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Questions Forecast Inventory Report

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Jswartz 5 years ago
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Jswartz
Posts: 18
 Jswartz
Topic starter
March 3, 2021 1:59 pm
(@jswartz)
Eminent Member
Joined: 6 years ago

I am trying to create an inventory forecast report using a Generic Inquiry however I am having trouble finding a way to link in the orders that haven't been shipped. I use the AR Tran and the Insite status to gather the data of items that have been sold and shipped however I can't seem to add orders that have been placed but not yet completed. Has anyone tried to create something similar to this?

 

Thanks in advance for the help!


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Tim Rodman
Posts: 3204
 Tim Rodman
Admin
April 27, 2021 12:11 am
(@timrodman)
Famed Member
Joined: 11 years ago

I think what you're trying to do here is a UNION statement in SQL. You could create a SQL View and link it to a custom Data Access Class in Acumatica or you could try using the Wyatt.ERP Technique outlined in this post (click here) to accomplish this. Pay attention to the creative use of Attributes in that post. You could use the same technique to accomplish a UNION statement in a Generic Inquiry.


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Jswartz
 Jswartz
(@jswartz)
Joined: 6 years ago

Eminent Member
Posts: 18
May 18, 2021 10:46 am
Reply toTim RodmanTim Rodman

@timrodman Thanks for pointing that out I will definitely follow that guide!


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