Hi Susan,

That is indeed the reason why the two 'document #' fields are not linking - because one is 8 characters and the other is 12. GridView linking requires exact matching, including the spaces.

You need to create a calculated column in each view that trims the spaces, using the TRIM function. So it would look something like TRIM({Doc #}). The calculated columns in each view need the same title so that they can be linked.

Sometimes GridView is not happy about trying to link on a numeric value. If you find that even after creating the calculated columns that the linking still is not working, you need to 'convert' the value to text, by appending the document number with a character. Perhaps an I for invoice, or even the document type so that invoices and credit notes can be kept separate. Something like:

"I" & TRIM({Document #}) or {Doc Type} & TRIM({Doc #})

If you want to use I or C depending on the document type, the formula will be different in OE as compared to AR because of available information. Lets say you want IN123 to show invoice 123, or CN123 if it's a credit note, assuming that Orders are filtered from the OE view:

OE:
IF({Doc Type}="I","IN"&TRIM({Doc #}), "CN"&TRIM({Doc #}))

AR:
{Trx Type} & TRIM({Doc #})