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Hi Erik!

Love Simple Object Designer — it’s an awesome app! Huge time-saver!

Here is the report that I’m customizing. The report had already been customized by our consulting partner (adding Avalara tax fields among other things). So, this may be part of my problem–I’m not smart enough to know.

The field(s) that I want to add are on the sales order line item. I’ve added one below (highlighted yellow). However, all the other line item fields on the existing report are on the “SalesLine” table within the “PageLoop” (highlighted green). So, within Report Builder, I don’t know how to connect these fields together so that as the report loops through the “SalesLines” (in green), it includes the “Sales Line” fields (in yellow).

So, am I best advised to further customize the report with Simple Object Designer and add all the line item fields that I need to the “Sales Line” table (in yellow)? (I think that would work.) Or is there a better approach to this problem?

Thank you!

Jason

hougaard Answered question April 11, 2025