R2 was recently released and there is a need to get the relationships between CROpportunity and SOOrder to add to the Sales Order entry screen (the Generic Inquiry). What is the relationship between both of these DACs? Are there other DACs which need to be included instead of a direct link?
1st Try
I have tried using CROpportunity to FSServiceOrder and then FSServiceOrder to SOOrder using the below:
CROpportunity/FSService Order on SOID/SOID
FSServiceOrder/SOOrder on refNbr/sourceRefNbr
2nd Try
I also tried doing a direct relationship between CROpportunity to SOOrder using:
CROpportunity/SOOrder on externalRef/sourceRefNbr
Using this, also:
CROpportunity/SOOrder on externalRef/externalRef
To obtain the relationship between Opportunities and Sales Orders try the pattern below. Recent versions of Acumatica now allow a 1 to many relationship between opportunities and sales orders.
This is the SQL link to help clarify the screen shots for the GI.
select o.CompanyID, o.OrderDate, o.OrderNbr, r.RefNoteID, r.Role, p.OpportunityID
from SOOrder o
inner join CRRelation r on o.NoteID = r.RefNoteID and r.CompanyID = o.CompanyID
inner join CROpportunity p on p.NoteID = r.TargetNoteID and r.Role = 'SR' and p.CompanyID = r.CompanyID
Related
I'm new to Acumatica, could you please help me? I have too screens IN202500 (stock items) and SO301000(sales orders). I added a field to stock items and now I need to show a value from that field in grid column of sale orders for each stock items. I suppose that I need to use PXDefault attribute for this?
There are a number of ways you can do this. I'll provide 3 possibilities.
If your View used by the grid contains InventoryItem, you may be able simply to select your custom field from InventoryItem and add it directly to the screen. I'll assume this is not an option or you likely would have found it already.
Create a custom field in a DAC extension on SOLine where you add your custom field as unbound (PXString, not PXDBString) and then use PXDBScalar or PXFormula to populate it. I haven't used PXDBScalar or PXFormula to retrieve a value from a DAC Extension, so I'll leave it to you to research. I do know this is super easy if you were pulling a value directly from InventoryItem, so worth doing the research.
Create as an unbound field as in #2, but populate it in the SOLine_RowSelecting event. This is similar to JvD's suggestion, but I'd go with RowSelecting because it is the point where the cache data is being built. RowSelected should be reserved, in general, for controlling the UI experience once the record is already in the cache. Keep in mind that this will require using a new PXConnectionScope, as Acuminator will advise and help you add. (Shown in example.) In a pinch, this is how I would do it if I don't have time to sort out the generally simpler solution provided as option 2.
Code for Option 3:
#region SOLine_RowSelecting
protected virtual void _(Events.RowSelecting<SOLine> e)
{
SOLine row = (SOLine)e.Row;
if (row == null)
{
return;
}
using (new PXConnectionScope())
{
SOLineExt rowExt = row.GetExtension<SOLineExt>();
InventoryItem item = SelectFrom<InventoryItem>
.Where<InventoryItem.inventoryID.IsEqual<#P.AsInt>>
.View.Select(Base, row.InventoryID);
InventoryItemExt itemExt = item.GetExtension<InventoryItemExt>();
rowExt.UsrSSMyDatAField = itemExt.UsrSSMyDataField;
}
}
#endregion
I have created a custom table and made it available on the Customers screen called 'Serial Tracking'. The purpose of this screen is to track serialised items that each customer is in possession of (regardless of who the item was purchased from).
I would like a record automatically added to the table on shipment release. I have attempted to customise the Release method of SoShipmentEntry but am having trouble getting all the required data together as well as the best way to structure the code.
The custom table DAC is
AUSerialTrack
Not necessarily the answer to your question but to long for a comment.
As an alternative, what if you set your Serials tab view to the Ship Line Split table without dealing with a custom table. You could get the information you needed with something like this: (need to convert to your BQL view for your serials tab)
SELECT [ship].[CustomerID],
[ship].[ShipmentNbr],
[split].[InventoryID],
[split].[LotSerialNbr]
FROM [dbo].[SOShipLineSplit] split
INNER JOIN [dbo].[SOShipLine] line
ON [line].[CompanyID] = [split].[CompanyID]
AND [line].[ShipmentNbr] = [split].[ShipmentNbr]
AND [line].[LineNbr] = [split].[LineNbr]
INNER JOIN [dbo].[SOShipment] ship
ON [ship].[CompanyID] = [split].[CompanyID]
AND [ship].[ShipmentNbr] = [split].[ShipmentNbr]
INNER JOIN [dbo].[InventoryItem] i
ON [i].[CompanyID] = [split].[CompanyID]
AND [i].[InventoryID] = [split].[InventoryID]
INNER JOIN [dbo].[INLotSerClass] c
ON [c].[CompanyID] = [i].[CompanyID]
AND [c].[LotSerClassID] = [i].[LotSerClassID]
WHERE [c].[LotSerTrack] = 'S'
AND [ship].[Confirmed] = 1;
Then when the user goes to the tab its always the current results. No custom code to fill in a custom table so easier for upgrades/customization maintenance.
I'm using CRM 2011 and I have a 1-n relationship between EntityA(master) and EntityB(detail).
I need to get the list of EntityA records that are not related to any EntityB records. How can I accomplish this inside a plugin using query expression?
I believe this should work (See the EDIT, it doesn't work):
var qe = new QueryExpression("entitya");
var entityBLink = qe.AddLink("entityb", "entityaid", "entityaid", JoinOperator.LeftOuter);
entityBLink.LinkCriteria.AddCondition("entitybid", ConditionOperator.Null);
It should create a SQL Statement that looks something like this:
SELECT
FROM entitya
LEFT OUTER JOIN entityb on entitya.entityaid = entityb.entityaid
AND ( entityb.entitybid IS NULL )
EDIT - Working version
var qe = new QueryExpression("entitya");
var entityBLink = qe.AddLink("entityb", "entityaid", "entityaid", JoinOperator.LeftOuter);
entityBLink.Columns.AddColumn("entitybid");
var entities = service.RetrieveMultiple(qe).Entities.
Where(e => !e.Attributes.Keys.Any(k => k.EndsWith(".entitybid"))).
Select(e => e.ToEntity<entitya>());
The SQL statement for the first query does get generated as is, but since the null check is on the join and it is a left join, all EnityA entities get returned.
The bad news is in CRM there is no way to perform a sub query, or specify in the where clause, a linked entity's properties. I really hope Microsoft spends some time with the next major release adding this type of functionality.
You can however perform the filter on the client side, which is what the C# code is doing above.
I need some help sorting out some syntax for an update to a list item in sharepoint from an application. Here's a rundown on the situation :
There are two lists within this sp site. One list is a products list, and the second list is a pricing. The way these lists are setup however are a 1 to many scheme. One product can have many pricing records. The product then has a column against it that is a look up field that supports multiple values.
Using REST and oData I can query and get the pricing information easily enough now, but my problem is when I need to update the products record to add a price.
with regular lookup fields I normally just set the ID property for the object, then call the update and savechanges methods for that list. With the pricing column however supporting multiple records there is no ID to set, and the field is an array of sorts. Adding the pricing object (list item) and updating and savechanges doesn't actually save. No errors are thrown but the then when viewing the list it isn't actually saving.
How can I add a price lookup to my Product?
I wrote a small method to query through each price and add it's initial price to the product below for testing :
InventoryCatalogDataContext dc = new InventoryCatalogDataContext(_pushinTinSvc);
dc.Credentials = CredentialCache.DefaultCredentials;
List<PricingItem> pricing = (from q in dc.Pricing
select q).ToList<PricingItem>();
foreach (PricingItem price in pricing)
{
var query = (DataServiceQuery<ProductsItem>)
dc.Products
.Expand("Pricing")
.Where(p => p.Id.Equals(price.StockCodeId));
List<ProductsItem> prods = query.ToList<ProductsItem>();
ProductsItem product = prods[0];
product.Pricing.Add(price);
dc.UpdateObject(product);
}
try
{
dc.SaveChanges();
}
catch (Exception ex)
{
string stopHere = ex.Message;
}
I'm not sure if I'm doing something wrong or if this is a bug. If I inspect the item after the SaveChanges, the item still has the pricing item lookup attached, showing a count of 1. At the end of the code block, if I re-query for the product, at that point it even still has the pricing attached. But once the method finishes and returns to the UI, the pricing is no longer attached, the fields are empty when you look at the list in sharepoint, but the version does increment. So I'm a little lost...
I have 3 Lists in Sharepoint.
I want to create a dataview that is a join of 3 tables.
Table1 is joined with Table2 on FieldA
Table 2 is joined to Table3 on FieldB
Table1 has duplicate values in FieldA so I need to only return one value to join with Table2.
In Access my query looks like this:
SELECT DISTINCT WRK_InputWorkOrders.WorkOrder, Production1.[Part Number], Production1.[Work Order], Production1.Location, StationItems.Station, Production1.Description, Production1.Revision, WRK_InputWorkOrders.Status
FROM StationItems INNER JOIN (WRK_InputWorkOrders INNER JOIN Production1 ON WRK_InputWorkOrders.WorkOrder = Production1.[Work Order]) ON StationItems.Item = Production1.[Part Number]
WHERE (((WRK_InputWorkOrders.Status)<>"closed"));
Is there a way to write sql-like queries for dataviews?
I have Sharepoint Designer 2007 and Access.
The goal is to get a report that a user can view in Internet Explorer.
I have tried using this method. But it returns duplicate records
I found this suggestion. It suggests using an XPath Filter
not(#yourvalue = preceding-sibling::dfs:YourRepeatingRowName/#yourvalue)
But wasn't able to get it to work. I don't know what to enter as YourRepeatingRowName
I found this link. Does anyone know if it can be used to perform such a join?
Your question is more of an ADO.NET question. Unfortunately ADO.NET doesn't have an easy way to do this, which is why companies like bamboo Solutions builds theirCross List Web Part:
http://store.bamboosolutions.com/pc-42-1-cross-list-web-part.aspx
Otherwise I would attempt to use LINQ to query the tables. You might have more luck doing that.
Here is an example of a JOIN query provided by MS (I only changed the first two DataTable lines to represent filling a DataTable with an SPListItemCollection object)
DataTable orders = spListCol1.ToDataTable();
DataTable details = spListCol2.ToDataTable();
var query =
from order in orders.AsEnumerable()
join detail in details.AsEnumerable()
on order.Field<int>("SalesOrderID") equals
detail.Field<int>("SalesOrderID")
where order.Field<bool>("OnlineOrderFlag") == true
&& order.Field<DateTime>("OrderDate").Month == 8
select new
{
SalesOrderID =
order.Field<int>("SalesOrderID"),
SalesOrderDetailID =
detail.Field<int>("SalesOrderDetailID"),
OrderDate =
order.Field<DateTime>("OrderDate"),
ProductID =
detail.Field<int>("ProductID")
};
DataTable orderTable = query.CopyToDataTable();
Microsoft has a video demo and a writeup that may be just what you want:
Display data from multiple sources in a single Data View
http://office.microsoft.com/en-us/sharepointdesigner/HA103511401033.aspx
With Microsoft Office SharePoint Designer 2007, you can link two or more data sources that contain related data and then create a single Data View that displays data from those linked data sources.
you want to show the query result in SharePoint Designer? I believe, SPD has merged data sources. Look into that.
I found this third part add on
Enesys RS Data Extension lets you query (retrieve, join, merge,...) data from any SharePoint list and use the result for building "Reporting Services" reports as you would do with any other data sources. http://www.enesyssoftware.com/
I can't use it because I am currently running the basic Sharepoint version that uses the internal database.
I've done something like this, but I wasn't able to use a dataview. I ended up writing a custom web part to do it. The approach was:
Use an SPQuery object to get an SPListItemCollection for each list. Use the CAML query to restrict the items returned.
Use the SPListItemCollection object's GetDataTable() method to retrieve an ADO.NET DataTable object for each list.
Add the tables to a DataSet object.
Create relationships between the tables.
Render the data however you like, using DataList or Repeater or whatever.
Here's some code that shows the broad strokes:
protected DataTable GetDataTableFromQuery(string camlQry, SPList theList) {
SPQuery listQry = new SPQuery();
listQry.Query = camlQry;
SPListItemCollection listItems = theList.GetItems(listQry);
return listItems.GetDataTable();
}
protected void BuildDataSet() {
// get SPList objects for the lists in questions ... left as an exercise for the dev -- call them list1, list2, and list3
string camlQry = "the CAML necessary to retreive the ites from list1";
DataTable table1 = GetDataTable(camlQry, list1);
table1.TableName = "Table1";
camlQry = "the CAML necessary to retreive the ites from list2";
DataTable table2 = GetDataTable(camlQry, list2);
table1.TableName = "Table2";
camlQry = "the CAML necessary to retreive the ites from list3";
DataTable table3 = GetDataTable(camlQry, list3);
table1.TableName = "Table3";
// now build the DataSet
DataSet ds = new DataSet();
ds.Tables.Add(table1);
ds.Tables.Add(table2);
ds.Tables.Add(table3);
ds.Relations.Add("Table1_2", ds.Tables["Table1"].Columns["FieldA"], ds.Tables["Table2"].Columns["FieldA"]);
ds.Relations.Add("Table2_3", ds.Tables["Table2"].Columns["FieldB"], ds.Tables["Table3"].Columns["FieldB"]);
// now you can do something with these, like store them in the web part class and bind them to repeaters in the web part's Render() method
}