http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/7937.aspxThu, 01 Sep 2011 21:30:12 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:7937Method_Michael0http://forums.method.me/cs/forums/thread/7937.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=7937<p>James,</p> <p>Looking at the opportunity table a lot of the data about the customer/contact is obtained through linked fields.</p> <p>If you are looking for the customer name to be displayed in the SalesOrder table, you can link the Name field into the SalesOrder using Customer.</p> <p>-Michael</p>http://forums.method.me/cs/forums/thread/7920.aspxThu, 01 Sep 2011 16:49:58 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:7920JamesQ0http://forums.method.me/cs/forums/thread/7920.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=7920<p>I was examining the New Opportunity screen and I was surprised to see that a lot of data appears to be copied from the Customer table into the Opportunity table, rather than just remaining as related and displayed via query through the relationship.<br /><br />I want to make sure that I understand that this is the correct way to proceed.<br /><br />For example, I am creating a report based on my table SalesOrder.&nbsp; I want the report to display the CustomerName.&nbsp; However, customer name is not on the SalesOrder table, it is only available through the OpportunityID.&nbsp; When I look at how the New Opportunity screen is set up it appears that I need to Retrieve the CustomerName and copy it into the Opportunities table and put it in the SalesOrder table.&nbsp; Is this the correct workflow?</p> <p>&nbsp;</p> <p><img src="https://lh3.googleusercontent.com/-JVpFdbcRXNo/Tl-3NCF7pXI/AAAAAAAAA5U/PugCaJyYHTQ/s400/Drawing2a.jpg" alt="" /></p>