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Acumatica Generic I...
Add total to a GI
 
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Questions Add total to a GI

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Tim Rodman 5 years ago
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Dan Miller
Posts: 40
 Dan Miller
Topic starter
March 19, 2018 7:08 pm
(@danmiller47)
Trusted Member
Joined: 5 years ago

I'm pretty new at this, and have written a few GIs that, for the most part, I'm pleased with.  But, and I  hope this is a simple question, but how do I get a total? 

Say I've got a simple GI, maybe all open sales orders.  How do I total at the end (or the beginning is fine) of all of the total amounts that are listed?  I've tried aggregate, aggregate on separate line, etc.  all to no avail.  

Help!


12 Replies
Tim Rodman
Posts: 3193
 Tim Rodman
Admin
March 20, 2018 12:17 am
(@timrodman)
Famed Member
Joined: 10 years ago

You and me both Dan. I wish it would display a total. This is actually a fairly popular request. You can add your vote here:
https://feedback.acumatica.com/ideas/ACU-I-715

Note, the suggestion has been out there for almost three years at this point:

 

But I feel pretty confident that this will eventually get added because Acumatica has paid a lot of attention to Generic Inquiries and they continue to make them better.


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Dan Miller
Posts: 40
 Dan Miller
Topic starter
March 20, 2018 11:23 am
(@danmiller47)
Trusted Member
Joined: 5 years ago

Wow--so surprised.  Thanks.


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Tim Rodman
Posts: 3193
 Tim Rodman
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June 26, 2018 10:32 pm
(@timrodman)
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Joined: 10 years ago

This is now at 63 votes, enough to land in the top 10 of most popular ideas.


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MichaelHansen
Posts: 149
 MichaelHansen
July 2, 2018 11:40 am
(@michaelhansen)
Estimable Member
Joined: 6 years ago

I'm a bit late to the party, but as @timrodman said, it's not an option. However, you can add the totals via the report writer if you're comfortable making a report out of your GI. 


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Tim Rodman reacted
bsstmrs
Posts: 6
 bsstmrs
March 1, 2019 1:39 pm
(@bsstmrs)
Active Member
Joined: 5 years ago

I believe they demo'd this at Summit as a new feature in 2019 R1.  You will have to upgrade to get there, but seems long awaited.


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Tim Rodman
Posts: 3193
 Tim Rodman
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March 8, 2019 11:03 pm
(@timrodman)
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Joined: 10 years ago

I noticed it during the Summit too. Looks like it's now a feature in Acumatica 2019 R1.

Here is a screenshot picture that I took during the keynote at the Summit:

https://twitter.com/TimRodman/status/1089908317823078400


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Tim Rodman
Posts: 3193
 Tim Rodman
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March 8, 2019 11:38 pm
(@timrodman)
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Joined: 10 years ago

I just checked my own 2019 R1 environment. Looks pretty easy to use.

Just use the Total Aggregate Function field on the RESULTS GRID tab of the Generic Inquiries (SM208000) screen to define the total like this:

 

Then it will appear in the new Totals area for the Generic Inquiry:


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Paul Gilfoy and daniel reacted
Gustavo Carrasquillo
Posts: 37
 Gustavo Carrasquillo
August 24, 2020 6:02 pm
(@gustavo-carrasquillo)
Trusted Member
Joined: 5 years ago

Hi to all!!

So, I created this GI (attached picture) to compare current daily sales with daily sales last year. It's working like a charm! However I would like to have a total amount for all the Salespersons at the bottom:

GISalesAgo24

Is it possible? If it is, how?
Thanks in advance! 


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NickSM
 NickSM
(@nicksm)
Joined: 5 years ago

Trusted Member
Posts: 46
August 24, 2020 10:16 pm
Reply toGustavo CarrasquilloGustavo Carrasquillo

@gustavo-carrasquillo

I believe that you can do a Total Aggregate Function for the field in question using SUM, however this only diplays at the bottom of the GI. 

image

As you can see from the below screenshot it is just a question of adding the needed aggregate to the row.

image

My question to everyone else. Would it be useful to show this in Data Table widget as well? Currently the Total Functions won't come through on a widget.


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Paul Gilfoy and daniel reacted
Gustavo Carrasquillo
 Gustavo Carrasquillo
(@gustavo-carrasquillo)
Joined: 5 years ago

Trusted Member
Posts: 37
September 4, 2020 6:04 pm
Reply toNickSMNickSM
Gustavo Carrasquillo

@nicksm it worked like a charm! Thanks for your input!


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NickSM
 NickSM
(@nicksm)
Joined: 5 years ago

Trusted Member
Posts: 46
September 6, 2020 4:26 pm
Reply toGustavo CarrasquilloGustavo Carrasquillo
NickSM
Gustavo Carrasquillo

Hi @gustavo-carrasquillo Glad to hear 😊


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Gustavo Carrasquillo reacted
Tim Rodman
 Tim Rodman
Admin
(@timrodman)
Joined: 10 years ago

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Posts: 3193
October 7, 2020 10:50 pm
Reply toNickSMNickSM
Gustavo Carrasquillo
NickSM
Gustavo Carrasquillo

@nicksm That might be nice to have in a Dashboard Widget. I wonder though if dropping a Pivot Table Widget on a Dashboard might accomplish the same effect in many situations.


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