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Does Generic Inquiry support a calculated field that is a 'running total'?

  • 3 November 2022
  • 2 replies
  • 189 views

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I’m trying to create a GI that would look like the following:

Item                                        Beginning Balance               Transaction Qty       Running Balance

12345                                                  10.00                                                                10.00

                                                                                                        20.00                     30.00

                                                                                                         -5.00                     25.00

                                                                                                         10.00                    35.00

                                                                                                        -15.00                    20.00

 

23456                                                   20.00                                                                20.00

                                                                                                        -10.00                    10.00

                                                                                                            8.00                   18.00

 

Is this possible with calculated fields?

Best answer by BenjaminCrisman

Hi @rdennisj57! There isn’t really a way to have a running SUM on a single field in a GI unless you make a custom field or maybe SQL view.

This kind of output would require a report to work correctly

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2 replies

BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • 631 replies
  • Answer
  • November 3, 2022

Hi @rdennisj57! There isn’t really a way to have a running SUM on a single field in a GI unless you make a custom field or maybe SQL view.

This kind of output would require a report to work correctly


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  • Jr Varsity II
  • 16 replies
  • February 22, 2024

Can you suggest an idea of how to build this since the native solution doesn't offer it? I am brainstorming and wondering the same as it would be helpful for a report I have.


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