See Customer Posting Group from Contacts?

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Posted on by RonaldUSA

Is it possible to view a Customer's Customer Posting Group or Customer Disc. Group from viewing all the contacts? Looking for a report or if this might have to be done in Power BI. I know I can go to the contact card and go to the related customer, but I need a list or bulk way to view all the contacts and what their Customer Posting Group is.

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Francisco Bedolla 1,119 on at

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RE: See Customer Posting Group from Contacts?

No, those fields resides in the customer table, you can extend the contact table adding lookup fields and the add the new fields in a new extension page for the contact list

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YUN ZHU 94,263 Super User 2025 Season 2 on at

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RE: See Customer Posting Group from Contacts?

Hi, As mentioned by Francisco, this has to be customized.

And the Contact and Customer tables are not directly related, you need to refer to an intermediate table Contact Business Relation (5054).

Hope this helps.

Thanks.

ZHU

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MahGah 15,529 on at

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RE: See Customer Posting Group from Contacts?

Hi

The other method is to publish page 5602 (Business Relation Contacts List), Page 5050 ( Contact Card), and Page 21 (Customer Card) as a web service and use Excel to create such a report. Or use as Power BI as you mentioned

archerpoint.com/.../

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RonaldUSA 5 on at

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RE: See Customer Posting Group from Contacts?

Thank you all!

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