定制屏幕技术问询：将双GI数据整合至含Sales Orders、Invoices标签页的自定义屏幕

Got it, let's walk through how to build that custom tabbed screen to combine your two existing Generic Inquiry (GI) views—so you can access all customer-related sales orders and invoices in one place without switching screens. Here's a step-by-step breakdown:

First, set up a base custom screen that acts as the central container:

• Open your customization project editor and create a new screen (under Screens > Add Screen)
• Add a CustomerID input control (use the standard Customer.CustomerID DAC field for consistency) to the screen's top section—this will be your shared input for both GIs
• Configure the CustomerID control to support search/selection, matching the behavior of your existing GI screens

Next, build the tabbed layout to separate your two data views:

• In the screen's layout editor, add a Tab Container control
• Inside the container, create two individual tabs: name the first one Sales Orders and the second Invoices
• Adjust the tab order and styling to fit your team's workflow preferences

Now link your existing GIs to each tab to display the right customer-specific data:

• For the Sales Orders tab:
  • Open the tab's layout, click Add Control, and select Generic Inquiry
  • In the control properties, pick your existing Sales Orders GI from the dropdown
  • Set up parameter binding: map the screen's CustomerID control value to the GI's CustomerID parameter—this ensures the GI only loads data for the selected customer
• Repeat this exact process for the Invoices tab: select your existing Invoices GI and bind its CustomerID parameter to the screen's shared input

Make sure the GIs update automatically when a customer is selected:

• Go to the Events tab of the screen's CustomerID control
• Add a Refresh action that targets both GI controls in the tabs
• Test this by selecting a customer—both tabs should load their respective data without needing manual refreshes

Before deploying, double-check these key details:

• Confirm each GI only displays data for the selected CustomerID (no cross-customer data leaks)
• Adjust the GI's displayed columns in the embedded control if you want to trim unnecessary fields for clarity
• Test switching between tabs to ensure data persists and doesn't require reselecting the customer

Quick Notes #

• If your existing GIs have extra filters, you can keep those intact or adjust them in the embedded control settings to align with the custom screen's purpose
• You can add a manual Refresh button to the screen if your team prefers explicit control over data reloads, but auto-refresh should cover most common use cases

内容的提问来源于stack exchange，提问作者John