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Hi!
I am looking to update an existing GI built for Opportunities where the connected sales order number was displaying using CROpportunity.orderNbr field. When the screen was updated to use quotes, this field was removed and a tab with Sale Order grid was added.
Has anyone used the new fields in a GI or report and know the relation Acumatica is using?
Thank you,
Shaun
The ORDERS tab of the Opportunities (CR304000) screen makes it seem that there can be multiple Sales Orders for an Opportunity so I don't think it can be a field. I think it needs to be a table.
There's a CRRelation table that could probably be used to join the Opportunities and Sales Orders together. CRRelation.TargetNoteID looks like the Opportunity ID and CRRelation.RefNoteID looks like something you can join to SOOrder.NoteID to get the Sales Order ID.
Hi Tim,
Thank you for responding to my post. Your suggestion worked to display the order number.
Thank you,
Shaun
🙂
I just tried adding these two joins to the Opportunities (CR3040PL) generic inquiry in Acumatica 2020 R1 and it seemed to work:
CROpportunity.NoteID -> CRRelation.DocNoteID
CRRelation.RefNoteID -> SOOrder.NoteID
This was very helpful. Is there a way to join CROpportunityProducts to ARTran?
All I want to say about this is THANK YOU. I have been trying to do a similar link from quote to converted sales order. This got me there!