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Hi All, hoping someone can help me out. I posted awhile back in the Acumatica Community but wasn't able to get my problem resolved. I am needing to pull both the ARInvoice and PMRevenueTotal tables into the same GI as child tables with PMProject as the parent table. The issue I'm running into is that both of these tables want to use contractid equals projectid for the active relation which is causing the data pulling to multiply. Is there some other configuration I can use to get the data I need to pull accurately? I'm needing to be able to see the Contract Total, Total Amount Billed, and Open AR Balance (including unreleased retainage) side by side in the same GI. Any advice would be greatly appreciated. Thanks!
Please share the GI xml or screenshot.
@mnecaise you can trip zipping the xml up first to see if that lets you attach it.
Hi All, I got it figured out. In case anyone else needs to do this, I ended up clearing out all the tables and relations to start over. From the Tables tab I started with AR Invoice and added PMProject as a related table. Then from PMProject, I added PMProjectRevenueTotal as a related table. So far all my amounts seem to be pulling in the correct numbers. Doing it this way is only showing me projects that have invoices attached to them, verses all projects. However, this works for what I'm needing the GI for.
@mnecaise Apologies i could not look at your replies earlier. Was travelling. Great if rearranging tables and relations worked for you.
@pankaj-saluja No worries, I actually discovered since my last post, that it wasn't necessarily my tables and relations that were causing the problem as much as the grouping. I originally had the grouping based on PMProject.ContractCD, and because some projects have multiple invoices it looks like that is what was causing the contract amounts to multiply. After some additional troubleshooting, I changed the grouping to both PMProjectRevenueTotal.CuryRevisedAmount and ARInvoice.ProjectID. I'm definitely learning by trial and error.
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