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Business Account Owner invalid due to employee deactivate, cannot query in GI


variuxDavidE
Jr Varsity II
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I found a series of Business Accounts that were assigned to an Owner (employee) Lisa Short. This employee is now deactivated and these accounts throw an error when trying to generate sales orders via an Import Scenario or API call. However, I cannot figure out how to pull a GI of Business accounts associated to this Employee because the values do not pull any filtered results;

 

 

Best answer by ChandraM

Hi @variuxdavid @tsmith19 Here is the generic inquiry to answer the below question.

Please find the attached generic inquiry with the solution to your problem, and the below screenshot showing the results.

“However, I cannot figure out how to pull a GI of Business accounts associated to this Employee because the values do not pull any filtered results;”

 

Thanks

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3 replies

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  • Freshman I
  • 16 replies
  • October 10, 2023

@variuxdavid Did you have any luck resolving this? I have the same exact request and haven’t been able to figure this out. 


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  • Semi-Pro I
  • 714 replies
  • October 10, 2023

Hi @variuxdavid and @tsmith19 This is a generic inquiry with the joins of BAccount and the Contacts(Owner) tables.
Creating the Generic Inquiry. Will keep you posted.


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  • Semi-Pro I
  • 714 replies
  • Answer
  • October 10, 2023

Hi @variuxdavid @tsmith19 Here is the generic inquiry to answer the below question.

Please find the attached generic inquiry with the solution to your problem, and the below screenshot showing the results.

“However, I cannot figure out how to pull a GI of Business accounts associated to this Employee because the values do not pull any filtered results;”

 

Thanks


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