SugarCRM 5 - create a sub-panel for invoices in the account panel

Question

I am setting up SugarCRM 5, and in my SugarCRM database I have all the invoices that were imported from our ERP system. Now I would like to know if it is possible to create a new panel in the accounts panel without editing the SugarCRM source files so that the index of my invoice is visible in this interface.

Answer 1

The last time I checked, you can use the module constructor to extend the interface. Starting with 5.0 (or possibly 4.x), Sugar has added all of these APIs, which should allow you to extend SugarCRM without hacking it or losing it on the next update.

Hope this helps!

Answer 2

You can create a new module - Invoices using the Builder module, and then add the relationship between accounts and invoices. Subpanels will appear for both invoices and invoices without any coding. You just need to customize the columns again using the Builder module.

Answer 3

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Answer 4

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Answer 5

You can create subpanels in the account module information view by simply passing relationships in the two modules. Create a one-to-many relationship between the Accounting Module and the Invoices module.