Hi! Is there a GI or report in Acumatica that shows all transaction type by vendor? All transaction including purchase order, bills, payments, etc. Similar on the customer side as well. The goal is to be able to filter by vendor name and the transaction type, then the GI or report will display all transactions related to that vendor.
I tried creating a GI that links the purchase order table and bills and adj table together by vendor but that did not work.
Any suggestions or ideas would be appreciated!
Thanks!
Best answer by lauraj46
Hi @jzhu ,
If you are just looking for GL transactions, you could consider the Transactions for Period report and add an Additional Filtering Condition for the business account. This will not show purchase orders, but it would include bills and payments. This should work for customer or vendor business accounts.
Another idea would be to create a dashboard with a vendor or customer parameter. On the dashboard you could include separate widgets for each of the transaction types. There is a standard Customer View dashboard along those lines.
A third option is a GI that combines all of the tables. This is possible with some clever joins.
If you are just looking for GL transactions, you could consider the Transactions for Period report and add an Additional Filtering Condition for the business account. This will not show purchase orders, but it would include bills and payments. This should work for customer or vendor business accounts.
Another idea would be to create a dashboard with a vendor or customer parameter. On the dashboard you could include separate widgets for each of the transaction types. There is a standard Customer View dashboard along those lines.
A third option is a GI that combines all of the tables. This is possible with some clever joins.
