GridView is only capable of showing the information that actually exists in the table. In Sales Analysis, the transaction file only contains the customer code. SA's online inquiry goes to the Customer master to retrieve the name.

While I'm not sure quite what question your query is trying to answer, another approach might be to link from a display of customer records to the sales analysis data, if you are trying to show sales to one customer. Alternatively, if you must have the customer name in the View, then define it directly in Sales Analysis as an Online Inquiry.

GridView's filters are similar to Excel's formulas. The formula for selecting sales Date greater than is:

code:

---

{Date} >= DATE(2004,01,01) // date >= beginning of this year
{Date} >= QueryDate("Starting when?") // date >= user specified value
AND(
  {Cust #} >= "AAAAAA",    // Customer # >= 
  {Date} >= DATE(2004,01,01) 
  )

---

You question about "Invoice >" and "Salesperson =" is ambiguous. If you are testing the invoice #, then use this:

code:

---

AND(
  {Reference}   >= "     100",
  {Salesperson} ="        "
  )

---

If you are trying to test the amount of the invoice, then you will need to be looking at the OrderEntry Sales Order Header to get the total value of the invoice (SalesAnalysis keeps details only, and GridView does not support filtering on a summary total - unlike Crystal Reports for Adagio.)

AND(
{Date} >DATE(1999,01, 01),
{Cust #} > " CZZZZ",
{Prefixed Doc #} > "I 4008",
Trim({Salesperson}) = "CLO"
)

The AND function takes a list seperated by commas.
The example above uses Trim on the Salesperson field because the field may be 6 cahracters.

At this time you are not able to insert the Customer Name from A/R into the View.

Do you know that you can link to views in GridView? If you create a second view from AR showing the customer no and name, and link this to the Sales data view, you will be able to at least view (if not print or export) the customer name?

If you really want to print or email a report which also contains the customer name, what I do is to save the two views described above as a Workspace (for ease of opening), then use the Excel Direct button to export each view to Excel, and create a vlookup in Excel to add the customer name to the Sales data. It requires more than a beginner's knowledge of Excel, but certainly not an advanced level.

Steve Schwartz