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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).
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Questions Adding an empty editable cell to a generic inquiry?

Acumatica Generic Inquiries & Pivot Tables
Last Post by Alec Axelblom 2 weeks ago
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Alec Axelblom
Posts: 12
 Alec Axelblom
Topic starter
March 14, 2022 11:09 am
(@alec-axelblom)
Member
Joined: 1 year ago

I have a generic inquiry linked to Sales Orders. Each line in a SO becomes its own line in my generic inquiry. I would like to have an empty cell column in my generic inquiry where I can add some text manually. Is that possible? 

 

Closest I've gotten is being able to update the description of the SO through the generic inquiry, but that's unnecessarily complicated. I just want a simple empty text box for me to write some text which do not influence anything else in the program.

 

Sadly the "note" linked to the SO line is already often taken by other relevant information, so I can't use that. 

 

Thanks in advance!

 

6 Replies
Coen Pretorius
Posts: 9
 Coen Pretorius
March 18, 2022 3:10 am
(@coen-pretorius)
Member
Joined: 2 years ago

Do you want the data to be saved in the database against the relevant sceen?

Can you add a custom field to the relevant screen and include that in your inquiry?

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Alec Axelblom reacted
Alec Axelblom
 Alec Axelblom
(@alec-axelblom)
Joined: 1 year ago

Member
Posts: 12
March 22, 2022 12:17 pm
Reply toCoen PretoriusCoen Pretorius

@coen-pretorius 

 

Hello,

No data would have to be saved in any other database/page. I simply would like it to be shown in the inquiry. 

Basically a lot of people sit in this inquiry and track specific large shipments and they want to be able to type in specific info for each shipment that can only be seen in this inquiry. They do not want to do this from the SO (takes too long time to enter each individual SO). I would have loved to use the Notes but it sadly is taken already for other data. 

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Royce Lithgo
Posts: 544
 Royce Lithgo
March 20, 2022 9:38 pm
(@roycelithgo)
Member
Joined: 3 years ago

Other than Notes you can't modify the results of a Generic Inquiry. You could always use tags inside notes to segregate data. 

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Alec Axelblom reacted
Alec Axelblom
 Alec Axelblom
(@alec-axelblom)
Joined: 1 year ago

Member
Posts: 12
March 22, 2022 12:18 pm
Reply toRoyce LithgoRoyce Lithgo

@roycelithgo 

 

Thank you Royce. I was afraid of that. 

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danielbyrum
Posts: 26
 danielbyrum
March 22, 2022 12:29 pm
(@danielbyrum)
Member
Joined: 3 years ago

Have you tried adding a UDF and attaching a side panel to your GI? Your team would still need to type each SO individually, but they could stay on the GI and just open the side panel. And with an additional UDF, you won't be taking up space in the notes field.

We use this method to track supply issues. As with most industries, finding stock to sell is difficult. So we added UDFs and tied it to the Sales Orders screen to quickly capture notes on each order. Hope this helps.

image
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Tim Rodman reacted
Alec Axelblom
 Alec Axelblom
(@alec-axelblom)
Joined: 1 year ago

Member
Posts: 12
January 21, 2023 7:45 pm
Reply todanielbyrumdanielbyrum

@danielbyrum Sorry for the late reply and thanks for trying to help! However I am working in Visma.net (Basically a Swedish copy of Acumatica) and it doesn't allow us access to customisation projects, which I assume UDF is linked to. I haven't seen anything like the UDF you show me in Visma.net. Really wish we could access customisation projects..

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