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How can we display important document information in a screen before adding it in SAP Business One?

pressfit
Participant
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184

My question is regarding SAP Business One. When a user is entering a document, like AP Invoice, we want to show the user some information about the document before they finalize it. For e.g., we want to show:

  1. Vendor Ref. No.
  2. Document Date
  3. Vendor TaxId0 (PCH12.TaxID0)
  4. Vendor GSTIN (PCH12.BpGSTN)
  5. DocTotal
  6. Location (PCH1.Location - first row)
  7. E-Way Bill No. (OPCH.U_EWB)
  8. WTax Code, Percentage, Amount

It is a mix of header fields, row fields, and backend fields.

We want to show this to the user so they can review these critical details quickly right before adding the document. Most cancellations happen because one of these details are incorrectly entered by a user.

A system information window with these details is desirable. We are able to show the details which are present on the current screen but not the header/backend fields. Are we missing something? How can we achieve this in an add-on?

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