AugForums.com

An Acumatica User Group

  • Free
    • Start Here
    • Rolodex
    • Podcast
    • Blog
    • Forums
  • Paid
    • AugSQL
    • GI Course
    • GI Library
    • Consulting
  • Register
Acumatica Forums

By using this website, you agree to our Terms of Use (click here)

Forums
AUG Forums
Acumatica Generic I...
Creating a Generic ...
 
Notifications
Clear all

Questions Creating a Generic Inquiry

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Tim Rodman 9 years ago
7 Posts
3 Users
1 Reactions
6,134 Views
RSS
scooter
Posts: 23
 scooter
Topic starter
May 11, 2017 1:27 am
(@scooter)
Eminent Member
Joined: 9 years ago

Hi Everyone,

Where do I go to create a generic inquiry?


6 Replies
Tim Rodman
 Tim Rodman
Admin
(@timrodman)
Joined: 10 years ago

Famed Member
Posts: 3199
May 11, 2017 1:30 am
Reply toscooterscooter

Hi Scooter,

You'll need access to the SYSTEM -> Customization -> MANAGE -> Generic Inquiry screen in Acumatica to create a generic inquiry.

For more info on building a generic inquiry, checkout this post:
http://www.augforums.com/building-generic-inquiries-isnt-scary/


Reply
scooter
Posts: 23
 scooter
Topic starter
May 12, 2017 11:33 pm
(@scooter)
Eminent Member
Joined: 9 years ago

That's very helpful. I think you are right. It's not scary!


Reply
POTATO_GHOST
Posts: 16
 POTATO_GHOST
June 27, 2017 3:23 pm
(@potato_ghost)
Member
Joined: 9 years ago

Hi Tim! 

  I would like to start off by saying that I am very impressed with the layout of your site.  This site has a very user friendly feel to it, and I feel it will be a very useful tool to all members.  My question concerns creating a Generic Inquiry.  When I click on the results grid tab under Generic Inquiries in my Acumatica version 6.1, I do not see the caption box option.  I look for it to be in the column next to schema field where I often see it on other peoples Acumatica, but I do not have this option on mine for some reason.  I would really like to enable this feature in our Acumatic. When I am creating Generic Inquiries, and I use a formula, and pick my format in the Schema Field, I would like to rename the column to make it more identifiable.  I usually get a long confusing formula title that I do not know how to change.  I do understand that I could use Power Query in Excel or Power BI to record the step of changing the column name, but it would be handy to know how to rename the column right from the get go in Acumatica for when I am using the generic inquiries for dashboard reports.  Can you or any one please help me with this problem?


Reply
Tim Rodman
Posts: 3199
 Tim Rodman
Admin
June 27, 2017 3:34 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Hey Potato Ghost,

Congratulations on being the first non-muppet to post in the ARC Forums!

I LOVE the username and animated avatar. Nice creativity.

To show the Caption column, it's just like showing any column in any grid. You just have to click the icon in the upper left-hand corner next to the paperclip like this:

Then highlight the Caption column and click the right arrow to move it from the Available Columns area to the Selected Columns area.

Does that work for you?


Reply
Matt Tries to Do Things reacted
POTATO_GHOST
 POTATO_GHOST
(@potato_ghost)
Joined: 9 years ago

Member
Posts: 16
June 27, 2017 4:28 pm
Reply toTim RodmanTim Rodman
Hi Tim! 
   I am glad you  like my floating potato avatar haha and also, I am very grateful for the speedy response. Yes! Your solution did work for me, 100%.  I really appreciate the help, it is the little things I seem to get stuck on the most it. I will have more questions coming up in the future, and I look forward to participating in weighing in on other's posts as well.  
 
       Thanks Again, 
                      -Potato_Ghost
 

Reply
Tim Rodman
Posts: 3199
 Tim Rodman
Admin
June 27, 2017 8:48 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Sounds great. Looking forward to the future questions.


Reply
Forum Jump:
  Previous Topic
Next Topic  
Forum Information
Recent Posts
Unread Posts
Tags
  • 12 Forums
  • 2,527 Topics
  • 10.9 K Posts
  • 18 Online
  • 2,412 Members
Our newest member: Peter Paasch
Latest Post: Can't export GI's to excel that contain the FATrans DAC after upgrade to 2025 R1 in less than 25 min
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Online Members

 No online members at the moment

Acumatica Forums

Terms of Use & Disclaimers :: Privacy Policy

Copyright © 2026 · AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.

‹›×

    ‹›×