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Adding Fields to a GI

  • January 24, 2025
  • 5 replies
  • 129 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

 

Best answer by PeterNicholson

Just to chime in, I just added ARInvoice where

SOOrderShipment.invoiceType = ARInvoice.docType AND
SOOrderShipment.invoiceNbr = ARInvoice.refNbr

Then in the results, have ARInvoice.refNbr and ARInvoice.CuryUnpaidBalance.  I couldn’t see that ARTran was actually needed in the above answer

robk20

5 replies

DipakNilkanth
Pro III
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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
C
Freshman II
  • cwoodward
  • Author
  • Freshman II
  • January 27, 2025

Dipak,

Unfortunately I am getting this error after following your instructions.

 

DipakNilkanth
Pro III
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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
Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • April 24, 2025

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

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
PeterNicholson
Freshman II
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  • PeterNicholson
  • Freshman II
  • Answer
  • April 25, 2025

Just to chime in, I just added ARInvoice where

SOOrderShipment.invoiceType = ARInvoice.docType AND
SOOrderShipment.invoiceNbr = ARInvoice.refNbr

Then in the results, have ARInvoice.refNbr and ARInvoice.CuryUnpaidBalance.  I couldn’t see that ARTran was actually needed in the above answer

Chris Hackett
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