Need GI with bill-to address, contact and customer shipping account info

Hi, please private message me and i’ll help you through the process. Also, I find that using ChatGPT Perplexity and many other AI tools help and often can successfully create these and give you step by step directions.

Step 1: Open the Generic Inquiry Screen

1. Navigate to the Generic Inquiry screen:
   • Go to System Management → Inquiries (SM208000).
2. Click + New Inquiry in the top toolbar.

Step 2: Add Basic Information

1. In the Title field, enter a meaningful name like Customer Billing and Shipping Info.
2. In the Screen ID, leave it blank (it will auto-populate when you save).

Step 3: Link the Necessary Tables

To get the required information, you’ll need to link the correct database tables in Acumatica.

1. Go to the Tables Tab:

   • Click the + Add Row button to add a new table.

2. Add the following tables:

   • Customer (AR303000): This holds general customer information.
   • CustomerBillingContact: Contains the billing address and contact details.
   • CustomerShippingContact: Contains the shipping account and carrier details.

3. Define how the tables relate:

   • In the Join Type, select Inner Join for each added table.
   • Set relationships:
     • Customer → CustomerBillingContact: Match Customer.BAccountID to CustomerBillingContact.BAccountID.
     • Customer → CustomerShippingContact: Match Customer.BAccountID to CustomerShippingContact.BAccountID.

Step 4: Add Fields to Display

1. Switch to the Results Grid Tab.
2. Click + Add Row for each field you want to display:
   • Customer.AccountCD: This shows the customer ID.
   • Customer.AcctName: This shows the customer name.
   • CustomerBillingContact.Attention: The contact person for billing.
   • CustomerBillingContact.AddressLine1, City, State, PostalCode: The billing address.
   • CustomerShippingContact.CarrierID: The carrier ID for the customer’s shipping.
   • CustomerShippingContact.CarrierAccount: The account number for the customer’s shipping.

Step 5: Add Conditions (Optional)

If you want to filter the list (e.g., only active customers), do the following:

1. Go to the Conditions Tab.
2. Add a row for filtering:
   • Example: Customer.Status = ‘Active’.

Step 6: Preview and Save

1. Click Preview on the top toolbar to see the data you’re pulling.
2. If the results look good, click Save.

Step 7: Export to Excel

1. Once the GI is saved, click the Export to Excel button in the top-right corner to download the information.

Thank you for reaching out!  I got stuck, becuause I think the naming conventions are different.

See attached screenshots and let me know what questions you have for me, please. 

Thank you so much!

Sheila

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

Hi Chris,

No, I’m still not able to figure out how to export the data I wanted…

Thanks for checking in!

Sheila