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DSI How do you deal with multiple master-detail relationships on a custom object?
For instance, an order might be identified by (order no, customer id, product id, salesrep id). When I do a report on an order, I need to print the customer details (e.g. name, company, title), product details (e.g. product group, product name) and salesrep info (e.g. name, contact info). Ideally I would like to create three masters (customer, product, salesrep) for one detail (order). The documentation says I can only specify one master for a given detail table if the detail is a custom object.
Lookups allow me to customize the picklists with descriptive information, but this doesn't help me with reports.
Any ideas on how I can implement this? Thanks.
You're probably going to be able to do this with a custom report type. Whether or not this works for you depends on how you have your custom order object defined.
When defining your report, start by selecting your custom order object. Then for the second selection choose product. In the next step, Edit the Layout and from that screen, use the function to add fields related via lookup. If accounts are related to your orders (which I'm assuming they are), you will be able to select from all the account fields to get your customer information. From the lookup, you will also be able to select from the user fields to get your salesrep info.
Mark