I am trying to create a generic inquiry that groups on a formula. However I am getting the error in the following screenshot:
The help file for the Generic Inquiry screen specifically states that I can add a formula so I am not sure what I am doing wrong. Any ideas?
On another note, if there is a table in Acumatica that breaks the subaccount into their segments I would much prefer to use that but I have been unable to find one.
Appreciate any help that you can provide!
Best answer by Robert Sternberg
Hi Stephanie,
The yellow icon in Acumatica is a warning to provide possible issues with the field indicated. If the warning was a red X then you would not be able to save and run the generic inquiry. You will receive similar warnings when running any calculation in a Generic Inquiry for grouping.
+16Hi
Can you send me the screenshot of the Tables on the GI as i have used something like this before and it works fine. I just did a quick test and it works fine on 23R1 for your example. Just check that the Alias is Sub for this Table on the GI
+16Strange can you send me the GI in xml format will plug it in to my pack and check it
+7Hi Stephanie,
The yellow icon in Acumatica is a warning to provide possible issues with the field indicated. If the warning was a red X then you would not be able to save and run the generic inquiry. You will receive similar warnings when running any calculation in a Generic Inquiry for grouping.
Good grief. I should have caught that. It was originally red and would not save but I hade fixed that problem so the yellow one threw me off. I appreciate your help with this. Sorry I didn’t figure it out myself.
Just in case you might now, is there a table in Acumatica that contains the subaccount with each segment as a column. They used to have one in Dynamics SL and I was hoping Acumatica had done something similar but I have been unable to find it.
+7No problem at all, maybe it will help someone in the future.
There are a few DACs that contain the subaccounts as segments however if you already have Sub in your structure try this:
=Substring( [Sub.SubCD], START POS, LENGTH )
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