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Question

Original Order Number

  • August 12, 2026
  • 3 replies
  • 20 views

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I just created this KPI, and I’m trying to pull the OrigOrdeNbr to know the Original Owner. NOT the new owner

All the records are pulling the OrderNbr Owner.

Like the records below its showing 2 different Owners

I need help in finding out how to get to the OrigOrderNbr Owners.

3 replies

Naveen Boga
Captain II
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  • Captain II
  • August 12, 2026

@SandyA  When a Sales Order is re-assigned or replaced, Acumatica stores the reference to the original order in the OrigOrderNbr and OrigOrderType fields on the current SOOrder record. However, the OwnerID on the current order reflects the new/current owner  not the original owner. To retrieve the original owner, we must join back to the original SOOrder record using these reference fields.

 

Solution: Add a Self-Join to SOOrder in the Generic Inquiry 

Parent Table:   SOOrder        (the current/new order)
Child Table:     SOOrder    (the original order)
Join Type:      Left Join

Link Conditions:
  Parent Field: OrigOrderNbr  →  Child Field: OrderNbr
  Parent Field: OrigOrderType →  Child Field: OrderType

 

The Left Join ensures that orders without an original order reference are still included in the results.

 

Hope this helps!


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  • Author
  • Freshman II
  • August 12, 2026

@Naveen Boga for some reason it did not work. it kept on pull the same results


Naveen Boga
Captain II
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  • Captain II
  • August 12, 2026

@SandyA  Can you please share the XML format of the GI here.