigate from there. 


Forum|alt.badge.img+12
  • Author
  • Hero (Employee)
  • Dec 18, 2019 4:03 PM UTC

Had an own solution to make an InContext Lobby Item (List Type) with navigation to the sales contract.. but thanks for thinking along.


Forum|alt.badge.img+9
  • Sidekick (Customer)
  • Apr 13, 2020 11:39 AM UTC

Hi,

If your projects are connected to the Sales contract Window, then you could create a shortcut using this advanced save search. The user has to enter the Project ID in the pop up window and then the sales contract connected will be retrieved by the shortcut

 CONTRACT_NO in ( select contract_no from ifsapp.contract_project where project_id = '&Project_Id')