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Question

How to include two unrelated tables (OTP & TaxHistory) with only a FinPeriod filter in a single GI?

  • July 3, 2025
  • 4 replies
  • 76 views

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Hi everyone,

I’m trying to build a Generic Inquiry that combines:

OTPAPPurchaseFiltered: to show a total amount based only on FinPeriodID (Created View inSQL)

TaxHistory: to show tax details for the same FinPeriodID, but filtered by Vendor and finperiodid which is from OTP in my GI

My goal is:

OTP should not be restricted by Vendor — only by FinPeriod. OTP should only show data from that view based on Finperiod that user selected.

TaxHistory should be filtered by FinPeriod + Vendor.

I can get this to work if I join OTP to TaxHistory, but then the OTP total also filters by Vendor, which I don’t want.

If I try to keep OTP as a separate root Data Source, the GI compiler drops the table (FinPeriodID cannot be used because the table is not joined).

I added valid Conditions and fields in the Results Grid but still see the error.

My question:
What is the best practice to show independent results from two different tables with a common FinPeriod filter, when they can’t be joined directly on other fields. I am going to include more tables based on finperiod only that shows data related to that finperiod

 

I have attached two XML files below. 
 

4 replies

bcoutermash09
Jr Varsity III
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  • Jr Varsity III
  • July 4, 2025

Hi tahayabali! Both XMLs include a data source that is not present in this post. Can you please explain exactly what details you are trying to display in your GI(s)? Are you simply looking for the taxes as a whole paid to Vendors by Financial Period? 


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  • Author
  • Captain I
  • July 4, 2025

Hi, Both GIs have tax summary and OTP view (created in SQL) to get the independent results in result columns based on Finperiod ID 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • September 24, 2025

Hi ​@tahayabali were you able to find a solution? Thank you!


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  • Author
  • Captain I
  • September 24, 2025

no. starting working on it from tomorrow.