Hi, is it possible to show attached line level record notes and files in the generic inquiry? We have a custom form with a simple form to record data. Even though a note is already attached it’s not shown in the generic inquiry end. Please let me know how I can show the attached note in the generic inquiry as well.
Best answer by TharidhiPView original
Yes, it is possible to display attached notes and files from line-level records in a Generic Inquiry (GI) in Acumatica.
To accomplish this, I have created a Generic Inquiry based on the SOLine table to show the line-level record notes and files. In the GI summary area, there is a dropdown that allows you to indicate which record the notes column should refer to.
Hope, it helps!
@sweta68, thank you for the suggestion!
I tried this approach but it does not show any output even though there are attached files and notes. I am also basing this inquiry on a custom table created so is that why line files and notes are not visible?
Hi everyone the issue was sorted. There were some grouping that had to be removed to accomadate the line notes.
Thank you for sharing your solution with the community