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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Working back from Logi...
Finance | Project Operations, Human Resources, ...
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Working back from LogisticsElectronicAddress entry to matching Customer Account Number?

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Posted on by Ian Waring 436
I've been asked to do a Power BI report that lists outstanding customer invoice payments. I've done that, but the users are now asking me to annotate each invoice with a concatenated list of the email contacts we've sent each the invoice to.
 
I can see the business purposes (ElectronicAddressRoles containing /Inv/) and email type (Type = 2) records in the LogisticsElectronicAddress table.
 
Any ideas how do I map each record in the LogisicsElectronicAddress table back to the corresponding CustTable.AccountNum? I'm trying to do that in DAX - it looks like it's a step through:

CustTable.AccountNum in
CustTable.Party = DirPartyTable.RecID
DirPartyLocation.Party = DirPartyTable.RecID
DirPartyLocation.Location = LogisticsLocation.RecID
LogisticsElectronicAddress.Location = LogisticsLocation.RecID (where ElectronicAddressRole contains /Inv/ and Type = 2 (email))
 
If can get that far, I can do the rest of the contortionist gymnastics!
 
Any help or guidance greatly appreciated :-)
 
Ian W.
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  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,565 Moderator on at
    Hi Ian, Check if this SQL query helps you.
     
    select * from LOGISTICSELECTRONICADDRESS le
join LOGISTICSLOCATION ll
on ll.RECID = le.LOCATION
join DIRPARTYLOCATION dpl
on dpl.LOCATION = ll.RECID
join  DIRPARTYTABLE dp
on dp.RECID = dpl.PARTY
join CUSTTABLE ct
on ct.PARTY = dp.RECID
     
  • Verified answer
    GirishS Profile Picture
    GirishS 27,827 Moderator on at
    Hi Ian,
     
    You will be having Account num from CustTable right. Based on that you can build relation.
    You can link 'Party field from CustTable' to 'Party field from DirPartyLocation' table.
    You can refer to DirPartContactInfoView to get the contact details of the customer.
    Normally the table relation will be like below.
    CustTable.AccountNum == "US-001"
    CustTable.Party == DirPartyLocation.Party
    LogisticsElectronicAddress.Location == DirPartyLocation.Location
    LogisticsElectronicAddress.Type == 2
     
    Thanks,
    Girish S.
     
  • Ian Waring Profile Picture
    Ian Waring 436 on at
    Thank you (for some reason it didn't send me your replies - but all working now). Thank you!

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