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Add Grouping to Acumatica's Data Entry Grids

  • May 20, 2022
  • 3 replies
  • 222 views
aaghaei
Captain II
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Hello Gang,

 

I was wondering is there any way to add grouping to Acumatica’s Data Entry Grids. Something similar to the below snip I have made from another web application:

 

 

Best answer by aaghaei

UPDATE

@hkabiri  @Chris Hackett  The solution can be found in my post here. Possibly there is a better and simpler way to do it but this is what I did and works for me.

 

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

3 replies

hkabiri
Acumatica Moderator
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  • hkabiri
  • Acumatica Support Team
  • May 23, 2022

@aaghaei  You can have such grouping on Primary List and GIs using PIVOT table as well as adding them to your Dashboards however, not sure can be added to Data Entry Form Grids from out of the box.

Below is a quick sample I created for you on my Invoices and Memo Primary List Inquiry:

 

SAM KABIRI | L2 Support Engineer | hkabiri@acumatica.com | www.acumatica.com
Chris Hackett
aaghaei
Captain II
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  • aaghaei
  • Author
  • Captain II
  • May 24, 2022

Thanks Sam @hkabiri 

 

I need grouping in Data Entry grids as pointed out in my initial post. Thnak you for the clarification. I’m aware of grouping using Pivot Tables in the inquieries.

 

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
aaghaei
Captain II
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  • aaghaei
  • Author
  • Captain II
  • Answer
  • June 9, 2022

UPDATE

@hkabiri  @Chris Hackett  The solution can be found in my post here. Possibly there is a better and simpler way to do it but this is what I did and works for me.

 

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
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