In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
Questions Activities (emails, messages etc.)
I am trying to sort my Purchase orders from time of last activities but have had no luck searching for the activities database. We currently have 240+ open PO's due to numerous supply chain issues with my vendors. I have found a few that have had no follow ups for 5 months. This database should not let anything fall in the cracks and go without an update from my procurement team.
Just some general ideas:
Hmm, you might be able to join activities to your PO GI screen ID: PO3010PL. (this way you could sort by a last modified date within the GI) There is a PO lastModifiedDateTime, but I don't believe this updates with email activity. I think the generic inquiry is the way to go if you can find the email activity field you need and join it to the above-mentioned screen id.
One step further: Using business events that are triggered by a set amount of time to notify the vendor the PO is still open. Or to notify purchasing a PO is still open via email, sms, or mobile app. I am not sure if this is possible.
Today I found PX.Objects.CR.CRActivity, but still not sure how to link it to the Purchase order or how they are connected.
Try left join (POOrder to CRActivity) with this:
POOrder.NoteID = CRActivity.RefNoteID