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Can you use formula in a Generic Inquiry parameter? Display GI record based on percentage.

  • February 2, 2026
  • 5 replies
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J
Semi-Pro III
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Hi! The goal of the generic inquiry is to be able to display a list of customers based on the percentage set in the parameter. 

Right now the generic inquiry is grouped by customer and displays all customers with their Net Sales and last order date. There are two parameters, one is last order date, where it displays a list of customers with last order date less than or equal to what is specified. And the other will be percent. Where users should be able to enter a value as percent, and the GI should display only a list of customers based on that percentage.

For example, if there are 100 customers with last order date on or before today, and 25 is specified in the percent parameter. Then the GI should only display 25 percent of the 100 customer records.

Is it possible to achieve this with Generic Inquiry? I’m not able to create a parameter where users can enter values that is not tied to a scheme field. I can’t enter a formula in the parameter or advanced filter either. 

Any suggestions on how to tackle this? Thanks!! 

Best answer by darylbowman

I don't think this is possible. The only way I know of to limit a GI result based on count, is by using the GI fields designed for this purpose.

5 replies

nickcerri32
Semi-Pro III
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  • nickcerri32
  • Semi-Pro III
  • February 2, 2026

​@jzhu Build another GI using the first GI as a Data Source.  Then you’ll be able to select parameters based off of fields in the first GI.

Nick - If we helped give us a Like. If we answered your question, select the Best Answer option.
    J
    Semi-Pro III
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    • jzhu
    • Author
    • Semi-Pro III
    • February 3, 2026

    Hi ​@nickcerri32 I’m not sure I understand this approach. The “percent” parameter doesn’t have a field tied to it, I don’t think. It’s supposed to be something where the user enters a number in that parameter, and the GI only returns that percentage of records. Can you elaborate a little on your thought please? Thanks! 

    nickcerri32
    Semi-Pro III
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    • nickcerri32
    • Semi-Pro III
    • February 3, 2026

    ​@jzhu - OK, I may have misread you, but I still believe this method may work.  Just to clarify:

    For example, if there are 100 customers with last order date on or before today, and 25 is specified in the percent parameter. Then the GI should only display 25 percent of the 100 customer records.

    Which 25 percent?  The top 25?  The bottom 25?  If you can create a formula in this field to determine that percentage, you can create another GI based on this GI and use that field in the parameters selection.

    Nick - If we helped give us a Like. If we answered your question, select the Best Answer option.
      J
      Semi-Pro III
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      • jzhu
      • Author
      • Semi-Pro III
      • February 3, 2026

      ​@nickcerri32 It doesn’t matter whether it’s the top or bottom 25 percent. So you are suggesting that in a sub-GI, actually create a field called “percent” first, and then when creating the percent parameter in the main GI, use the percent field from the source GI. I think I understand what you are saying now. But the percent wouldn’t be pre-determined though, because it could be anything depending on what the user enters when running the GI. Or is it possible to hard code 1-100 in a column in GI? 

      darylbowman
      Captain II
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      • darylbowman
      • Answer
      • February 4, 2026

      I don't think this is possible. The only way I know of to limit a GI result based on count, is by using the GI fields designed for this purpose.

      Daryl⚡Freelance Acumatica developer (MVPx3🏆) 🛒store.deftstrokesdev.com ⏩linkedin.com/in/darylbowman
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