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Project Inventory Transaction Report Including Invoices/Receipts

  • October 22, 2025
  • 4 replies
  • 44 views

Hello everyone, I was hoping to get some help on what may be a rudimentary question. My team and I are mostly new at our company and weren’t around for our Acumatica implementation. Recently we’ve been trying to track down where and when all of our project-specific inventory came from.

I can attain the current balance of each project’s inventory but when looking deeper into the transaction details, we’d like to see what invoice/PO/Purchase receipt was originally attached to that item.

Does anyone know of or have a pre-existing solution to this problem, or is it a report that I need to build? Thanks for any and all help.

 

Best answer by nickcerri32

I’ve attached the results grid (as an Excel).  If you want the corresponding PO, you can link the POReceipt DAC to the something like POOrderReceiptLink DAC (there’s probably a few ways to pull the PO in).  PO’s don’t generate GL transactions, so there’s no sense in linking them to INTran, but PO Receipts, when released, will generate Inventory Receipts which are tied to GL transactions.  INRegister is optional, but it’s the summary section of the Inventory Transaction (Issue, Receipt, Transfer, etc.)

4 replies

nickcerri32
Jr Varsity III
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  • Jr Varsity III
  • November 18, 2025

@LoganGray - I Put together a GI for a client not too long ago.  This is for 25R1, though, but if you can’t open it, I used the INTran, INRegister, and POReceipt DACs in a Generic Inquiry using the following joins.  

 


  • Author
  • Freshman I
  • November 18, 2025

Thank you! Do you mind sharing your results grid? I can’t seem to get anything to appear for OrigPONbr. Also, what should I utilize INRegister for?

 


nickcerri32
Jr Varsity III
Forum|alt.badge.img+1
  • Jr Varsity III
  • Answer
  • November 18, 2025

I’ve attached the results grid (as an Excel).  If you want the corresponding PO, you can link the POReceipt DAC to the something like POOrderReceiptLink DAC (there’s probably a few ways to pull the PO in).  PO’s don’t generate GL transactions, so there’s no sense in linking them to INTran, but PO Receipts, when released, will generate Inventory Receipts which are tied to GL transactions.  INRegister is optional, but it’s the summary section of the Inventory Transaction (Issue, Receipt, Transfer, etc.)


  • Author
  • Freshman I
  • November 18, 2025

This is amazing thank you for all your help! that’s just what I needed!