My Assistant using contain condition

SUGGESTED

I am creating an condition in My Assistant that pulls all the GL and CM transactions based on a certain prefix. Here is what I have so far and it works. When I try to add Prefix AB = 'XXX-123', it brings me back no data when I know there is. Any suggestions.
("GLT_CURRENT__TRANSACTION"."Date_Stamp" = CURDATE()  and "GLT_CURRENT__TRANSACTION"."Application_of_Origin" = 'GL') or
("GLT_CURRENT__TRANSACTION"."Date_Stamp" = CURDATE()  and "GLT_CURRENT__TRANSACTION"."Application_of_Origin" = 'CM')

  • 0
    SUGGESTED

    Have you tried eliminating the "-" in the Prefix AB condition? Try this: Prefix AB = "XXX123". The hyphen is merely formatting and not part of the data you're attempting to match.

  • 0

    You can also view and add the data directly from the field list in Sage MyAssistant. For example, you can right-click on GL Account Prefix AB>Account Prefix AB and select View Data to see all of your prefixes. If you select one and select Insert Data, it will also put that field into the conditon with the correct format.

    As another note, it depends, but typically you will want to put your AND conditions after your OR conditions.

    Casey Knapp

    Customer Support Analyst, Principal
    Sage North America