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Creating a generic inquiry from the relations tab of the opportunities screen

  • March 10, 2025
  • 1 reply
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Jr Varsity III
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Good day

 

I am creating a GI which will list all the lines and their columns from the relations tab for each opportunity record.

The following tables have been used for the GI: CRRelations, CR Contact, CR Opportunitiy, CR Leads, BAccount, So Sales Orders. 

I am having difficulty showing the status of each line, as this could come form a number of tables (i.e. sales order, leads, customer, etc.) I have tried using the ‘Target Type’ from the Relations table in an IF statement, but I don’t seem to be getting the name of the type ‘name’ correct.

Does anyone know how this can be achieved in possibly a simpler way?

Thank you.

Best answer by hkabiri

​@suemackeown13  Regarding the status, the status should be derived from each target type corresponding table. Like Sales Order SOOrder.Status and…

Below is the mapping for Target entity Table name and Value on CRRelation.TargetType.

Hope this helps your scenario.

BAccount = "PX.Objects.CR.BAccount";
Customer = "PX.Objects.AR.Customer";
Employee = "PX.Objects.CR.CREmployee";
Vendor = "PX.Objects.AP.Vendor";
Lead = "PX.Objects.CR.CRLead";
Contact = "PX.Objects.CR.Contact";
CROpportunity = "PX.Objects.CR.CROpportunity";
CRCase = "PX.Objects.CR.CRCase";
SOOrder = "PX.Objects.SO.SOOrder";
POOrder = "PX.Objects.PO.POOrder";
APInvoice = "PX.Objects.AP.APInvoice";
ARInvoice = "PX.Objects.AR.ARInvoice";
EPExpenseClaimDetails = "PX.Objects.EP.EPExpenseClaimDetails";
CRCampaign = "PX.Objects.CR.CRCampaign";
CRQuote = "PX.Objects.CR.CRQuote";

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hkabiri
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  • hkabiri
  • Acumatica Support Team
  • 215 replies
  • Answer
  • March 10, 2025

​@suemackeown13  Regarding the status, the status should be derived from each target type corresponding table. Like Sales Order SOOrder.Status and…

Below is the mapping for Target entity Table name and Value on CRRelation.TargetType.

Hope this helps your scenario.

BAccount = "PX.Objects.CR.BAccount";
Customer = "PX.Objects.AR.Customer";
Employee = "PX.Objects.CR.CREmployee";
Vendor = "PX.Objects.AP.Vendor";
Lead = "PX.Objects.CR.CRLead";
Contact = "PX.Objects.CR.Contact";
CROpportunity = "PX.Objects.CR.CROpportunity";
CRCase = "PX.Objects.CR.CRCase";
SOOrder = "PX.Objects.SO.SOOrder";
POOrder = "PX.Objects.PO.POOrder";
APInvoice = "PX.Objects.AP.APInvoice";
ARInvoice = "PX.Objects.AR.ARInvoice";
EPExpenseClaimDetails = "PX.Objects.EP.EPExpenseClaimDetails";
CRCampaign = "PX.Objects.CR.CRCampaign";
CRQuote = "PX.Objects.CR.CRQuote";

SAM KABIRI | L2 Support Engineer | hkabiri@acumatica.com | www.acumatica.com
Chris Hackett
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