Generic Inquiry for Sales Order Opportunities, and Estimates

​@Jov29j - I’ve attached a GI (built in 24R2) you can play around with.  The SOLine DAC is where the Estimate Inventory ID lives, so I needed to use that as the parent table.  Linking SOOrder to CROpportunity was tricky, but it pulls in the corresponding Opportunity.  If you’re running on a different version, let me know and I’ll give you the tables/joins.  Have fun!

Hi ​@nickcerri32 Thanks for this, but as per our process flow when the cost engineers created the estimate and tagged it on the Opportunities the Sales Team will now pick a margin code (for the estimate cost to be multiplied on mark up %) and this is the time when we are now going to create sales order (note: not ticking the Convert Estimates) so the estimate id will not be reflected on the SOLine. What I did on my generic inquiry is SOOrder to CRRelation to CROpportunity to AMEstimate Reference to AMEstimate Item

My only problem on this is the GI is slowly loading because of the relations I did, is there better way around this