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Question

How to Report Sales of Items by Specific Vendor Over Last 3 Months

  • June 18, 2025
  • 0 replies
  • 53 views

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Hi everyone,

I’m trying to create a report or Generic Inquiry in Acumatica that shows all sales (quantities and amounts) of items associated with a specific Vendor ID — for example, Coca-Cola — within the last 3 months.

I want to be able to:

  • Input or filter by Vendor ID

  • List all items linked to that vendor (based on the vendor-item relationship)

  • Show the total quantity sold and total sales amount for each item

  • Limit results to only invoices from the last 3 months

Has anyone built something similar or can guide me on how to structure this using the correct tables and joins (e.g., ARTran, InventoryItem, POVendorInventory, ARInvoice)?

Thanks in advance for any help or suggestions!