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Question

Adding Fields to a GI

  • January 24, 2025
  • 3 replies
  • 63 views
C
Freshman II

I have a GI for shipment tracking report created and hoping to add Invoice Number & Unpaid balance.

Unfortuantely I cannot figure out how to get the field to populate due to the relations. “invoiceNbr” field cannot be used because the table to ARInvoice alias is not joined with other tables on the Relations tab.

The same applies for CuryUnpaidBalance.

Hoping I could get some guidance on how to operate the relations tab. I have tried to navigate through the DAC Schema but I am not getting the correct options.

 

Thanks

 

robk20
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  • robk20
    robk20

3 replies

Nilkanth Dipak
Semi-Pro II
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Hi ​@cwoodward , To display Invoice number and Unpaid balance , you need to add ARTran and ARInvoice tables in Tables tab of GI.

In Relations tab,
1. You need to join SOOrderShipment to ARTran using Order type and OrderNbr.

  • ARTran.SOOrderType = SOOrderShipment.OrderType AND ARTran.SOOrderNbr = SOOrderShipment.OrderNbr

2.Add one more join ARTran to ArInvoice using DocType and RefNbr.

  • ARInvoice.DocType = ARTran.TranType AND ARInvoice.RefNbr = ARTran.RefNbr

3)Add ARInvoice.RefNbr and ARInvoice.CuryUnpaidBalance to Results tab.
 

Hope, it helps!

Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
Chris Hackett
1 person likes this
  • Chris Hackett
    Chris Hackett
C
Freshman II
  • cwoodward
  • Author
  • Freshman II
  • 4 replies
  • January 27, 2025

Dipak,

Unfortunately I am getting this error after following your instructions.

 

Nilkanth Dipak
Semi-Pro II
Forum|alt.badge.img+10

Hi ​@cwoodward ,

Could you please share your GI XML file here.

 

Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
Naveen Boga
Chris Hackett
2 people like this
  • Naveen Boga
    Naveen Boga
  • Chris Hackett
    Chris Hackett

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