I'm missing something when it comes to using the Lookup function in Report Designer.
In SQL, it is a piece of cake for me to create the relationships I need for a report. For some reason, I can't figure out how SAGE Report Designer Lookup works.
For instance, I have a AP Transaction Report and I'd like to include the Reconciliation Status field from the CM - Transaction Table.
I've tried linking through Bank Account, Payment ID, and a few other combinations. From what I've read, it sounds like this lookup function is very limited as to which fields you can use to create a relationship.
What is the process to determine which (if any) fields can be used to link two separate tables?
LOOKUP(Reconciliation Status, ???, ???, ..ect)