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 TharidhiP
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Thank you for sharing your solution with the community
Hi everyone the issue was sorted. There were some grouping that had to be removed to accomadate the line notes.
Hi
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
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!
Regards,
Sweta
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