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Linking Company/Branch information to GLTran or ARTran

Forum|Forum|7 days ago
September 23, 2026
5 replies
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MarkD
Varsity III

Hi, I’ve created a custom GI to link GLTran table to ARInvoice table. In the GI, I want the branch/company details such as address, ABN, email, etc.

The relations I did was to link ARInvoice to Branch, Branch to OrganizationBAccount > OrganizationBAccount to Address and Contact tables, but returns nothing in the GI. I’ve attached the GI I created, can you please help identify what I’m missing here? I’ve done it this way before, but this specific GI isn’t showing the details I need. Thanks for your help!

Best answer by Dipak Nilkanth

Hi @MarkD,

I replaced OrganizationBAccount with BAccount in your GI, as BAccount is the base DAC for OrganizationBAccount , which is a projection DAC. After making this change, the GI started working as expected and displaying Address, City, State , Email etc.

I have also updated the GI file accordingly.

+13

nhatnghetinh
Captain II
Forum|Forum|7 days ago
September 23, 2026

Hi @MarkD

I tried removing the filtering conditions based on GLTran.BranchID, and the results now display the data.

Best Regards,

NNT

I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong

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+14

Dipak Nilkanth
Pro III
Answer
Forum|Forum|7 days ago
September 23, 2026

Hi @MarkD,

I replaced OrganizationBAccount with BAccount in your GI, as BAccount is the base DAC for OrganizationBAccount , which is a projection DAC. After making this change, the GI started working as expected and displaying Address, City, State , Email etc.

I have also updated the GI file accordingly.

Company Details.xml

Dipak Nilkanth || 2X MVP @2025 & 2026 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer

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M

MarkD
Author
Varsity III
Forum|Forum|6 days ago
September 24, 2026

Thanks @Dipak Nilkanth, that works. How do I include AP transactions as well? The goal is to get AP expense account and AR income account with their debits and credits along with their company details. I’ve tried adding the APInvoice table just like how AR is, but it doesn’t work. I need to keep the same GI, but include AP expense accounts as well. Many thanks!