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How to link company to company groups in a Generic Inquiry

  • September 25, 2024
  • 2 replies
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I am running a GI which shows all GL Transactions from a particular ledger. These branches belong to one of three company groups. I need to be able to show the company group for each branch on the line on the GI.

Is there a way in which one can link the branch to the organisation company groups? Many of the ‘related’ tables are hidden.

Any suggestion would be appreciated.

 

Thank you.

Best answer by chameera71

To link a branch to its company group in a GI, you can create joins with tables that aren’t immediately visible in the interface but are accessible. Start by ensuring your GI includes the Branch table, which holds the branch details. Then, you can link Branch.BAccountID to the BAccount or Organization tables to pull in company group information. Once you create the necessary joins, add the company group field to the GI results. If the tables you need aren’t visible, you might need to adjust the data access or use a small customization.

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2 replies

chameera71
Varsity I
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  • Varsity I
  • 56 replies
  • Answer
  • September 27, 2024

To link a branch to its company group in a GI, you can create joins with tables that aren’t immediately visible in the interface but are accessible. Start by ensuring your GI includes the Branch table, which holds the branch details. Then, you can link Branch.BAccountID to the BAccount or Organization tables to pull in company group information. Once you create the necessary joins, add the company group field to the GI results. If the tables you need aren’t visible, you might need to adjust the data access or use a small customization.


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  • Author
  • Jr Varsity III
  • 39 replies
  • November 19, 2024

Thank you, we will need to use a customization.


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