Greetings,
I am trying to work though something, but I am hitting a bit of a wall. This is the request of a client.
They have a simple AR tran inquiry but instead of pulling all the records, they only want to pull the most recent ar tran line per customer. It needs to be accurate for that line, so I can’t do any grouping since the values don’t generally fall within the min/max/average solutions.
Best answer by craig2
Hi
I’m struggling to find the post from I think
And on your Conditions, do this:
What you’re basically saying is “find me the invoice for each Customer that is not less than anything,” which is kind of a backwards way of saying the “last” of something.
From there, you can Join in your ARTran table to ARInvoice, and build out as normal.
Hope that helps!
Hey there! I know you said you can’t do any grouping, but I pulled the Ref Nbr., Customer ID, and Last Modification Date/Time fields from AR Tran into a GI and grouped on Customer ID. I then created a test Invoice and it looks like it does pull the most recent record. AR Tran is going to pull all detail lines in, but they won’t be able to edit them after releasing any way. Let me know if this gets you closer. What other considerations are there when displaying the data in the GI?
Hey there! I know you said you can’t do any grouping, but I pulled the Ref Nbr., Customer ID, and Last Modification Date/Time fields from AR Tran into a GI and grouped on Customer ID. I then created a test Invoice and it looks like it does pull the most recent record. AR Tran is going to pull all detail lines in, but they won’t be able to edit them after releasing any way. Let me know if this gets you closer. What other considerations are there when displaying the data in the GI?
I have found it isn’t consistent; the issue is they want the dollar value of the line and a formula they have associated with that line. That is why grouping isn’t an ideal solution. It gets them “most” of the way there but there as it is fixed data, but there are a couple fields that need to be accurate as decisions are made from that.
+3 Hi
I’m struggling to find the post from I think
And on your Conditions, do this:
What you’re basically saying is “find me the invoice for each Customer that is not less than anything,” which is kind of a backwards way of saying the “last” of something.
From there, you can Join in your ARTran table to ARInvoice, and build out as normal.
Hope that helps!
Hi
I’m struggling to find the post from I think
And on your Conditions, do this:
What you’re basically saying is “find me the invoice for each Customer that is not less than anything,” which is kind of a backwards way of saying the “last” of something.
From there, you can Join in your ARTran table to ARInvoice, and build out as normal.
Hope that helps!
Oh this may have some promise, I will try this out. In my testing, I was getting close to this didn’t come at it in this particular way.
+13I’m struggling to find the post from I think
How to get the last sales price and qty using GI?
I’ve used it several times 🙂
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