Displays the orders according to the selected customer

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Posted on by Pavel Ioana

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Hey! I am new to Microsoft Dynamics and I have a problem. I need to make a report that has the filter fields. When selecting a customer, only his sales and not all sales should be displayed. how should I think and write the code? Is there a class that executes the same logic and where can I look?

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Pavel Ioana 102 on at

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RE: Displays the orders according to the selected customer

Thanks Girish, this is what I need!
Martin Dráb 232,942 Most Valuable Professional on at

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RE: Displays the orders according to the selected customer

This blog post seems to be unrelated to the topic of this thread, therefore my recommendation to Pavel is ignoring it.
GirishS 27,825 Moderator on at

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RE: Displays the orders according to the selected customer

Hi Pavel Ioana,

Please check the below link which explain about filtering field on the report based on the selection of the another parameters.

So you can add the look up for the table "SalesTable" and add range to the custAccount field.

https://vasantharivali.wordpress.com/2014/09/24/filter-second-lookup-based-on-first-value-ax-2012-ssrs/

Thanks,

Girish S.
Martin Dráb 232,942 Most Valuable Professional on at

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RE: Displays the orders according to the selected customer

Are you saying that you're going to develop an SSRS report and you have no idea how to do it? Or do you have any particular problem, e.g. with the filter?

If you want an SSRS report, there are two approaches to consider. Either having a parameter where users can select a customer, or - which is much more flexible - using a query where uses can set any filter they like. You'll give them a default query range for customer number, where they can select a single customer, as with the parameter, but they could also use several customers at once, use wild cards, filter by other fields and so on.

If using an SSRS report isn't required, using a form may be easier. There even already is functionality for that - you can go to a customer and open a list of related orders.