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How to connect forms

  • 13 November 2023
  • 6 replies
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R
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Hi,

 

I want to create a report in Payments and Application form.

when I create a record in invoices form, A record will automatically create in Applications history tab in the Payments and Applications form. 

how can I make the relationship in the Report Designer to connect Invoices form and this record to the Payments and Applications form to fetch the data in the invoice form?

 

I want to create a Report in the Payments and Applications form to get inventoryID, Desc from ARTan.

Thanks.

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Best answer by manikantad18 13 November 2023, 11:29

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manikantad18
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Hi @RManathungage94 

Below attached Generic inquiry gives you the details on the relations to initate the reportd design

 

Acumatica Functional Consultant
Laura02
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Hello,

In addition to Manikanta’s answer above, the relationship between Billing documents and AR Payments is found in ARAdjust table. To show invoices and payment details in the same GI or report, we join from ARInvoice (on Ref Number & Type) to ARAdjust (onAdjusted Reference Number and type), then from ARAdjust (on Adjusting Reference Number and Type) to ARPayment (on Ref Number and Type).

It’s very similar in AP when joining AP Bill to AP Check.

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
R
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Thanks very much for the help @manikantad18 and @Laura02.
So if i join ARTran to ARInvoice, should I be able to display [ARTran.InventoryID] ?

manikantad18
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Hi @RManathungage94 Please find the relations

 

Acumatica Functional Consultant
R
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Thank you @manikantad18. I will try this.

K
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Thank you @manikantad18. I will try this.

Hi @RManathungage94 ,

Can you share the Generic Inquiry template here? 

Thanks

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