Hi,
You can use the query below to create a view and attach it to Excel, or just connect directly to the SQL database from within EXCEL and create an Excel Refreshable report. I took the existing Customer view and just added the Record Notes master table to it.
SELECT RTRIM(RM00101.CUSTNMBR) AS CustomerNumber
, RTRIM(RM00101.CUSTNAME) AS CustomerName
, SY03900.TXTFIELD AS RecordNote
, RTRIM(RM00101.CUSTCLAS) AS CustomerClass
, RTRIM(RM00101.CPRCSTNM) AS CPRCSTNM
, RTRIM(RM00101.CNTCPRSN) AS ContactPerson
, RTRIM(RM00101.STMTNAME) AS StatementName
, RTRIM(RM00101.SHRTNAME) AS ShortName
, RTRIM(RM00101.ADRSCODE) AS AddressCode
, RTRIM(RM00101.UPSZONE) AS UPS_Zone
, RTRIM(RM00101.SHIPMTHD) AS ShipMethod
, RTRIM(RM00101.TAXSCHID) AS TaxScheduleID
, RTRIM(RM00101.ADDRESS1) AS ADDRESS1
, RTRIM(RM00101.ADDRESS2) AS ADDRESS2
, RTRIM(RM00101.ADDRESS3) AS ADDRESS3
, RTRIM(RM00101.COUNTRY) AS COUNTRY
, RTRIM(RM00101.CITY) AS CITY
, RTRIM(RM00101.STATE) AS STATE
, RTRIM(RM00101.ZIP) AS ZIP
, RM00101.PHONE1
, RM00101.PHONE2
, RM00101.FAX
, RTRIM(RM00101.PRBTADCD) AS PRBTADCD
, RTRIM(RM00101.PRSTADCD) AS PRSTADCD
, RTRIM(RM00101.STADDRCD) AS STADDRCD
, RTRIM(RM00101.SLPRSNID) AS SLPRSNID
, RTRIM(RM00101.CHEKBKID) AS CHEKBKID
, RTRIM(RM00101.PYMTRMID) AS PYMTRMID
, RM00101.CRLMTTYP
, RM00101.CRLMTAMT
, RM00101.CRLMTPER
, RM00101.CRLMTPAM
, RTRIM(RM00101.CURNCYID) AS CURNCYID
, RTRIM(RM00101.RATETPID) AS RATETPID
, RM00101.CUSTDISC
, RTRIM(RM00101.PRCLEVEL) AS PRCLEVEL
, RM00101.MINPYTYP
, RM00101.MINPYDLR
, RM00101.MINPYPCT
, RM00101.FNCHATYP
, RM00101.FNCHPCNT
, RM00101.FINCHDLR
, RM00101.MXWOFTYP
, RM00101.MXWROFAM
, RTRIM(RM00101.COMMENT1) AS COMMENT1
, RTRIM(RM00101.COMMENT2) AS COMMENT2
, RTRIM(RM00101.USERDEF1) AS USERDEF1
, RTRIM(RM00101.USERDEF2) AS USERDEF2
, RTRIM(RM00101.TAXEXMT1) AS TAXEXMT1
, RTRIM(RM00101.TAXEXMT2) AS TAXEXMT2
, RTRIM(RM00101.TXRGNNUM) AS TXRGNNUM
, RM00101.BALNCTYP
, RM00101.STMTCYCL
, RTRIM(RM00101.BANKNAME) AS BANKNAME
, RTRIM(RM00101.BNKBRNCH) AS BNKBRNCH
, RTRIM(RM00101.SALSTERR) AS SALSTERR
, RM00101.DEFCACTY
, RM00101.RMCSHACC
, RM00101.RMARACC
, RM00101.RMSLSACC
, RM00101.RMIVACC
, RM00101.RMCOSACC
, RM00101.RMTAKACC
, RM00101.RMAVACC
, RM00101.RMFCGACC
, RM00101.RMWRACC
, RM00101.FRSTINDT
, RM00101.INACTIVE
, RM00101.HOLD
, RTRIM(RM00101.CRCARDID) AS CRCARDID
, RM00101.CCRDXPDT
, RM00101.KPDSTHST
, RM00101.KPCALHST
, RM00101.KPERHIST
, RM00101.KPTRXHST
, RM00101.NOTEINDX
, RM00101.CREATDDT
, RM00101.MODIFDT
, RM00103.TNSFCLIF
, RM00103.NONSFLIF
, RM00103.CUSTBLNC
, RM00103.AGPERAMT_1
, RM00103.AGPERAMT_2
, RM00103.AGPERAMT_3
, RM00103.AGPERAMT_4
, RM00103.AGPERAMT_5
, RM00103.AGPERAMT_6
, RM00103.AGPERAMT_7
, RM00103.LASTAGED
, RM00103.LSTNSFCD
, RM00103.LPYMTAMT
, RM00103.LASTPYDT
, RM00103.LSTTRXDT
, RM00103.LSTTRXAM
, RM00103.LSTFCHAM
, RM00103.UPFCHYTD
, RM00103.AVDTPLYR
, RM00103.AVDTPLIF
, RM00103.AVGDTPYR
, RM00103.NUMADTPL
, RM00103.NUMADTPY
, RM00103.NUMADTPR
, RM00103.TDTKNYTD
, RM00103.TDTKNLYR
, RM00103.TDTKNLTD
, RM00103.TDISAYTD
, RM00103.RETAINAG
, RM00103.TNSFCYTD
, RM00103.NONSFYTD
, RM00103.UNPSTDSA
, RM00103.UNPSTDCA
, RM00103.UNPSTOSA
, RM00103.UNPSTOCA
, RM00103.NCSCHPMT
, RM00103.TTLSLYTD
, RM00103.TTLSLLTD
, RM00103.TTLSLLYR
, RM00103.TCOSTYTD
, RM00103.TCOSTLTD
, RM00103.TCOSTLYR
, RM00103.TCSHRYTD
, RM00103.TCSHRLTD
, RM00103.TCSHRLYR
, RM00103.TFNCHYTD
, RM00103.TFNCHLTD
, RM00103.TFNCHLYR
, RM00103.FNCHCYTD
, RM00103.FNCHLYRC
, RM00103.TBDDTYTD
, RM00103.TBDDTLYR
, RM00103.TBDDTLTD
, RM00103.TWVFCYTD
, RM00103.TWVFCLTD
, RM00103.TWVFCLYR
, RM00103.TWROFYTD
, RM00103.TWROFLTD
, RM00103.TWROFLYR
, RM00103.TTLINYTD
, RM00103.TTLINLTD
, RM00103.TTLINLYR
, RM00103.TTLFCYTD
, RM00103.TTLFCLTD
, RM00103.TTLFCLYR
, RM00103.WROFSLIF
, RM00103.WROFSLYR
, RM00103.WROFSYTD
, RM00103.HIBALLYR
, RM00103.HIBALYTD
, RM00103.HIBALLTD
, RM00103.LASTSTDT
, RM00103.LSTSTAMT
, RM00103.DEPRECV
, RM00103.ONORDAMT
, RM00101.Revalue_Customer
, RM00101.Post_Results_To
, RTRIM(RM00101.FINCHID) AS FINCHID
, RTRIM(RM00101.GOVCRPID) AS GOVCRPID
, RTRIM(RM00101.GOVINDID) AS GOVINDID
, RM00101.DISGRPER
, RTRIM(RM00101.DOCFMTID) AS DOCFMTID
, RM00101.DUEGRPER
, RM00101.PHONE3
, RM00103.TTLRTLTD
, RM00103.TTLRTLYR
, RM00103.TTLRTYTD
, RM00101.RMSORACC
, RM00101.Send_Email_Statements
, RM00101.ORDERFULFILLDEFAULT
, RM00101.CUSTPRIORITY
, RM00101.SHIPCOMPLETE
FROM RM00101 WITH (NOLOCK)
INNER JOIN RM00103 WITH (NOLOCK) ON RM00101.CUSTNMBR = RM00103.CUSTNMBR
LEFT OUTER JOIN SY03900 ON RM00101.NOTEINDX = SY03900.NOTEINDX
Kind regards,
Leslie
