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Tim Rodman
Has anyone been successful in adding the tracking information from the boxes tab of a shipment to the SO invoice form and if so how did you map the fields?
Hello nheuer!
I've edited mine extensively, but let's assume you've included the SOOrder table in your joins on the invoice report and start from there, so we don't bloat this post:
Additional Table Join #1:
SOOrder LeftJoin SOOrderShipment
Relations:
OrderNbr
OrderType (prevents collisions should you have two types with identical numbering schemes)
Additional Table Join #2:
SOOrderShipment LeftJoin SOPackageDetail
Relations:
ShipmentNbr
From here, you should have access to all your line level items shown under: Shipments -> Packages. If this is not what you needed, let me know and I'll try to dig around a bit more for you. This unlocks fields such as: SOPackageDetail.TrackNumber and SOPackageDetail.CustomRefNbr1.
I ran these joins in a Generic Inquiry as a test (we don't use the packages tab in my company). If for some reason the report writer won't accept the logic above, I'll edit my invoices report directly and send you screen shots, just let me know if anything is amiss.
I added the table:
SOOrderShipment LeftJoin SOPackageDetail
I am getting the fields I want, but it duplicates the line item multiple times. Does this have something to do with the field relationship settings?
So I made some progress by adding
- SOShipment - Left Join - SOPackageDetail
- Parent Field - ShipmentNbr
- Link Condition - Equal
- Chil Field - ShipmentNbr
But now, it repeats lines based on how many packages there were in the shipment.
In the attached test example, there were (4) packages.
Just make sure you do it as a Subreport since there could easily be more than one Package for a given Shipment.
I need to do the same with both the Invoice and the Shipment Notification. Were you able to develop the sub report and if so, could you attach your SO Invoice and the sub report?
If it is helpful for anyone, I successfully made a subreport showing package tracking numbers. I used this subreport on the Shipment Confirmation Report SO642000
1) Create a SubReport
2) Add SOPackageDetail table
3) Add Parameters
- ShipmentNbr
4) Add Filters
- SOPackageDetail.ShipmentNbr = @ShipmentNbr
5) Add Detail Section & Header
Format it to the size you want to display on your main report.
5) Add to Main Report (My example is Shipment Confirmation SO642000)
6) Add Report Name
7) Add Parameters
Now, if anyone knows how to format the tracking numbers to:
"Tracking1, Tracking2, Tracking3, etc."
Instead of:
"Tracking 1
Tracking 2
Tracking 3
etc"
Please let me know!
You have to wonder why Acumatica has not included this in the main form . With a check mark in Sales Preference area to allow users to use the feature out of the box.
One to many relationship.
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