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


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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  • Captain II
  • 1205 replies
  • 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))


BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • 729 replies
  • 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?


  • Author
  • Freshman I
  • 1 reply
  • January 30, 2023

HI aaghaei,

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

Could you please check?

thanks


aaghaei
Captain II
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  • Captain II
  • 1205 replies
  • 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


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