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Questions Link Invoice to Ship To State

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Matt Tries to Do Things 6 years ago
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Rob Cushen
Posts: 24
 Rob Cushen
Topic starter
June 17, 2019 5:28 pm
(@robcushen)
Eminent Member
Joined: 5 years ago

Hi,

For reporting purposes, does anyone how how to best link a specific Invoice to the Ship To State (i.e., which tables to use)? 

Thanks,

Rob

 


6 Replies
Ryan Brown @xByte Hosting
Posts: 84
 Ryan Brown @xByte Hosting
June 17, 2019 11:01 pm
(@ryanxbyte)
Estimable Member
Joined: 5 years ago

I haven’t played around with 2019 R1, but I remember reading that it fixes an issue where the Invoice doesn’t link to shipping info.

In earlier versions, we had to link artran (SOOderNbr and SOOrderType) to soorder (orderNbr and orderType) and then soorder (shipaddressID) to  Soaddress (addressID)


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Rob Cushen
Posts: 24
 Rob Cushen
Topic starter
June 18, 2019 6:14 am
(@robcushen)
Eminent Member
Joined: 5 years ago

Thanks Ryan,  I linked the ARTran to SOOrderShipment (OrderNbr, OrderType, and ShipmentNumber), then linked SOOrderShipment to SOShipmentAddress (ShipAddressID to AddressID).  It appears to work.

My concern is that ShipmentType is part of the primary key to SOShipmentOrder.  The values in this column do not appear to match up with values in the ARTran.

Rob

 


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
July 16, 2019 1:44 am
(@timrodman)
Famed Member
Joined: 10 years ago

The Shipment table is funny because you don't need the Type to form a Primary Key. SOShipment.ShipmentNbr is all you need.

Prior to Acumatica 2019 R1, the Ship Address wasn't stored on the Invoice as Ryan pointed out.

For the Shipment on the Invoice Line, you can get from ARTran to SOShipment on ARTran.SOShipmentNbr=SOShipment.ShipmentNbr.

For the Shipment Address, you can get from SOShipment to SOAddress on SOShipment.ShipAddressID=SOAddress.AddressID.

In Acumatica 2019 R1, the Ship Address now gets stored on the Invoice in the ARInvoice.ShipAddressID field. That's especially helpful with Projects that were billed without a Shipment.


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Matt Tries to Do Things
 Matt Tries to Do Things
(@matt-tries-to-do-things)
Joined: 6 years ago

Member
Posts: 16
March 5, 2020 7:08 pm
Reply toTim RodmanTim Rodman

@timrodman

I've got a question very close to this one. I need to show Sales Orders sales numbers by State. Similar to what you mentioned, the unique address identifier is stored in SOOrder.ShipAddressID. I've gotten the much.

However, I imagine I need to then join the SOOrder table to the Address table in the inquiry. I'm failing to do so, and I'm not sure why. Any ideas?

1.jfif

2.jfif

 Or is there possibly a "Sales by State" out of the box report that I'm missing? Seems like it would be common.

 


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
March 5, 2020 11:37 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Looks good to me. It's not returning anything? Try SO.SOAddress if CR.Address isn't getting you anything.


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Matt Tries to Do Things
 Matt Tries to Do Things
(@matt-tries-to-do-things)
Joined: 6 years ago

Member
Posts: 16
March 6, 2020 11:05 am
Reply toTim RodmanTim Rodman
Posted by: @timrodman

Looks good to me. It's not returning anything? Try SO.SOAddress if CR.Address isn't getting you anything.

SOAddress was the answer. Still not certain why Address table wouldn't work with the same relation, but whatever. This works. I've got address data on the inquiry now.

3.jfif

 Thank you for the response!

 


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Tim Rodman reacted
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