Joining Employee table with Opportunity Table?

  • 15 September 2022
  • 2 replies

Userlevel 5

My team is trying to create a report for budget to actuals by salesperson.


We have created an attribute associated with the employee class called Sales Budget and entered in the amounts for each of our salespeople. Each of our salespeople are Owners of their respective Opportunities.


We are attempting to join the EPEmployee/CREmployee table with the CROpportunity table in order to create a GI that shows Salesperson, Budget and then sums their actual sales for the period. 


Has anyone been able to join the employee object with the opportunity object through the Owner field (or otherwise)?


Any ideas would be appreciated.  



Best answer by BenjaminCrisman 15 September 2022, 22:31

View original

2 replies

Userlevel 7
Badge +4

Hi @jwarren ! For this issue have you tried joining CROpportunity to EPEmployee on OwnerID = DefContatID?


Userlevel 5

Just what I was looking for - thanks!


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved