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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!
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.