Skip to main content
Answer

Creating a Generic Inquiry with External SQL Data in Acumatica 24R2

  • February 10, 2025
  • 4 replies
  • 138 views

Forum|alt.badge.img

I successfully created a data provider for an external SQL database and can retrieve data using an import scenario. However, I’m struggling to build a Generic Inquiry (GI) that combines data from both the external database and Acumatica tables.

My goal is to create a GI that pulls accounts on hold from our external production management system and compares them to the same account numbers in Acumatica. This would help our accounting team identify which accounts need to be placed on hold in Acumatica—an initial step toward future automation.

Given that import scenarios can access external data, I would expect this to be a straightforward task. Any guidance on how to achieve this would be greatly appreciated.

Thanks in advance!

Best answer by lauraj46

Hi ​@mtcook ,

I don’t think that you can access an external data source directly (at least not OOTB) in a Generic Inquiry. 

You could create a custom DAC in Acumatica, use the import scenario to populate that table, and then build your joins using the custom DAC. 

Another strategy, if you don’t want to pull all of the external data into Acumatica, might be to build a Data Warehouse which connects to both Acumatica and the External data source.

Hope this helps!

Laura

4 replies

lauraj46
Captain II
Forum|alt.badge.img+8
  • Captain II
  • Answer
  • February 10, 2025

Hi ​@mtcook ,

I don’t think that you can access an external data source directly (at least not OOTB) in a Generic Inquiry. 

You could create a custom DAC in Acumatica, use the import scenario to populate that table, and then build your joins using the custom DAC. 

Another strategy, if you don’t want to pull all of the external data into Acumatica, might be to build a Data Warehouse which connects to both Acumatica and the External data source.

Hope this helps!

Laura


Samvel Petrosov
Jr Varsity II
Forum|alt.badge.img+8

Could you please share more details on this issue?

It is not clear from your question what is the actual issue with this part.

However, I’m struggling to build a Generic Inquiry (GI) that combines data from both the external database and Acumatica tables.
 

Can you maybe add examples of the data in Acumatica and the data pulled from 3rd party software?


BenjaminCrisman
Acumatica Employee
Forum|alt.badge.img+4
  • Acumatica Support Team
  • February 11, 2025

@mtcook Seems that we’ll need some images and more details about how it’s not working. I understand the process so far, but when you mention that you’re struggling to build a GI it’s impossible to know which aspect you’re struggling with. Can you please provide some more context on the issue you’re facing with the GI?


Forum|alt.badge.img
  • Author
  • Jr Varsity III
  • February 12, 2025

The part that I am struggling with is not the building of a GI but being able to pull data from the external database. I have a data provider that I have created and I can see the tables in the schema of the data provider but when I go to build a GI I am unable to see those external tables or add them as tables to the GI. It appears that the DAC approach is the way I am going to need to go. Does anyone have a link to a tutorial or technical document about building a DAC and then populating that table with data from an external table?