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GL Quantity Inquiry - Account Detail

  • August 21, 2024
  • 1 reply
  • 36 views

We have a client that will be keeping track of statistics by using the Quantity field within the Journal Transaction screen but there isn’t a way to have it show in the current inquiry screens. 

Below is a screenshot of the Account by Period inquiry screen and I was wondering if this is even possible to add to the inquiry. 

 

Any help would be greatly appreciated. 

Thank you

Best answer by Laura02

Hello,

Some screens look like Generic Inquiries but are really something different. Users in the Report Designer role will see Edit Generic Inquiry as an option under Customization in the screens we can easily change.

If there is no Edit Generic Inquiry option under the Customization menu, a developer can likely change the Account by Period screen to add the quantity field from transactions and provide sum totals.

New Generic Inquiries using the GLTran DAC can be created to show and/or sum the Quantity field used in transactions.

 

Laura

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Laura02
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  • Captain II
  • 3132 replies
  • Answer
  • August 21, 2024

Hello,

Some screens look like Generic Inquiries but are really something different. Users in the Report Designer role will see Edit Generic Inquiry as an option under Customization in the screens we can easily change.

If there is no Edit Generic Inquiry option under the Customization menu, a developer can likely change the Account by Period screen to add the quantity field from transactions and provide sum totals.

New Generic Inquiries using the GLTran DAC can be created to show and/or sum the Quantity field used in transactions.

 

Laura


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