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Display Projects in progress Summary with the Project Balances with conditions where Project has Purchase order and Transcations

  • June 11, 2025
  • 2 replies
  • 36 views
S
Freshman II
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Hi,

I am trying to create a Gi where I need Projects in progress with Project Balance. Condition is Projects that has purchase orders and Project Transactions. I dont want to diaplay Purchase Orders or Project transactions under the project. When I inner join PMProject.ContractId and POline.ProjectId and PMtran.ProjectId I am getting duplicate records and the Project Balance are summimg up based on number of POs and transactions. Please help to find a condition similar to SQl query > Select PMProject.ContractId, PMProject.Description , PMTaskTotal.CurryIncome, PMTaskTotal.CurryExpense Where PMProject.ContractId in (Select ProjectId from POLine) and PMProject.ContractId in (Select ProjectId from PMtrans)….

 

Thanks

SR

Best answer by SujaFMS

Hi All,

 

I figured out the solution. I removed POline and PMtran from main GI and created a separate GI (sub GI) for Projects in progress that has Purchase Orders (POLine) and transactions (PMtran) and added the sub Gi in the main GI. In the main GI with the sub GI, I added the Projects in progress and project balances from (PMTaskTotal) for the project. In Grouping tab, I added PMProject.Contractcd. In Results Grid Aggregate function has been applied to Actual Income, Actual Expense and Margin.

Thanks,

SR

 

    2 replies

    S
    Freshman II
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    • SujaFMS
    • Author
    • Freshman II
    • Answer
    • June 16, 2025

    Hi All,

     

    I figured out the solution. I removed POline and PMtran from main GI and created a separate GI (sub GI) for Projects in progress that has Purchase Orders (POLine) and transactions (PMtran) and added the sub Gi in the main GI. In the main GI with the sub GI, I added the Projects in progress and project balances from (PMTaskTotal) for the project. In Grouping tab, I added PMProject.Contractcd. In Results Grid Aggregate function has been applied to Actual Income, Actual Expense and Margin.

    Thanks,

    SR

     

    Chris Hackett
    Chris Hackett
    Community Manager
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    • Chris Hackett
    • Acumatica Community Manager
    • June 16, 2025

    Thank you for sharing your solution with the community ​@SujaFMS!

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