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Question

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

  • February 2, 2026
  • 1 reply
  • 20 views

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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!! 

1 reply

nickcerri32
Semi-Pro II
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  • Semi-Pro II
  • 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.