BAQ General Ledger Account Summary

Jon -

I copied your request into CoPilot and here was the result.  By the way, this is the topic for this week’s User Group Meeting in Chicagoland.  Using AI to build BAQs.

1. Identify the Necessary Tables: You’ll need to work with the following tables:

   • GLJrnDtl: Contains journal entry details.
   • TranGLC: Provides information about GL transactions.
   • PartTran: Includes additional transaction details.

2. Join the Tables:

   • Join these tables using the appropriate keys. The joins can be a bit tricky, especially when dealing with different formats for key fields.
   • Ensure you handle the formatting of values consistently across related tables.

3. Select Relevant Fields:

   • Include fields such as:
     • Transaction ID
     • Account Number
     • Account Description
     • Posted Date
     • Amount (or Debit + Credit)
     • Memo
     • User

4. Add Supplier Name:

   • To include the Supplier Name, you’ll need to join additional tables related to supplier information.
   • Depending on your specific setup, you might need to link to tables like Vendor.

5. Test and Refine:

   • Test your BAQ to ensure it provides the desired results.
   • Refine the joins and fields as needed to achieve the desired output.

You’ll need to also set your criteria in conjunction with the joining of the tables.  The fields from all tables can be added to the query display fields.

HTH,

Calvin