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#59364 - 11/28/18 10:55 AM GridView & Invoices 9.3A
Samuel Kopstick Offline
Adagio Maestro

Registered: 06/15/07
Posts: 920
Loc: GTA & North America (Remote Su...
I would like to create a View on Open Invoices – this would to report on transactions in Open Batches from the Invoices module. This would be on Invoices entered but not yet Posted.

I assumed that the data would be found in the Table "Q/I Open Batches", but the data displayed just does not look right. I have tried almost every table that would make sense, but I still cannot locate where the data is kept.
I thought the GV allows us to access pretty well any table in a module.

So which Table is it?
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

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#59365 - 11/28/18 11:03 AM Re: GridView & Invoices 9.3A [Re: Samuel Kopstick]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11550
Loc: Vancouver, BC Canada
Hi Samuel,

Adagio Invoices batches still follow a legacy format where each batch is contained in a separate data file, rather than a single file with all batches. And Header, Detail, and Text information is stored in the same records together.

You still would need to look for a table named 'Q/I Open Batches', but the table will not be listed if there are no Open Batches created in the data you are accessing with GridView. Because GV does not display tables when there is no data available for it.

In the View Definition, you'll likely want to select 'All' for the wildcard field, to ensure that all batches are displayed, rather than just a single batch.

Also note that the data structure does not have a 'batch number' field to select. So you need to create a calculated column to display the batch number in the view. The formula syntax would look at the data file name to get the number:

MID(DATAFILENAME(),4,4)

If you want to link the batch number to another view (such as the Batch Control records), you may need to append a non-numeric character to the formula result, as sometimes linking doesn't work in GridView with strictly numeric values:

"B" & MID(DATAFILENAME(),4,4)
_________________________
Regards,
Softrak Tech Support

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#59367 - 11/28/18 12:42 PM Re: GridView & Invoices 9.3A [Re: Softrak Support]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4511
Loc: Wynnewood, PA
And in order not to see "garbage", make sure your filter includes the parameter
{Record Type} = "H" for Header fields

or
{Record Type} = "D" for Detail fields

(or "I" or "T").

You will never want to include different record types in one GridView. If you need both header and detail fields in your report, this needs to be done via a Workspace of linked Views.

Steve

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#59369 - 11/28/18 02:12 PM Re: GridView & Invoices 9.3A [Re: Steve Schwartz]
Samuel Kopstick Offline
Adagio Maestro

Registered: 06/15/07
Posts: 920
Loc: GTA & North America (Remote Su...
Okay, now I got it. It is the Open Batch table,
I missed changing the Wild Card to “All”.
As well, Steve assisted me with his advice to set the filter for Record Type = “H” or “D”, etc.

Thank you both, “Support” & Steve.
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

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