Hi all, this is my first post so sorry if I miss any ettiquette etc here.
I am a trainer working on a client's implementation of AX2012R3 and they have quite heavilly customised the system. One thing they have done is added a custom field to the Customers table with a drop-down list of workers (relation to the workers table) and called it Credit controller. This allows them to record the worker who is the allocated credit controller for each customer.
Now, all I want to do is filter the list of All Sales Orders to only show those orders for a specific credit controller. I'm not able to display the field by personalisation as Customers is not a table available in personalisation but in the advanced filter I can add it with an n:1 relationship on Sales Order and I can leverage most customer fields in the advanced filter form then and filter on any customer field. However, the Credit controller field does not appear in the list of available fields to filter.
Any ideas anyone?