Question

Item ID Lookup from Sales Order Line

  • 24 March 2023
  • 5 replies
  • 144 views

Userlevel 2
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How do I search Inventory ID from Sales Order line to find data contained in respective Item(s) LONG Description and/or Item ID Attribute ?


5 replies

Userlevel 7
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Hi @DonGreen  This required customization, Please find the sample for reference.

 

Userlevel 5
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@DonGreen Could you please elaborate on your question (screenshot or examples will be more appreciated), it is not clear to understand. 

Userlevel 2
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Note: Brand New with Acumatica. Go Live is 03-31-23. 7 days away. We have a SIMPLE business model…. this is by no means a show-stopper…..

Target: Identify easiest way to find all Generators with John Deere engines when creating a Quote or Sales Order line item

Item ID setup Example: We have Duplicate Data in two fields 1) Item Attribute = Engine = “John Deere” 2) Long Description: “Engine: John Deere”

Attribute:

 

Long Description:

Attempted Standard Acumatica Inventory ID Lookup didn’t find respective Item ID as I expected. First thought I was not selecting corrent Filter combinations under Description…. then wondered if Standard Description filter is Short not Combined Short + Long Description search.

 

Userlevel 2
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Just noticed I used “ONAN” in my screen shot….. s/b “JOHN DEERE”…… I do get “ONAN” to show up but ONLY when “ONAN” is listed in the Short Description….. “JOHN DEERE” is NOT in any Short Description….. but IS in Attribute and Long Description.

Userlevel 7
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Hi @DonGreen were you able to find a solution? Thank you!

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