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How to connect Tasks with Sales Order table for GI

  • 28 October 2022
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Userlevel 5
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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:

 

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Best answer by wfilipiak67 28 October 2022, 21:16

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Userlevel 7
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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 😂

Userlevel 5
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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.

Userlevel 5
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@mikeho , We have tied from an Invoice  to the Activity table using the NoteId to RefNoteID. 
The same with the AR Payment to Activity. 

 

 

Userlevel 5
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Thanks for the suggestion, @wfilipiak67! I tried this and it seems to have worked:

 

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