Skip to main content
Question

How to display only Subcontract records in a project report?


Forum|alt.badge.img+3

Hello Community,
I have been trying to create a report where I would like to display the below highlighted fields in my report:
 

 

And have the following relations established:
 

How can i put up the condition to only display the type=Subcontract and the description from the Subcontracts screen?
Thanks in advance.

Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • November 10, 2023

Hello @Harshita ,

Did you look at the Commitments generic inquiry in your Sales Demo tenant?  Please use the Commitments generic inquiry in your Sales Demo tenant as a model for how to build your report:

Laura


Forum|alt.badge.img+3
  • Captain II
  • November 12, 2023
Laura02 wrote:

Hello @Harshita ,

Did you look at the Commitments generic inquiry in your Sales Demo tenant?  Please use the Commitments generic inquiry in your Sales Demo tenant as a model for how to build your report:

Laura

Hello @Laura02 ,
I checked this out already, seems it is a Form-Tab screen that has been created to display inquiries.


Forum|alt.badge.img+3
  • Captain II
  • November 12, 2023
Laura02 wrote:

Hello @Harshita ,

Did you look at the Commitments generic inquiry in your Sales Demo tenant?  Please use the Commitments generic inquiry in your Sales Demo tenant as a model for how to build your report:

Laura

I tried to replicate the same in a GI, where I established the joins as follows:
 

 

I tried the Join Type = Cross but the result then displays the same subcontract number for all the records, even if the Projects doesn’t have any subcontracts created.
The Subcontracts GI has the Order Type = RS stated as a condition.

 

 


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • November 12, 2023

Hello,

Yes, you don’t want a cross join. I think Cross joins connect every record on the left table/DAC with every record on the right table/DAC. If you want to include All Projects in your report, whether they have Commitments or not, use Left join.  If the report should include only projects with commitments, use an Inner join. I think the fields of your join are correct.

Your original question was:

You have answered the first part of your question with your Order Type condition:

The next step is: open a Subcontract in Subcontracts screen, and click Customization → Inspect Element. Then Click on the Subcontract Description:

POOrder.OrderDesc field is the Subcontract Description.

Add POOrder.OrderDesc field to your report, for subcontract description. 

Laura


Forum|alt.badge.img+3
  • Captain II
  • November 12, 2023
Laura02 wrote:

Hello,

Yes, you don’t want a cross join. I think Cross joins connect every record on the left table/DAC with every record on the right table/DAC. If you want to include All Projects in your report, whether they have Commitments or not, use Left join.  If the report should include only projects with commitments, use an Inner join. I think the fields of your join are correct.

Your original question was:

You have answered the first part of your question with your Order Type condition:

The next step is: open a Subcontract in Subcontracts screen, and click Customization → Inspect Element. Then Click on the Subcontract Description:

POOrder.OrderDesc field is the Subcontract Description.

Add POOrder.OrderDesc field to your report, for subcontract description. 

Laura

Hello @Laura02 ,
Thank you for your prompt response. i already tried the above scenario in the report and also GI, but it doesn’t display any of the data after establishing the joins:
The primary table in both the Gi & report that’s being used is PMBudget.
GI:
 


The same empty result is getting displayed in the report 😕
Attaching the GI for your reference, if required​​​​​​


Forum|alt.badge.img+3
  • Captain II
  • November 17, 2023
Laura02 wrote:

Hello,

Yes, you don’t want a cross join. I think Cross joins connect every record on the left table/DAC with every record on the right table/DAC. If you want to include All Projects in your report, whether they have Commitments or not, use Left join.  If the report should include only projects with commitments, use an Inner join. I think the fields of your join are correct.

Your original question was:

You have answered the first part of your question with your Order Type condition:

The next step is: open a Subcontract in Subcontracts screen, and click Customization → Inspect Element. Then Click on the Subcontract Description:

POOrder.OrderDesc field is the Subcontract Description.

Add POOrder.OrderDesc field to your report, for subcontract description. 

Laura

Hello @Laura02 ,
whenever i am adding OrderType = RS in the report, it doesn’t display any of the records as it does in GI.


Chris Hackett
Community Manager
Forum|alt.badge.img
  • Acumatica Community Manager
  • December 18, 2023

Hi @Harshita were you able to find a solution? Thank you!


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