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GI with all Customers with Mailing Setting = STATEMENT

  • 5 September 2024
  • 2 replies
  • 49 views

annaxborisova
Freshman II

We want to list all customers with Mailing ID “STATEMENT” and associated report ID. However, the GI only shows about 35% of the customers.

How can we ensure it includes ALL our customers with the “STATEMENT” mailing setting?

Here is a screenshot of my current GI setup.

Thanks for your help!

Best answer by andriitkachenko

That’s because not all of them actually exist.

I looked into my instance, and my DB shows only 2 NotificationSource records for Customer SourceCD - STATEMENTS and STATEMENTSMC. Both those records didn’t have a refNoteID. That means for some of your customers, only default setup exist, which aren’t stored as a separate entities.

You’d need to add second join, which will add NotificationSource records with SourceCD=”Customer” and RefNoteID is null.

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2 replies

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  • Jr Varsity I
  • 19 replies
  • September 13, 2024

Hey Anna,
Can we see the Results page or a copy of the XML.


andriitkachenko
Jr Varsity I
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  • Jr Varsity I
  • 106 replies
  • Answer
  • September 13, 2024

That’s because not all of them actually exist.

I looked into my instance, and my DB shows only 2 NotificationSource records for Customer SourceCD - STATEMENTS and STATEMENTSMC. Both those records didn’t have a refNoteID. That means for some of your customers, only default setup exist, which aren’t stored as a separate entities.

You’d need to add second join, which will add NotificationSource records with SourceCD=”Customer” and RefNoteID is null.


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