I'm trying to create a view in CRM 2011 that will show a few columns from Customers (Account), Orders (SalesOrder), and Order Products (SalesOrderDetail). I already know I need to start at the child-most entity so under Advanced Find I select "Order Products" under Look for. When I do this I'm able to select columns from Orders but unable to select columns from Customers.
Is this even possible to accomplish in CRM?
I'm trying to create the following result set:
Account.Name,
Account.Email,
SalesOrder.OrderNumber,
SalesOrderDetail.NetAmount,
SalesOrderDetail.ShipDate
I verified that you cannot manually add a second link within a view query. To my knowledge it is also not possible to add these columns though javascript. You can get the account name in your view simply by using the account lookup on the Order. If you need for the account email to also be in the view, then I suggest you add this field to the order entity and populate it with post callout logic on the account.
I Second Zach’s idea, but suggest adding a direct relationship between customer and orderdetail . This way you can use fetchxml to show account.email or any other account.* for that matter.
The downside is you’ll need to sync order.customer changes to orderdetail.customer.
The better option is to simply create a report and show that in an iframe or a webresource.
This is not possible even if we edit the fetch xml it wont work
Related
I'm not sure exactly how to explain it but basically I want to go from something like this
to this
The easiest method would be to create a report from your query, add a group to the report grouping by the Food field, and place the Food field within the group header.
I am trying to write a query that 1) works and 2) shows meaningful information.
However, I can't seem to complete both scenarios. Both bits of code do work to a degree. My SQL query does work by showing all the useful information a user wants but when you click the edit button it doesn't link properly so it won't allow the user to update that row. The other shows only keys and rowid but when you click edit does show the information and allows it to be updated.
So as not to get another down-voted question, I have taken pictures of each scenario to show the problem, but, ultimately, I need to show meaningful information: an id or key isn't meaningful to the vast majority of users.
Here is my code
SELECT APPLICATIONS.APP_ID, APPLICATIONS.SRN, STUDENTS.SURNAME, STUDENTS.FORENAME, APP_STATUS.STATUS, METHODS.METHOD, JOBS.JOB_TITLE, APPLICATIONS.APP_DATE
FROM APPLICATIONS
JOIN STUDENTS
ON APPLICATIONS.SRN = STUDENTS.SRN
JOIN APP_STATUS
ON APPLICATIONS.STATUS_ID = APP_STATUS.STATUS_ID
JOIN METHODS
ON APPLICATIONS.METHOD_ID = METHODS.METHOD_ID
JOIN JOBS
ON APPLICATIONS.JOB_ID = JOBS.JOB_ID;
and here are the pictures of it in action
below is the code that does not show meaningful information but does work.
select "ROWID",
"APP_ID",
"SRN",
"STATUS_ID",
"METHOD_ID",
"JOB_ID",
"APP_DATE"
from "#OWNER#"."APPLICATIONS"
If i knew how to properly use rowid i am sure this is a simple feat but i dont so if i could get any help it would be useful
//edit
who ever renamed this to Application Expression why? what i am using is Apex Application Express it was relevant information that got changed to something wrong which might make it hard for someone with a similar problem to find later.
In the second, simple query, apex can determine which table (and record) you are trying to edit.
In the first query, with the joins, it can't tell which of the five tables in query you want to edit. You probably want to have the edit link pass the primary key of the row from APPLICATIONS to the child page. You would need to build into that page any logic (lists of values etc) that map lookup tables (such as status) to the values needed in the APPLICATIONS table.
I am running a query on a product. I need a field that will look at the user defined field which contains another product and check that stock level. Any help would be great.
What is the main objective?
Are you trying to check on that item because that item is the material/component? or act like a substitution?
Using UDF is quite not feasible as you have to get the link to the Item Master Data, and I have not figured out yet how to do that.
But if you are using it as substitution, why don't you use Alternative Item in Inventory > Item Management > Alternative Items? It will show on Sales Quotation for you to display it to customer. Or during Sales Order, you can get it displayed for alternative should your main item is shortage.
If you are using those item as a component, I suggest you use Bill of Material. During Production Order you will be able to see those component's availability in qty, and also you can have more than one, unlike UDF.
Hope this helps.
I think the key part you're missing here is the naming convention which SAP adpots for user defined fields.
Correct me if I'm wrong, but it seems that you're capable of querying these fields from a SQL point of view.
UDFs by defuault, will have their column name prefixed with "U_".
For example, the UDF 'AnotherProduct' will be referred to in SQL as 'U_AnotherProduct'.
Hope this helps, if not, please explain your problem in some more detail.
Please I would like to know ho to separate customers in category, since we have two type of customers, the first group should only appear in crm->customers only and vice versa to avoid having a huge list of customers when searching.
My first attempt is to add a tag to different customers to separate them, for example the crm customers have the tag name Mass mailing is it correct to achieve this with tags ?? and my second question how to set default search keyword for example if I click on sales -> customers how to set the default value of search box to for example crmOnly tag thanks.
you can use "domain" where ever you want to have a such a separation.
I am looking for a solution or to be told it simply is not possible/good practice.
I currently have a database whereby I can create new orders and select from a lookup table of products that I offer. This works great for the most part but i would also like to be able to add random miscellaneous items to the order. For instance one invoice may read "End of Tenancy Clean" and the listed product but then have also an entry for "2x Lightbulb" or something to that effect.
I have tried creating another lookup table for these items but the problem is i don't want to have to pre-define every conceivable item before I can make orders. I would much prefer to be able to simply type in the Item and price when it is needed.
Is there any database design or workaround that can achieve this? Any help is greatly appreciated. FYI I am using Lightswitch 2012 if that helps.
One option I've seen in the past is a record in your normal items table labeled something like "Additional Service", and the application code will recognize this item and also require you to enter or edit a description to print with the invoice.
In the ERP system which we have at work, there is a flag in the parts table which allows one to change the description of the part in orders; in other words, one lists the part number in the order and then changes the description. This one off description is stored in a special table (called NONSTANDARD) which basically has two fields - an id field and the description. There is a field in the 'orderlines' table which stores the id of the record in the special table. Normally the value of this field will be 0, which means that the normal description of the part be displayed, but if it's greater than 0, then the description is taken from the appropriate row in the nonstandard table.
You mean something like this?
(only key attributes included, for brevity)