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How can i create a GI to display monthly forecast

  • November 11, 2024
  • 1 reply
  • 101 views

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How can i create a GI which can display month wise Forecast just as same as Inventory Analysis report.

 

 

Best answer by Laura03

Hello,

What steps have you tried?

When I’m trying to mimic a Report in a GI, the first thing I do is open the report in Acumatica Report Designer, go to File, Build Schema, and take Screen Shots of the Tables, Relationships, Parameters, Filters, and Sorting/Grouping tabs.  I paste all the screenshots in a document, such as Word.

Generic Inquiries use the same Building Blocks as Acumatica Report Designer:  Start your new Generic Inquiry by selecting the same Tables, Relationships, Parameters, Filters, Sorting, and same Grouping that you just recorded from your favorite Inventory Analysis report . Add fields to the Results Grid, in the same order they appear on your Inventory Analysis report.

Good luck!

 

Laura

1 reply

Laura03
Captain II
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  • Captain II
  • Answer
  • November 12, 2024

Hello,

What steps have you tried?

When I’m trying to mimic a Report in a GI, the first thing I do is open the report in Acumatica Report Designer, go to File, Build Schema, and take Screen Shots of the Tables, Relationships, Parameters, Filters, and Sorting/Grouping tabs.  I paste all the screenshots in a document, such as Word.

Generic Inquiries use the same Building Blocks as Acumatica Report Designer:  Start your new Generic Inquiry by selecting the same Tables, Relationships, Parameters, Filters, Sorting, and same Grouping that you just recorded from your favorite Inventory Analysis report . Add fields to the Results Grid, in the same order they appear on your Inventory Analysis report.

Good luck!

 

Laura