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Need help with a Generic Inquiry

  • 3 June 2022
  • 6 replies
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Userlevel 2
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Hi,

I am new to Acumatica and need assistance setting up a Generic Inquiry. I was able to setup a GI but the information looks incomplete.

We want to create a GI that shows invoices under Bills and Adjustments for a project that has a pending status for the Project Task and Inventory ID in Bills & Adjustments under the Details tab. See first screenshot below:

 

The next three sceenshots show the configuration and results. What am I missing in my GI setup? Any information would be helpful. Thanks. 

Relations Setup:

 

Results Grid:

 

 

Inquiry Results:

 

 

 

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Best answer by Naveen Boga 3 June 2022, 19:27

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Userlevel 7
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Hi @FrancesPantelidakis24  Can you please share the XML format of GI here?

 

 

Userlevel 2
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Hi Naveen,

 

Here you go.

 

Thanks, 

Frances 

 

 

Userlevel 7
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Hi @FrancesPantelidakis24  Below are the changes that are missed. 

You can add the below changes and verify them.

 

In the RELATIONS tab.

 

CONDITIONS tab: To show only Invoices (Type = Bill)

 

Here is the final result. If required you can more fields in the RESULTS tab.

 

 

 

Userlevel 2
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HI Naveen,

 

Great one more question so I just add these additional items and leave the other configuration before as is? Correct?

 

Thanks, 

Userlevel 7
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Yes @FrancesPantelidakis24  That is correct!

Userlevel 2
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Thanks I will try this and let you know if I have any questions. 

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