The Report Designer help for lookup says to go to Tools > Available fields. It specifies that keys are listed in parentheses under the first order listed. For the CM - Transaction table, there are 7 different standard orders. Am I limited to the first order on this list? Meaning I need to supply the Bank Account, run, and Seq in order to access a record from this table? No other lookup combination will work? 

The combination of "key" fields define a unique record in the data table. Accordingly, the combination of the identified "key" fields is necessary to "LOOKUP" a specific unique record using TS Report Designer.  If the driving record of your report design does not include each of the key fields, then you will not be able to use the LOOKUP function to retrieve additional data fields from the CM Transaction record.  What is the "driving record" (the primary data file) in your report design?

Thanks for the confirmation... I was afraid that was the answer. So, that said, are the Bank Account, TRUN and TSEQ records for the AP - Transaction and the Bank Acct, TRUN, abd TSEQ in CM-Transaction not the same?  My report just spins when I try and match up that way.

LOOKUP(Reconciliation Status, Bank Account, Run Number, Sequence Number).

Driving Table is AP - Transaction

Recon Status status comes from CM - Transaction (primary:  Bank Account, Run Number, Seq Number).

I see examples of LOOKUP where the table is in brackets after the field name. Is that just for clarification? I get an error when I include the a bracket in the formula. 

Thanks for the confirmation... I was afraid that was the answer. So, that said, are the Bank Account, TRUN and TSEQ records for the AP - Transaction and the Bank Acct, TRUN, abd TSEQ in CM-Transaction not the same?  My report just spins when I try and match up that way.

LOOKUP(Reconciliation Status, Bank Account, Run Number, Sequence Number).

Driving Table is AP - Transaction

Recon Status status comes from CM - Transaction (primary:  Bank Account, Run Number, Seq Number).

I see examples of LOOKUP where the table is in brackets after the field name. Is that just for clarification? I get an error when I include the a bracket in the formula. 

Using a client database, I discovered that the Run and Seq numbers in the AP Transaction File differ from the Run and Seq numbers in the CM Transaction file, so there is no match possible.

Thanks!