Adding ship to state to BAQ

Kinetic ERP
1

Hi
I have been trying to figure out where to pull the information to add ship to state to a dashboard.
I have one started listing customer, amount of invoices, and the total dollar amount charged with a date range. I want to add what state we shipped to also.

thank you
Tanya

2

I think i got it but it is showing double rows. Suggestions?

image
image988×128 4.3 KB

3

Hi Tanya,

Make it a select distinct via this:

Nancy

4

ok that works but now i need to just pull the primary ship to location state but can’t figure it out I have the customer on my phase builder but when i go to display field i do not see prim ship to

5

Hi Tanya,

I think you probably want to use the ShipHead data, which holds the details on shipto identifier used to shipto. Also look out for one time ship to data that could be used to override usage of a customer shipto record.

Nancy

1 Like
6

But how do i just pull in the state Is that possible?

7

You will link:

Customer → ShipHead on Company & CustNum

You will then add the Customer table AGAIN (It will ask for an alias)

You will link:

ShipHead → Customer1(alias) on

  • ShipHead.Company = Customer1.Company
  • ShipHead.ShipToNum(they made a mistake, it’s an ID) = Customer1.CustID

Then add the state from Customer1 on your display tab

1 Like
8

Thank you Kevin, That worked but i am getting many duplicate rows. What am i doing wrong. Duplicate rows seem to happen to me a lot when i try to create a dashboard.
Any suggestions?
Tanya

9

here is a screen shot

image
image781×628 5.88 KB

10

If there weren’t duplicate rows before, you can move the second customer table down to a subquery.
Only add customer1 company, custid, and state to it

then link that instead