Hi @all,
Anyone with an idea on how to create a dashboard tile that summarized all Purchase Receipts, which have not been converted or booked with Supplier Invoices?
Which is the suitable inquiry screen to achieve this?
Solved
Dashboard and widgets
Best answer by Laura02
Hello
To save time, you may consider using the standard Acumatica Inquiry screen Purchases → Purchase Accrual Balance by Period or standard report Purchases → Purchase Accrual Details.
Laura
Hi
To create a dashboard tile that summarized all Purchase Receipt, you need to create a specific Generic Inquiry for summarized Purchase Receipts that have not been converted or booked with Supplier Invoices. Then, on the Dashboard screen, declare the title name of the dashboard. After that, click on the "View" button. After that ,Select the design option and add the widget for this dashboard. For this dashboard, I prefer the Data Table widget. Upload the created inquiry screen and you can view the dashboard.
Hope, it helps!
Regards,
Sweta
+19Hello
To save time, you may consider using the standard Acumatica Inquiry screen Purchases → Purchase Accrual Balance by Period or standard report Purchases → Purchase Accrual Details.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
+16HI
There is a GI on the Purchasing Dashboard titled Unbilled Receipts that may help you. Here is the XML for that:
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