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Hello All,
I'm tasked with generating a report that consolidates Sales Order Transfers and Direct Purchases to branches, grouping transactions by branch. Unfortunately, the report designer lacks an option to perform a union all operation between the Sales Order and Purchase Order tables.
To address this limitation, I've created a Sub report. However, I'm facing a challenge in transferring Sub report values to the main report with applying branch filters. My goal is to retrieve values from the Sub report, incorporate them into the main report, and perform addition on both sets of values.
Could someone please provide guidance or suggest an alternative approach to achieve the desired outcome? Your assistance would be greatly appreciated.
Thanks,
Krupa
You could create a SQL View that does the UNION.
@tim Can you elaborate on creating a SQL View that does the UNION from within a Generic Inquiry? We're currently struggling with a report that uses numbers both from Purchase Order and Sales Orders. The aggregations don't work. I tried to follow your Wyatt ERP Videos, but not grasping how we could extend that into various reports (having them summed together isn't helpful for us).
@lthalmann have you run through this? acuCONNECT 2023 - Acumatica SQL View Examples with Generic Inquiries (augforums.com) i found it very useful for generic enquiries which should extend to reports.
@matthewjames Yes, Tim did point that out to us and we're giving it a shot. Thanks!