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How to connect Tasks with Sales Order table for GI

  • October 28, 2022
  • 4 replies
  • 279 views
M
Semi-Pro II
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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

@mikeho , We have tied from an Invoice  to the Activity table using the NoteId to RefNoteID. 
The same with the AR Payment to Activity. 

 

 

4 replies

BenjaminCrisman
Acumatica Employee
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  • BenjaminCrisman
  • Acumatica Support Team
  • October 28, 2022

Hi @mikeho! The Activity data will be linked to the person who created it, so you’ll need to link CRActivity to Contact table first so you can get activities related to the person.

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 😂

Chris Hackett
M
Semi-Pro II
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  • michaelho
  • Author
  • Semi-Pro II
  • October 28, 2022

Hi @BenjaminCrisman! Currently I’m just working with the CRActivity table:

 

 

To this I’m looking to add the CustomerID and the CuryOrderTotal from the corresponding sales order.

Chris Hackett
wfilipiak67
Captain II
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  • wfilipiak67
  • Captain II
  • Answer
  • October 28, 2022

@mikeho , We have tied from an Invoice  to the Activity table using the NoteId to RefNoteID. 
The same with the AR Payment to Activity. 

 

 

Chris Hackett
M
Semi-Pro II
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  • michaelho
  • Author
  • Semi-Pro II
  • October 28, 2022

Thanks for the suggestion, @wfilipiak67! I tried this and it seems to have worked:

 

Chris Hackett
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