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Questions Trying to create GI that shows where SOLine.BranchId does not equal SOOrder.BranchId

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Tim Rodman 2 years ago
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Lorne W.
Posts: 25
 Lorne W.
Topic starter
September 1, 2022 4:23 pm
(@lweinstein)
Eminent Member
Joined: 3 years ago

I have created a version of the Sales Orders GI that provides SOLine level data

On the SO Line it shows Branch ID (SOLine.BranchID)

On the Financial Tab in the order there is Branch (SOOrder.BranchID)

I need to create a report that shows where the SOOrder.Branch ID is not the same as the SOLine.BranchID

Does anyone have any suggestions?


1 Reply
Tim Rodman
Posts: 3193
 Tim Rodman
Admin
October 13, 2023 9:38 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Hi Lorne,

Going through old posts here. You probably figured this out already, but here's a way to get what you're looking for with a Generic Inquiry.

 

Add both SOLine and SOOrder to the Generic Inquiry like this:

image

 

You can then add a formula column like this:

=IIf([SOOrder.BranchID]<>[SOLine.BranchID],'Branch Mismatch','Branches Match')
image

 

Finally, add a filter to the Generic Inquiry like this to catch only the mismatches:

image

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