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Our site is importing invoices from another system into GP Dynamics so the SOP tables are not being populated. However all customer information is in GP so I would think linking the sales totals to a customer file would be straight forward but I'm having trouble finding where I should be linking this information together.
I would love to be able to tie all customer file info to the corresponding invoice (sales) for aggregate reporting. I've tried tinkering with the Originating Master info but it is not complete enough to get detailed customer file info like city, ship-to or state.
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Excellent! Thanks for your help!
If the customer info is stored in GP you should then be able to join on ORMSTRID and the CUSTNMBR field from RM00101 (or RM00103 if needing the customer address table).
Here's a sample query I put together that is just taking in to account credit amounts (obviously this would need to be fleshed out more)
SELECT TOP 100 cust.STATE,SUM(CRDTAMNT) AS [Sales], PERIODID FROM GL20000 gl
LEFT JOIN RM00101 cust
ON gl.ORMSTRID = cust.CUSTNMBR
WHERE SOURCDOC = 'SJ'
GROUP BY cust.state,gl.PERIODID
ORDER BY cust.STATE, PERIODID
Yes Originating Master ID is the populated item.
In Smart Connect, it would be the Destination Group and Node Type that would specify the module and transaction type that it is being imported in to. If it is just Financial, the Originating Master ID is typically what would tie to the customer ID. Is that being populated by the integration?
That's a good question. We are using Smart Connect to import the invoices. Where would I look to see the destination module?
If I had to guess it appears this is being imported in the Financial Module.
What module are you importing the invoices in to?
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