Question

Can you copy filters along with the Generic Inquiry?

  • 21 November 2022
  • 2 replies
  • 42 views
S
Rank

I know you can copy a GI and I do that often, but it doesn't copy the "View Inquiry" filters. I create an inquiry for each month and use the same filters using "Save as" and create multiple tabs. The GI is the same for each month, but the filters are slightly different each month so I can't just use the same GI and Parameters to pick the date range. Am I missing something in the copy process or does Acumatica assume you don't need the same filters when coping the GI?

2 replies

Kandy Beatty
Rank
Userlevel 7
Badge +16

Hi @stephengorsch 

Could you share a screenshot of what you are talking about?

Also, have you considered Conditions on your 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*.
Chris Hackett
Rank
Userlevel 7
Badge

Hi @stephengorsch were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved