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Inventory Summary GI version

  • October 9, 2024
  • 9 replies
  • 256 views

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Hello,

 

I was looking to build a GI replica/version of the data that the Inventory Summary inquiry screen provides. Basically, the same data but not filtered down to only one stock item at a time. I need to see this data for all stock items at once, and the stock item GI is not simple to add these additional fields to since the tables are so different and it’d increase the rows.

 

The inventory summary screen however, which, see below:
 

 

When inspected for customization, it has a “filter” table and a “results” table:
 

 

And both of these tables I can’t figure how to build off of since they expect a filter in order to populate data. But I need to see the same data (all warehouse locations of the stock item + their on hand QTY and the unit cost in that location) WITHOUT the filter down to one stock item at a time applied.

 

I tried guessing from documentation and pulling INsite and INtran both those didn’t give me the right cost or locations. 
 

Does anyone have guidance on how to recreate this to a GI/non-filtered version? Thank you. 

Best answer by lauraj46

Hi @AHanke ,

I noticed that INSiteStatus is not the native DAC but instead is a nested GI.  You can see that by looking at the prefixes on the source name.  That GI itself has errors related to the joins.  I’m not clear why the requirement for the nested GI.  Was that intended?

Additionally, in the relation below the InventoryItem and INSiteStatus tables should be joined by the inventoryID.  The InventoryCD is the human readable field.

 

 

Finally, joining multiple detail tables such as INSiteStatus and INLocationStatus will result in duplicate records.  

Rather than trying to fix this up, I would suggest taking a look at this post from a couple of weeks ago which might set you on the right path.  There are two different GIs linked on this post that might serve as good starting points or models at to how the tables should be joined to display the cost and quantity per location.

Hope this helps!

Laura

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9 replies

lauraj46
Captain II
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  • Captain II
  • 605 replies
  • October 9, 2024

Hi @AHanke ,

You can find the quantity information in INLocationStatus.  For the cost information, it may be more complex depending on how you cost.  The Inventory Balance report (IN615000.rpx) is a good reference to find the relevant DACs.

 

Hope this helps!

Laura


ricoybanez
Jr Varsity III
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  • Jr Varsity III
  • 60 replies
  • October 9, 2024

Hello @AHanke 
Use the following tables, just complete the relationship. Hope this will help you.
 

 

My Output:
 

 


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  • Author
  • Freshman I
  • 11 replies
  • October 9, 2024

@ricoybanez @lauraj46 

Thank you both for the ideas. I’m getting errors when trying to view the output. I have all the column headers in the output that I need but it errors trying to populate. We use FIFO calculation so all the standard cost fields readily available in most tables don’t have the data I need so I tried pulling in more. See the error and then settings below. On the data sources tab, note I don’t have most of these connected/related/defined, this below is just with the ones that have the fields I need added. 


Error:


Relations: (deactivated all that didn’t seem necessary)

All the sources I’ve tried adding:


The main results grid fields:

 

 


lauraj46
Captain II
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  • Captain II
  • 605 replies
  • October 9, 2024

Hi @AHanke ,

If you are able, please export and post the xml for your generic inquiry.

Thanks, Laura


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  • Author
  • Freshman I
  • 11 replies
  • October 9, 2024

@lauraj46 
Here is the export attached.
 


lauraj46
Captain II
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  • Captain II
  • 605 replies
  • Answer
  • October 10, 2024

Hi @AHanke ,

I noticed that INSiteStatus is not the native DAC but instead is a nested GI.  You can see that by looking at the prefixes on the source name.  That GI itself has errors related to the joins.  I’m not clear why the requirement for the nested GI.  Was that intended?

Additionally, in the relation below the InventoryItem and INSiteStatus tables should be joined by the inventoryID.  The InventoryCD is the human readable field.

 

 

Finally, joining multiple detail tables such as INSiteStatus and INLocationStatus will result in duplicate records.  

Rather than trying to fix this up, I would suggest taking a look at this post from a couple of weeks ago which might set you on the right path.  There are two different GIs linked on this post that might serve as good starting points or models at to how the tables should be joined to display the cost and quantity per location.

Hope this helps!

Laura


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  • Author
  • Freshman I
  • 11 replies
  • October 11, 2024

 @lauraj46 

That did help a lot thank you!

I now have everything perfect edited from that other example you linked, however the unit cost is rounded/shortened to only the main dollar (so 18.35 displays as 18 for example) on output. 

Is there an easy way to adjust just that? I can ask on the other post if that’s better. 


lauraj46
Captain II
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  • Captain II
  • 605 replies
  • October 11, 2024

Hi @AHanke ,

The format on the result columns can be configured using the Schema Field column.  The format of whichever field is specified here is used to format the results.  Try removing the schema field in this case and you should see all of decimal places.

 

Hope this helps!

Laura


  • Freshman I
  • 9 replies
  • February 25, 2025

Can you share the finished GI, thank you!


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