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?
Answer
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.
+17HI
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?
+17Hi
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.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
+7Hi
Robert Sternberg, Crestwood Associates -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.
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?
+17
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.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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?
+17Awesome! 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.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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?
+17Awesome! 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
+17Hi
Can you share the error in screenshots?
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