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Finance | Project Operations, Human Resources, ...
Suggested answer

Collections Form notes display

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Posted on by 64

Hi,

I am working on a requirement having form name = 'CustCollectionsPoolsListPage', Path : Credit and collections> collections> Aged balances

So on this form when a user click on "change status" of the open transaction form after selecting a record , he can specify the notes and click on change status. He may or may not opt to change the value of the status field and click ok 

These notes are actually saved in smmactivities tables usermemo field which can be seen under the notes tab in this form.

There can be multiple customer invoices against which these notes are being specified.

The Problem is that I am not able to find a proper relation to the customer transaction with respect to the smmactivities memo saved.

It shows a relation with the custtable however I cannot see any reference related to customer transactions, but the change status that we click is specific to the customer transactions.

pastedimage1666347373474v1.png

I need to add a display method on this grid which should show the notes for V1 and if I add the notes for V2 then it should show for V2 as well.

Note that the notes are also stored in the "CustDisputeHistory" and "CustDispute" table but those are not saved in case the status remains the same.

And I want to show the values irrespective of the status changed.

  • GirishS Profile Picture
    27,825 Moderator on at
    RE: Collections Form notes display

    I don't think in standard notes are filled against the CustTrans table.

    On the same form you posted above - You can see that there is a separate notes tab. I don't think they are maintaining the notes against a CustTrans table.

    Refer to the CustCollections(Form) >> SmmActivityParentLinkTable(DataSource) >> Navigate to Init method - In that method you can see that SmmActivityParentLinkTable is added with CustTable as a link.

    Thanks,

    Girish S.

  • vicky1234 Profile Picture
    64 on at
    RE: Collections Form notes display

    Thanks again for the reply.

    The requirement is to get the specific notes against the customer transaction and there must be some logic related to it.

    I can add a new filed and save it against a customer transaction but that is not something which I would like to add .

    I want to fetch the record via a display method and show it against the transaction.

    In this case there is direct reference of custtrans with smmactivity tables

  • GirishS Profile Picture
    27,825 Moderator on at
    RE: Collections Form notes display

    Yes, RefRecId field in the SmmAcrivityParentLinkTable doesn't specifically point to one table. It will be referring to multiple tables that's the reason why you have TableId field. You will be having multiple table recids as a value in the RefRecid.

    Based on the functionality you need to add the relation for SmmActivityParentLinkTable.

    Thanks,

    Girish S.

  • vicky1234 Profile Picture
    64 on at
    RE: Collections Form notes display

    Hi Girish,

    Thanks for replying

    I know the relation between SmmActivityTable - SmmActivityParentLinkTable  , however I think that these tables are not directly linked to custtrans .

    I have checked the data and relation and what i found is that the relation is with the custtable and not with custtrans.

  • Suggested answer
    GirishS Profile Picture
    27,825 Moderator on at
    RE: Collections Form notes display

    Hi Vicky,

    Refer to table SmmActivityParentLinkTable. In this table you have "RefRecId" field - Value for "RefRecId" will be recid of CustTrans table.

    SmmActivityTable has relation with SmmActivityParentLinkTable through activity number.

    So as per screenshots the notes are saved for each lines in the smmActivityTable along with custtrans recid.

    So you need to join  SmmActivityTable - SmmActivityParentLinkTable and CustTrans table to get the notes value.

    Thanks,

    Girish S.

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