Hello,
Currently attempting to create an aging GI by Salesperson, summarized by customer. Ran into issues with the group by trying to do this from a generic inquiry so I created a view\DAC to hold my data. This all works good, but the next thing I need to be able to do is update either customer notes or sales order notes for this customer. This is possible until I add my custom view that as the aging columns. Once that is added, it shows the notebook like its populated, but clicking on that comes up with a blank note and doesn’t save when entering text.
Highlighted is the custom DAC:
Results Grid:
Columns showing notes, but when clicked it comes up with a blank note:
Attached the SQL view as well. Any ideas or is using the custom view\DAC a lost cause?