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AR Aging Report: Sort by Customer Name vs Customer ID


How should we set up the Group/Sort Section to sort the report by Customer Account Name vs BAccountID?

I went into the Build Schema, Looked at Sorting and Grouping, and tried to change the groupCustomer to CustomerMaster.AcctName Ascending vs CustomerMaster.BAccountID but I get the wonderful “We’re Sorry!” error...

 

Edition: Construction

Version: 2022R2

Thank you for your help in advance

Best answer by pallikasharma11

Hello @SethB 

In Report Designer, click to open the Grouping Collection

Then open the Collection Editor for group4 

In the collection Editor for group4, click the ellipses at the end of the expression to open the expression editor.

In the expression editor switch out the AcctCD fields with the respective AcctName fields.

Once this is done, it may work, but like will need to check the next group under group4, groupCustomer, and switch out the AcctCD reference there also:

 

 

 

 

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8 replies

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  • Jr Varsity II
  • 37 replies
  • July 12, 2024

In order to use a field in sorting, you also need to use it in the report groupings.

I would find the group on the report that currently groups by BaccountID and add the AcctName field above that field in the grouping field selections. You can then add that same AcctName field to the sorting and it should display as needed. In Report Designer, the Groups and Sorting options are found on the right-hand context menu, under the “Data” section.


  • Author
  • Freshman I
  • 4 replies
  • July 15, 2024

Hi,  

I tried that and doesn’t work either.

 

Its seems like a simple thing to do, sort by account name vs Customer ID, but its turning out to be quite the challenge to get it.


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  • Jr Varsity II
  • 37 replies
  • July 16, 2024

What does the error message tell you when you select “Show Trace”? That would likely be useful information as to the specifics of the error message.

 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2679 replies
  • August 19, 2024

Hi @SethB were you able to find a solution? Thank you!


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  • Acumatica Employee
  • 45 replies
  • Answer
  • September 11, 2024

Hello @SethB 

In Report Designer, click to open the Grouping Collection

Then open the Collection Editor for group4 

In the collection Editor for group4, click the ellipses at the end of the expression to open the expression editor.

In the expression editor switch out the AcctCD fields with the respective AcctName fields.

Once this is done, it may work, but like will need to check the next group under group4, groupCustomer, and switch out the AcctCD reference there also:

 

 

 

 


  • Author
  • Freshman I
  • 4 replies
  • September 12, 2024

Our VAR figured it out, there was an issue with the report that was preventing this from working.   Once the other issue was resolved this solution worked.  


  • Freshman I
  • 1 reply
  • November 13, 2024

Can you please share what the other issue was?  I am also trying to sort by Customer name and having no luck.


  • Author
  • Freshman I
  • 4 replies
  • November 13, 2024

The error was caused by two groups having the same columns defined.  It was one of those If statements.  When I made them different the error went away. 

 

That was the reply I got from my VAR, in the “Grouping Collection” there is one that use the AcctCD already, and was causing the above solution to not work for us.  We had to change that to a differenct column and then the Sorting work as posted above.  

@janew77 


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