Adding Opportunity Table to Appointment Details Table, getting duplicates for certain records

Hello,

Duplicates usually mean something is wrong with the join.  When you join CRRelation to CROpportunity,  the tables’ key fields should be used to join, Possibly Company ID and Relation ID, not NoteID.

CRRelation has two note id fields (TargetNoteID and DocNoteId) though I recommend sticking with key fields when joining tables/classes.

@laura01 : What would be the key fields For CR Relation to CROpportunity?

@laura01 : Or is there any other way to get the owner of Opportunity on this GI?

Hello,

The Key Fields in CRRelation are Company + Relation ID.  The key fields in Opportunity are Company + Opportunity ID.  Joining on both will only work if Relation ID is the same entity as an Opportunity.  I’m not familiar with what a “Relation ID” is in Acumatica; not sure these tables can be correctly joined on their key fields.

Another idea to remove duplicates:  Maybe try joining Noteid = Noteid… this will work if every note id is unique within Acumatica. Or try CompanyID (this is the same field in both tables) +  noteid fields in the join.

HTH.

Thank you for sharing your solution with the community @adalvi !