Database view containing customer delivery method preference

Owned by Knowledge Assistant
Last updated: Jul 17, 2024 by Moriah Yorkey
1 min read
Description of Issue

Client wants to report on customer delivery method preference in the accounts receivable customers module

Context

  • Enterprise ERP any version

  • SSRS reports

  • SaaS, Tyler-hosted clients

  • OnPrem, Self-hosted clients

  • Account Receivable Customers

Cause

The view database column overlay shows delivery method as derived

Resolution

Preferred Delivery method for a customer is located in [AccountsReceivable].[CustomerDeliveryPreferences] and [AccountsReceivable].[CustomerDeliveryPreferenceDeliveryAddresses]

Additional Information

SELECT * 
FROM [AccountsReceivable].[CustomerDeliveryPreferences] AS CDP
JOIN [AccountsReceivable].[CustomerDeliveryPreferenceDeliveryAddresses] AS CDPA
ON CDP.Id = CustomerDeliveryPreferenceId
JOIN [AccountsReceivable].[CustomerDeliveryAddresses] AS CDA
ON CDA.CustomerId = CDP.CustomerId 
AND CDA.Id = CustomerDeliveryAddressId
JOIN [AccountsReceivableReportingServices].[CustomerAddresses]  AS A
ON A.AddressId = CustomerAddressId
AND A.CustomerNumber = CDP.CustomerId 

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