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Question

Can you copy filters along with the Generic Inquiry?

  • November 21, 2022
  • 2 replies
  • 68 views

stephengorsch
Freshman I

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
Captain II
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  • Captain II
  • November 21, 2022

Hi @stephengorsch 

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

Also, have you considered Conditions on your GI?


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • January 18, 2023

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