Skip to main content
Solved

How to connect forms


Forum|alt.badge.img

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.

Best answer by Manikanta Dhulipudi

Hi @RManathungage94 

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

 

View original
Did this topic help you find an answer to your question?

6 replies

Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+13

Hi @RManathungage94 

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

 


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3135 replies
  • November 13, 2023

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


Forum|alt.badge.img

Thanks very much for the help @manikantad18 and @Laura02.
So if i join ARTran to ARInvoice, should I be able to display [ARTran.InventoryID] ?


Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+13

Hi @RManathungage94 Please find the relations

 


Forum|alt.badge.img

Thank you @manikantad18. I will try this.


  • Freshman I
  • 4 replies
  • March 21, 2024
RManathungage94 wrote:

Thank you @manikantad18. I will try this.

Hi @RManathungage94 ,

Can you share the Generic Inquiry template here? 

Thanks


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings