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Acumatica Report Designer - how to display the Purchase Order along with the last person who approved it?

  • March 8, 2025
  • 2 replies
  • 76 views
R
Freshman II
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I need to display Purchase Order approved and the last person who approved the PO.

In a GI or SQL it is simple to return the data for this as an Aggregated value Max on the ApproveDate.

 

The table relationships: EPApproval Table and link it to POOrder using RefNoteID = POOrder.NoteID.

How can this be achieved on the Report designer? Where will the Filter be applied?

Retha

Best answer by ricoybanez

​@rethavanalphen11 

Hi, try using this on the condition:

=MAX([EPApproval.ApprovedDate])

2 replies

ricoybanez
Jr Varsity III
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  • ricoybanez
  • Jr Varsity III
  • Answer
  • March 10, 2025

​@rethavanalphen11 

Hi, try using this on the condition:

=MAX([EPApproval.ApprovedDate])

Rico P. Ybanez
Chris Hackett
A
Jr Varsity I
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  • Ankita Tayana
  • Jr Varsity I
  • March 10, 2025

Hi @rethavanalphen11,

 

  1. 1. Add the POOrder and EPApproval table and join them on POOrder.NoteID = EPApproval.RefNoteID.
  2. Group by POOrder.OrderNbr.
  3. Get the Latest Approval Date:In the Sorting and Grouping section of the Report Designer, sort EPApproval.ApproveDate in descending order.
  4. Add EPApproval.ApproveDate and EPApproval.ApprovedByID to the report layout.

Hope, it helps!

Chris Hackett
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