I have a customer requesting a report of everything they have rented from us, with prices included. Is there a report out there that has this information on one report?
Solved
Customer Rental activity
Best answer by Kandy Beatty
Hi
I am not sure what an RI order type is but you can write a GI for that and filter based on what is needed.
Here is a GI you could use to get you started, you can set parameters for what you need or just filter on the actual GI.
+18HI
How are you charging them? Is it on a sales order, AR Invoice or Proforma?
HI
How are you charging them? Is it on a sales order, AR Invoice or Proforma?
Hi!
We are charging them by the RI sales order type. Does that help?
+18Hi
I am not sure what an RI order type is but you can write a GI for that and filter based on what is needed.
Here is a GI you could use to get you started, you can set parameters for what you need or just filter on the actual GI.
+7Hi
Thank you both. We are fairly new to Acumatica. So, we’re getting to know our way around.
I’m not sure what a GI is and how do I use this GI script?
+18
Thank you both. We are fairly new to Acumatica. So, we’re getting to know our way around.
I’m not sure what a GI is and how do I use this GI script?
Here are the steps you can take:
- Right click on the Attachment and chose> Save Link As:
- Save as a download and it will be an XML document
- In Acumatica, go to Generic Inquiries and you click the clipboard and chose Import from XML:
- You Choose the File, then Click Open. Then you click Upload File:
The system will import that file for you.
Awesome! So, after it uploads, is there anything I need to do? How do I get to the “Rental Orders” like you showed in the first comment?
+18Awesome! So, after it uploads, is there anything I need to do? How do I get to the “Rental Orders” like you showed in the first comment?
You simply click the View Inquiry green button. The system saves it for you.
Awesome! So, after it uploads, is there anything I need to do? How do I get to the “Rental Orders” like you showed in the first comment?
You simply click the View Inquiry green button. The system saves it for you.
I see that you have a column called “Inventory ID.” I don’t see that as a choice for under Results Grid under the Generic Inquiry. Is there a table I need to change for my data that I have?
+18Awesome! So, after it uploads, is there anything I need to do? How do I get to the “Rental Orders” like you showed in the first comment?
You simply click the View Inquiry green button. The system saves it for you.
I see that you have a column called “Inventory ID.” I don’t see that as a choice for under Results Grid under the Generic Inquiry. Is there a table I need to change for my data that I have?
Which GI are you using? Mine or
Awesome! So, after it uploads, is there anything I need to do? How do I get to the “Rental Orders” like you showed in the first comment?
You simply click the View Inquiry green button. The system saves it for you.
I see that you have a column called “Inventory ID.” I don’t see that as a choice for under Results Grid under the Generic Inquiry. Is there a table I need to change for my data that I have?
Which GI are you using? Mine or
+18Hi
Can you share the error in screenshots?
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