how to create a report to see history purchase by customer. i’d like to choose the customer and see all alternative id’s he bought. Maybe so and invoice can be included but main thing i’d like to see all alternative id’s per certain period of time.
Answer
GI report
Best answer by aaghaei
Hi
ARTran
ARInvoice
Customer
InventoryItem
INItemXRef
and they are joind as follows
ARTran.TranType = ARInvoice.DocType and ARTran.RefNbr = ARInvoice.RefNbr type Inner Join
ARInvoice.CustomerID = Customer.BAccountID Type Inner Join
ARTran.InventoryID = InventoryItem.InventoryID Inner Join
ARTran.InventoryID = INItemXRef.InventoryID (narrow to customer Customer.BAccountID = INItemXRef.BAccountID) Left Join
The alternate column is INItemXRef.AlternateID and you can add as many as parameter or filters or columns to the inquiry from the above tables
+10Hi
ARTran
ARInvoice
Customer
InventoryItem
INItemXRef
and they are joind as follows
ARTran.TranType = ARInvoice.DocType and ARTran.RefNbr = ARInvoice.RefNbr type Inner Join
ARInvoice.CustomerID = Customer.BAccountID Type Inner Join
ARTran.InventoryID = InventoryItem.InventoryID Inner Join
ARTran.InventoryID = INItemXRef.InventoryID (narrow to customer Customer.BAccountID = INItemXRef.BAccountID) Left Join
The alternate column is INItemXRef.AlternateID and you can add as many as parameter or filters or columns to the inquiry from the above tables
Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Hello, thank you very much for your help. Here is what i got which is not exactly what i wanted , Can you please help me to correct it? on the top customer id if I choose the name, nothing happens. I still can see all customers. and I’d like to add Sales invoice number and sales order number .
+10Happy it helped. In GI condition you will need to set the ARInvoice.CustomerID (or any column that you are selecting as parameter and its scheme) equal to Customer parameter. You can find a decent training course on Acumatica University for GI designing.
Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Hello, Thank you!!!. i think i got the info i needed but I have 2 more questions.
- I created 3 parameters but i can search only by one . How can i search by other 2?
- As you can see i have alot of blue links but I cannot open them by clicking. .I can open only customer id and inventory id. I need to open order number as well and location if its possible. how can i do it?
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