web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Unanswered

Link between smmActivities table and CustTrans table

(2) ShareShare
ReportReport
Posted on by 6
Hello,
 
I am attempting to build a report that shows smmactivities based on customer account and also based on invoice. 
 
I was able to connect the activity to the customer account by the following:
1. smmactivities.activitynumber > smmactivitiesparentlink.activitynumber
2. smmactivitiesparentlink.refrecid > custtable.recid
 
However, I am not able to find a link to the custtrans table. I have read forums that the state the SmmActivityParentLinkTable.RefRecId column is related to the CustTrans.recid column. However, this method does not pull the correct invoice into view.
 
Any help that you can provide is appreciated!
I have the same question (0)
  • GirishS Profile Picture
    27,827 Moderator on at
    Hi,
     
    Have you tried joining the tables like below.
    CustTrans
    CustTable
    SmmActivityParentLinkTable
    SmmActivities.
     
    Thanks,
    Girish S.
  • CN-16071711-0 Profile Picture
    6 on at
    Thanks for the reply.
     
    Yes, I have tried to find a connection but the only ones I can find are below. 
    1. smmactivities.activitynumber > smmactivitiesparentlink.activitynumber
    2. smmactivitiesparentlink.refrecid > custtable.recid
    3.custtable.accountnum > custtrans.accountnum (which does not tie it to the specific invoice, only the customer acccount number)
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 669 Super User 2025 Season 2

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 471 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 423 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans