Help showing Customer Name in Serial Number Maintenance custom tab

Kinetic ERP
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1

Hello,

Let me start this by saying that we are on the cloud kinetic but we are still only using the modern screens at this time.

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I have been tasked with creating a new tab in the Serial Number Maintenance screen for Warranty Info.

I added a textbox for them to add a new Customer ID.
They want it to show the customer name next to it.

I am unsure on how to do this in the screen customization.
I created a textbox to hold the customer name (txtCustName).

Any ideas on how to reference the customer table to find the appropriate customer ID and return the Customer Name?

Any help is truly appreciated!

2

I think I would start with something like the Customer Tracker, and work backwards from there instead of Serial Entry.
The Customer Tracker has the Warranty Tab and you should be able to relate things backwards from there instead of forwards from Serial Number entry. You would do a lookup to find serials relating back to parts from Jobs and Orders.
Just an idea because there are going to be multiple Serials per cust. Maybe a Dashboard or even a BAQ Zone on the Cust ID to pull up a list of serials based on your BAQ lookups.

Let us know!
I am struggling with some serial questions also and will post my question shortly as well. :wink:

George

3

I am doing what they asked.
If it’s not possible, I will have to backtrack and see what they think on that.

But mainly, I am asking how to pull data from a table that is not directly referenced by the screen customization, if that makes sense.

What code will grab the customer name from the customer table based on the CustID supplied in the ‘txtEndUserCustID’ textbox?

I feel like it shouldn’t be that hard but I am not that good with this. I just don’t get to do it often enough to be proficient.

4

Yes, I see the issue with unrelated tables. A foreign Key View is needed to relate them but it has also been a while for me. You would create a BAQ then pull it into your screen. The world in Kinetic is different now as well, so since you are in Classic or Modern view, you use different tools.
Just trying to give ideas on a direction for you. :wink:
If they are set on accessing it from Serial Number Entry, then you need some way to relate the data to that screen, and I get that it is not natively linked and is a One to Many relationship to the data so a BAQ lookup will be needed at some point to display the data.