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Vendor Default Payment method GI

  • October 13, 2022
  • 4 replies
  • 428 views
R
Freshman I

Hello,

 

I am trying to write a GI that allows me to see the Default payment method and cash account for all vendors, and I am struggling to get there.

Would anyone know which table i need to relate in order to show that? I am using the default Vendor GI as a starting point.

Best answer by BenjaminCrisman

Hi @rgilreath! To get the default payment information you’ll need to join the vendor table to the Location table (probably on BAccountID = BAccountID).

Though there is already an out of the box GI which has this join and it’s the Vendor Locations GI and Payment Method can be grabbed from the column configurator by default!

    4 replies

    BenjaminCrisman
    Acumatica Employee
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    • BenjaminCrisman
    • Acumatica Support Team
    • Answer
    • October 13, 2022

    Hi @rgilreath! To get the default payment information you’ll need to join the vendor table to the Location table (probably on BAccountID = BAccountID).

    Though there is already an out of the box GI which has this join and it’s the Vendor Locations GI and Payment Method can be grabbed from the column configurator by default!

    R
    Chris Hackett
    jyounes
    E
    Varsity I
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    • etrojan28
    • Varsity I
    • October 13, 2022

    @rgilreath

     

    I used the following tables below. Basically copied the Vendors GI and added the CR.Location table and joined to AP.VendorR by bAccountID to bAccountID. 

     

     

    R
    Chris Hackett
    M
    Freshman I
    • mmalta
    • Freshman I
    • July 25, 2023

    Hi  etrojan28,

    I’m trying to mirror what you did here as I would like to add the default payment method to the Vendor GI. I’m getting an error that won’t let me save the new inquiry asking me to join with the related table. Perhaps I’m missing a step. Could you post a screen shot of the Relations tab of your inquiry?

    Thank you for sharing this.

    BenjaminCrisman
    Acumatica Employee
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    • BenjaminCrisman
    • Acumatica Support Team
    • July 25, 2023

    Hi @mmalta! I would recommend to share a screenshot of your GI since it will be faster for us to see and recommend the correct configuration.

    Thanks!

    Chris Hackett
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