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How to Filter SOOrder.CustomerID for Specific ID's starting with 'N' and 'A'

  • January 25, 2023
  • 4 replies
  • 79 views
P
Freshman I

Hi

I need help to filter the customer ID for this report field to specifically only return Sales Order details for all ID’s starting with ‘N’ and ‘A’. Eg. N ALLE, A ME73

Report is a standard Sales Order Details by Inventory Item used in MYOB Advanced. Screen shot attached.

The field is =[SOOrder.CustomerID], so it needs to return results just for =[SOOrder.CustomerID] = ‘N’ and =[SOOrder.CustomerID] = ‘A’.

Could you please advise the correct logical script to use.

Thanks in advance!

 

 

Best answer by BenjaminCrisman

Hi @pallanson! As @aaghaei mentioned you can create a filter on the report which will limit the customers which can populate in the report, but you will need to change this filter each time you want to run for a different customer name, or letter, so it might not be as convenient.

In the report the section where the Customer data populates is in the Detail section (renamed groupDetails):

So this means that you can filter the data in the report printing screen instead:

Have you already tried this?

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    4 replies

    aaghaei
    Captain II
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    • aaghaei
    • Captain II
    • January 25, 2023

    You can use a simple IIf combined with Left(YourField, 1)=‘N’ or Left(YourField, 1)=‘A’

    like,

    =IIf(Left(YourField, 1)=‘A’, True, IIf(Left(YourField, 1)=‘N’, True, False))

    Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
    BenjaminCrisman
    Chris Hackett
    P
    BenjaminCrisman
    Acumatica Employee
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    • BenjaminCrisman
    • Acumatica Support Team
    • Answer
    • January 25, 2023

    Hi @pallanson! As @aaghaei mentioned you can create a filter on the report which will limit the customers which can populate in the report, but you will need to change this filter each time you want to run for a different customer name, or letter, so it might not be as convenient.

    In the report the section where the Customer data populates is in the Detail section (renamed groupDetails):

    So this means that you can filter the data in the report printing screen instead:

    Have you already tried this?

    Chris Hackett
    P
    P
    Freshman I
    • pallanson
    • Author
    • Freshman I
    • January 30, 2023

    HI aaghaei,

    I tried inputting the function suggested and get the attached error.

    Could you please check?

    thanks

    1 Attachments
    aaghaei
    Captain II
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    • aaghaei
    • Captain II
    • January 30, 2023

    I wouldn’t expect you just copy and paste without fixing the pieces for example “YourField”

    also you should be using in your schema filter not sure where you inserting it

    Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
    Chris Hackett
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