Customer Attributes in Acumatica Report Designer relationship

Hi @jhoncandare04 ,

If you still don't see the fields where @nhatnghetinh describes, you may need to apply the Refresh function for the DAC in the Report Designer build schema.

Hope this helps!

Laura

An alternative and often more efficient way to use the Attribute value in formulas and filters is to use the CSAnswers table:

Join any table including customers to CSAnswers
NoteID to RefNoteID
=’LOCATION’ to AttributeID

To put a string or formula in the relationship field, select a field first on either side to create the row, then click on Parent Formula.  

When doing this with multiple Attributes or even 1, I’d recommend using the Child Alias column and naming it the Attribute name.  
 

Hi @jhoncandare04 

The system will create a field in the form AttributeID_Attributes into the Customer DAC. Please see the screenshots below.

 

 

 

 

 

 

 

Best Regards,

NNT

Thank you