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Creating a Vendor List with Emails and Generating a Vendor-Subaccount Report

L
Freshman I

Hi everyone,

I'm looking for guidance on two tasks in Acumatica:

  1. How can I create a list of vendors that includes their email addresses?
  2. How can I generate a report that shows vendors and their associated subaccounts?

Any detailed steps or resources would be greatly appreciated.

Thank you!

Best answer by nhatnghetinh

Hi @Lesia07 

On the Vendor screen, click Edit Generic Inquiry > Add DACs to get data > create relationships for newly added DACs..
Please see the details in the screenshots below.

 

 

 

 

 

 

 

 

 

Best Regards,

NNT

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    3 replies

    nhatnghetinh
    Captain II
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    • nhatnghetinh
    • Captain II
    • 526 replies
    • Answer
    • July 19, 2024

    Hi @Lesia07 

    On the Vendor screen, click Edit Generic Inquiry > Add DACs to get data > create relationships for newly added DACs..
    Please see the details in the screenshots below.

     

     

     

     

     

     

     

     

     

    Best Regards,

    NNT

    I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/truongpham80
    Chris Hackett
    L
    2 people like this
    • Chris Hackett
      Chris Hackett
    • L
      Lesia07
    L
    Freshman I
    • Lesia07
    • Author
    • Freshman I
    • 4 replies
    • July 19, 2024

    Hi, but I don’t see “Customization’’, only Tools. 

     

    nhatnghetinh
    Captain II
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    • nhatnghetinh
    • Captain II
    • 526 replies
    • July 19, 2024

    Hi @Lesia07 

    Please create Access Right for your User using the "Generic Inquiry" feature.

     

    Best Regards,

    NNT

    I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/truongpham80
    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett

    Reply


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