Opportunity Screen - Relation to Sales Order Number - Acumatica Generic Inquiries & Pivot Tables

RE: Opportunity Screen - Relation to Sales Order Number

Debbie Reed — Wed, 06 Mar 2024 23:34:03 +0000

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!

RE: Opportunity Screen - Relation to Sales Order Number

Wyatt.ERP — Mon, 04 Jan 2021 14:01:49 +0000

@drustorm21 @timrodman I am seconding this. I've done a lot of looking, but Acumatica as of 2020R1 doesn't keep that link. In the end, I'm going to write a custom action that will keep this link alive. We have a use case where, with certain Custom items, items are split off of an opportunity into multiple sales orders. Letting the users pick some items to make an order with, and then come back and pick the rest later will make that process streamlined. Also eventually, the way we handle our commissions wants to know this information too.

RE: Opportunity Screen - Relation to Sales Order Number

Tim Rodman — Sat, 02 Jan 2021 08:11:15 +0000

@drustorm21 I just tried looking for a relationship between the Opportunity Lines and the Sales Order Lines, but I can't fine one. It seems to only be between the Opportunity and the Sales Order, not the Sales Order Lines. I would think it would be the same thing for Invoice Lines (ARTran).

RE: Opportunity Screen - Relation to Sales Order Number

drustorm21 — Tue, 20 Oct 2020 23:58:16 +0000

This was very helpful. Is there a way to join CROpportunityProducts to ARTran?

RE: Opportunity Screen - Relation to Sales Order Number

Scott Dunstan — Tue, 14 Apr 2020 05:53:42 +0000

@timrodman Hi Tim. You beauty!
That's working for me too now I've found my problem;
I was using the CROpportunity.OpportuntiyID, not the CROpportunity.noteID. D'oh!
I have no idea how I got it muddled.

Appreciate the quick response. Still getting my head around the backend of this beastie.
Thanks again. Scotty.

RE: Opportunity Screen - Relation to Sales Order Number

Tim Rodman — Tue, 14 Apr 2020 05:07:25 +0000

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

1506 1507

RE: Opportunity Screen - Relation to Sales Order Number

Scott Dunstan — Tue, 14 Apr 2020 04:37:11 +0000

@shaunz Hi Shaun. Do you mind elaborating on the joins that you used?
Tim's post has put me in the ballpark but I'm obviously missing something.
All solutions are welcome.
Cheers, Scott.

RE: Opportunity Screen - Relation to Sales Order Number

Tim Rodman — Sat, 25 May 2019 03:10:28 +0000

RE: Opportunity Screen - Relation to Sales Order Number

Alex Agüero León — Fri, 10 May 2019 22:27:53 +0000

Is there a possibility to see how you did the joins? I'm having trouble joining these three tables.

Nevermind, I already found a way. I was using the OpportunityID and not the NoteID of the Opportunity, silly mistake.

Thanks anyways for bringing the CRRelation route.

@timrodman you're my hero.

RE: Opportunity Screen - Relation to Sales Order Number

Shaun Zaleski — Tue, 30 Apr 2019 12:08:32 +0000

Hi Tim,

Thank you for responding to my post. Your suggestion worked to display the order number.

Thank you,

Shaun