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I would like to create a query in the development environment which will show of GL Transactions for all Income accounts and the related customer name for each transaction. Can somebody advise which tables I would need to link?
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You can check Source Type as Customer and then as suggested by other members as well consider Source No. to fetch Name from Customer (ID - 18) Table.
Better way, you can just create a new FlowField and provide CalcFormula as:
Lookup(Customer.Name WHERE (No.=FIELD(Source No.)));
-Yogesh Kulkarni
Please verify, if you find answer helpful.
Thanks Amol, I needed the info to use Source No as the link to the Customer table. Still new to this system and learning new things everyday. Cheers, Sergei
As Amol correctly advised, G/L Entry table by default contains Source No. field which would represent customer code in the sales transaction. If you would like to get customer name, you can either add a new field to G/L Entry table and make it a flowfield by Source No. filed to Customer table, or you can write your own query by linking those tables (17 and 21).
You can use G/L Entry table for the same and use Source no for displaying customer name
Or
You can use Customer Ledger Entry table (Table No 21)
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