GI with both default address and billing address?

Hi @jhouser! I checked the GI and it looks like it’s just not quite setup right, but should be quick fixes.

The Location table will link to Address to have the details for the shipping information and the Customer table will to Address table to get the billing information, so since you can’t join both of them to the same Address table, you’ll need to give one (or both) of them an Alias.

With this configuration I was able to see all the address necessary (there is also Customer Locations GI in sales demo)

Customer linked to Location on BAccountID = BAccountID

Location linked to Address on DefAddressID = AddressID

Location linked to Contact on DefContactID = ContactID

Customer linked to BillAddress (Address table alias) on DefBillAddressID = AddressID

@BenjaminCrisman Ah, so that’s what the Alias is for! This was extraordinarily helpful! This allows me to have both addresses on a single line to be used in a P&L GI. Thank you! 

Hello,

​@BenjaminCrisman:

Can you please help me with adding the customer billing contact (“attention”) and phone number to my GI? I’m having trouble joining the tables. Here are my screen shots:

Tables:

Relations:

Thank you in advance for any assistance!!

​@thoyt76 From what it looks like in your screenshot you have Customer table linked directly to Address table. You’ll want to link Customer to Location and then link Location to Address and Location to Contact as seen in my screenshot above. Then you can link Customer to an alias of the Address table.

Use the data links below the screenshot for how to connect these tables.

If you’re still having an issue then please upload the xml file so I can review it and help

Hello,

​@BenjaminCrisman 

Thank you for the information.

I followed the steps but am still having trouble.

Just to clarify, I don’t need the shipping addresses, just the billing one.

Thank you for your help.

​@thoyt76 You had linked to CRBillingAddress and should be using Address instead. Additionally, the data links specify to link CRBillingAddress as parent table and also CRBillingAddress to child table? This is incorrect type of join and you may want to review the Generic Inquiry training for better understanding on how to setup these types of relations and how to look for key linking fields.

In the meantime you can just link Customer to Address on DefBillAddressID = AddressID:

​@BenjaminCrisman 

Sorry for my confusion. Nothing I’m doing is working. :-(

It was still not giving me the “Attention” field info.

I did figure it out finally though. 

Your help is greatly appreciated!!

​@thoyt76 I’m glad you figured it out, the Attention field is not in Address table, so you’ll have to get this from the Contact table

​@BenjaminCrisman 

Thank you.