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Trying to create a report for Opportunity - Product - Custom Table (Inventory)
Hello, I need some help with a project. I thought this would be an easy task, but it's driving me bonkers.
The company I now work for has a custom table, Inventory.
Inventory is linked to product via the Product ID.
I want to create a report that pulls in information from Opportunity, Opportunity Product and Inventory. Something like:
Account Name, Opportunity Name, Product Name, Quantity in Opportunity, Quantity in Inventory
The trouble is, I cannot get Product to pull informaton from fields in Inventory. I can't figure out how to create a custom report object that combines Opportunity, Product and Inventory. I've got a report that has Product and Inventory, but that doesn't give me any information from Opportunity.
I thought I could create a link table that would get information from Opportunity, Product and Inventory, but I couldn't figure out how to automatically populate the OpportunityID, ProductID and InventoryID fields.
Right now, my workaround is manual. I download data from recently created or recently updated Inventory records into Excel, and then upload the pertinent information into custom fields in the Product table.
Can anybody come up with a way to link Inventory to Product or a way to automatically update the custom Product fields?
Thanks in advance for any and all insights.
Jill
What you are doing is updating few fields in products based on inventory data information.
I think your requirement can be appropriately implemented using a trigger.
Hope this helps.