Hi Team,
In the AR module, our invoices have a "Quantity" field populated. Could you please advise how I can download the quantity data for all invoices within a specific month?
I have not been able to find a download solution.
Thank
Answer
Download AR Quantity
Best answer by Django
I would recommend creating a Generic Inquiry using the ARInvoice and ARTran tables joined on DocType and RefNbr fields. That will allow you to select fields from the header and the detail lines. Generic Inquiry results can be filtered and exported to Excel easily.
They can also be exposed through the OData interface allowing you to pull the results of the Generic Inquiry into Excel or other applications that can make use of an OData connection.
I would recommend creating a Generic Inquiry using the ARInvoice and ARTran tables joined on DocType and RefNbr fields. That will allow you to select fields from the header and the detail lines. Generic Inquiry results can be filtered and exported to Excel easily.
They can also be exposed through the OData interface allowing you to pull the results of the Generic Inquiry into Excel or other applications that can make use of an OData connection.
I would recommend Googling “Acumatica Generic Inquiries” and take a look at the video sections. There are lots of well done instructional videos that will be more informative than what I could post here.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.