Does anyone know how to add the customer class to the GL TB SSRS Report?
Got this strange request and I am stumped.
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Does anyone know how to add the customer class to the GL TB SSRS Report?
Got this strange request and I am stumped.
*This post is locked for comments
Thanks Mariano,
I just needed to trim.
Yes, confirm that you have created a data set and that your field names match your situatiton, my formula above is JUST AN EXAMPLE!
Hi Mariano,
This didn't work. Am I supposed to do something else before I put in the formula?
=Lookup(Fields!OriginatingMasterId.Value, Fields!CUSTNMBR.Value, Fields!CUSCLAS.Value, "dsCustomer")
Hi Mariano,
Can you advise the formula to use for Option 2?
There are 2 ways to address this request:
1. You can modify the seeglPrintSRSTrialBalance stored procedure in your company database (all company databases for that matter) to alter the query to link the originating master ID column with the RM00101 customer master table. You will then retrieve the CUSTCLAS column for the customer class; or
2. You can add a new data set to the report using the company data source. This data set will implement the following (text) query:
select CUSTNMBR, CUSTCLAS from RM00101
You can then create a formula field to retrieve the correct CUSTCLAS value based on the relationship between the OriginatingMasterID and CUSTNMBR from the data set.
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