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Sort customers based on price classes?


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Hi all,

 

I am looking for a way to add the customer price class to the customer list view. I am trying to do this so I can sort the customers based on the price class and also to quickly see what customers have what price classes. I am trying to add fields to the generic inquiry, however I cannot seem to get it to work. Here is how I currently have the GI set up (I have tried all different join types)

And here is the result I am getting

Those are all the same customer. As you can see, it is just repeating the price classes for each customer.

I wouldn't mind using a report that would show this, however I cannot seem to find one. I do need to be able to export it to Excel.

Any help is appreciated!

 

 

Best answer by Kandy Beatty

HI @aidenwills15 

Try a different data field relation:

Here is what it then looks like:

 

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4 replies

Kandy Beatty
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  • Captain II
  • 2209 replies
  • Answer
  • March 30, 2023

HI @aidenwills15 

Try a different data field relation:

Here is what it then looks like:

 


Manikanta Dhulipudi
Captain II
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Hi @aidenwills15 

Please add a price class to customer location generic inquiry

Based on the location the GI will repeats the customer, add the customer GI with price class

Thanks


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  • Author
  • Jr Varsity II
  • 25 replies
  • March 30, 2023

@kandybeatty49 Perfect, that worked. Thank you!


Kandy Beatty
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  • Captain II
  • 2209 replies
  • March 30, 2023
aidenwills15 wrote:

@kandybeatty49 Perfect, that worked. Thank you!

Glad to have helped! 


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