Customer Pools by Business Unit on the Invoice lines

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Posted on by 2XA

My client's requirement is to setup the Collection dashboard that shows to collection agents (admin assistants of the departments) overdue customers relevant to them.

Criteria is Business Unit dimension.

It is not maintained on the Customer Master data, neither on the invoice headers.

Only on the invoice lines as 1 invoice can contain more than 1 project or relevant more to 1 BU.

When trying via Customer Pools/Join Tables... it doesnt show anything.

Any workarounds?

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2XA 10 on at

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RE: Customer Pools by Business Unit on the Invoice lines

Not sure what Advanced query editor is.

the only place where i could find the BU

Dimension code set
André Arnaud de Cal... 291,965 Super User 2025 Season 1 on at

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RE: Customer Pools by Business Unit on the Invoice lines

Hi Andrew,

Can you share a screenshot of the advanced query editor showing the table joins you added?