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.
Best answer by Naveen BogaView original
@FrancesPantelidakis24 Can you please share the XML format of GI here?
Here you go.
@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.
Great one more question so I just add these additional items and leave the other configuration before as is? Correct?
@FrancesPantelidakis24 That is correct!
Thanks I will try this and let you know if I have any questions.