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Custom Explore Query

December 28, 2013 by Tim Rodman

One of my favorite features in Sage 500 is Business Insights Explorer. Recently though, I was pleased to discover that Acumatica has a similar feature.

Each module in Acumatica has an Explore section in the Work Area area. For example, in the Accounts Payable module, there are five menu options available in the Explore section: Vendor Summary, Vendor Details, Bills Pending Payments, Checking Pending Printing, and 1099 Year Summary.
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However, you have the option to add your own menu options using the Generic Inquiry feature located at System -> Customization -> Manage -> Generic Inquiry.

Just create a title for your inquiry and fill out the tabs on the bottom. I’m going to create a simply list of vendor invoices by filling out the following information in the Generic Inquiry screen:

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As long as you fill out the Site Map Location and Site Map Title fields, your new custom inquiry should be available on the Acumatica menu like this (after you save it of course):

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In my Vendor Invoices inquiry, you can now just input a beginning and ending invoice date, then click the Refresh icon, and the list of invoices will appear in the grid below. Since Acumatica knows what each field is, it makes the file attachment and record note icons available for each record in the grid. It also gives you a hyperlink on the Reference Nbr. and Vendor fields which allows you to click the link and automatically be taken to the actual invoice or vendor screens.

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In conclusion, this is a very flexible and powerful feature that allows you to create data inquiry screens on the Acumatica menu that are customized to fit your company’s specific business needs.

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica Blog, Acumatica Generic Inquiry, Acumatica Training, Acumatica vs. Sage 500, Sage 500 ERP Explorer Alternatives

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