Thursday, 28 August 2014

Creating an InfoPart Showing SalesOrder and SalesName in FactBox for a Customer

                        Creating FactBox and InfoPart

Scenario:
Go to AR and AllCustomers and select a purticular customer , then it should show the SalesOrder and SalesName in an InfoPart in FactBox of that form.
 
Solution:
* The FactBoxes can be created only in ListPage forms.
 
*Find which are all the tables and forms are required to this task
So lets find it by giving ViewDetails and Personalise of each field we reqired
*The Required Tables and form are
1.CustTable
2.SalesTable
3.CustTasbleListPage form
Step1:
*Create a new query and add CustTable as parent Datasourse and SalesTable as child Datasourse and give Normal relation for CustAccount and AccountNum fields of both tables


Step2:
*Create a new Part in AOT then set properties like Name ,Caption(salesinfo),Querry

*Create new Group(LayOut-->rt clik-->new group-->Group1) and set the Repeating property of Grup1 as Yes.


We need to diplay SalesOrder(related to salesTable-->salesid ) and Name(salesTable-->SalesName) in the InfoPart

So
*Create new field(Group1-->r.c-->new field) set the properties, DataSourse, DataField,Name
 
do the same for SalesName field also.
Step3:
*Add the Part to the AOT-->MenuItem-->Display
 

Step4:
*Add the menuitem(SlsInfopart) to the CustTableListPage form's Part node and set the property
DataSourseRelation:EDT.CustTale.AccountNum

Now Ipoen the form and The Fact Box will show the info part "salesinfo" which displays SalesOrder and SalesName
 

 
 

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