Replies posted by evelkly
Hi @zoeymuff There’s a few ways to do reporting in Acumatica, which you can find in the online help. What you see above (the graphical stuff) comes from the Generic Inquiry screen, which lets you (fairly) easily write queries against your data. As far as I know, all methods of reporting generate an XML file in the background, but you don’t typically need to worry about it.I believe a “normal” user can learn to create the various reporting methods, as long as they can understand the data, how it is accessed/stored, and how to relate it together (such as a sales order (SOOrder) to a sales order line (SOLine).Hope this helps reduce some of your concern.Eric
Hi Erin,You can set a user’s home page in their Profile. To do this, click on their name in the upper right corner of the Acumatica screen and select MY PROFILE. This will open the User Profile screen. At the bottom of the page is the Home Page field, where you can select the specific screen to use.Hope this helps,Eric
Hello!The PO link data is stored in the SOLineSplit DAC. I’ve attached the XML for a simple GI that provides the below results, which includes the field you highlighted. Hopefully this gives you a good base to build upon.Eric In case the XML doesn’t import cleanly, here’s the relevant GI screens, in this case simply filtered to a single SO for brevity:
Hi Erin,I believe you need to use the Return order types (RC, RM, RR) depending on how you need to disposition the return (simple credit or replacement). This handles the credit and subsequent replacement shipment (if needed).Here’s the help files on the Predefined Sales Order TypesI hope this helps,Eric
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