I’m trying to create a GI that includes task data (type, status, summary, start date, due date, etc.) along with information from the related entity; in this case, related sales orders (order total, customer ID, etc.). Anyone have any suggestions how to go about connecting these two tables? I tried to “Add Related Table” but the SOOrder table wasn’t an option:
Best answer by wfilipiak67
The same with the AR Payment to Activity.
+4Hi
Is this for task details appearing on the grid of the sales order? If so then you’ll probably need to go SOOrder to SOLine to PMTask or PMTimeActivity, something like this maybe.
Can you show which details you’re looking to link to? I’m a visual kind of person and so I can accidentally branch into unnecessary rabbit holes in my head if I don’t know specifics 😂
Hi
To this I’m looking to add the CustomerID and the CuryOrderTotal from the corresponding sales order.
+3
The same with the AR Payment to Activity.
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