@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!