Acumatica Community Webinar - Management by Exception: Creating a Generic Inquiry for Discrepancy Monitoring - March 26, 2025 | 9am - 10am PT

Description

Learn how to build a powerful generic inquiry to quickly identify discrepancies between actual and expected values in Acumatica. These generic inquiries can power dashboards, reports, and automations in Acumatica, helping your team focus on potential issues that require their attention.

This webinar was developed in response to questions from the 'Managing Operations by Exception' session at Summit 2025, where I demonstrated how generic inquiries can highlight records needing manual intervention due to unexpected values on customer POs, data entry errors, or workflow gaps

Audience

Skill level: Intermediate

Attendees should be familiar with creating generic inquiries and joining multiple tables.

Presented by Neil Cantral | Director of IT | Acumatica MVP

Wilmar, LLC

Recording Below

Presentation Attached