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Questions Generic Inquiry for Reclassify payments in Cash Management

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Tim Rodman 7 years ago
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Peter John Sarador
Posts: 13
 Peter John Sarador
Topic starter
July 4, 2018 8:08 am
(@peter-john-sarador)
Eminent Member
Joined: 4 years ago

Hi Tim,

I just want to ask what are the tables needed to create an inquiry for unidentified receipts with corresponding payment ref nbr. I used CAAdj and CASplitExt but still it didn't work. 

Thank you

 


7 Replies
Tim Rodman
Posts: 3193
 Tim Rodman
Admin
July 4, 2018 4:52 pm
(@timrodman)
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Joined: 10 years ago

Hey Peter,

Can you elaborate a little more on what you mean by "unidentified"?


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Peter John Sarador
 Peter John Sarador
(@peter-john-sarador)
Joined: 4 years ago

Eminent Member
Posts: 13
July 4, 2018 9:16 pm
Reply toTim RodmanTim Rodman

Hi Tim,

Those are transactions appeared in the bank statement as credit but you didn't know who deposited it. I just want to create inquiry for the reclassify payments in Cash Management with the corresponding payment ref nbr. Please see the attached file.

Thank you


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
July 6, 2018 4:13 pm
(@timrodman)
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Joined: 10 years ago

Ah, I've never used this screen before.

It looks to me like the Reclassify Payments (CA506500) screen is showing transactions from the Transaction Details tab on the Transactions (CA304000) screen. You can use the Inspect Element trick (click here for more info) on the Transactions (CA304000) screen to see that the two tables involved are CAAdj for the header fields and CASplit for the line fields.

You can join CASplit to CAAdj on CASplit.AdjTranType=CAAdj.AdjTranType and CASplit.AdjRefNbr=CAAdj.AdjRefNbr.

If you use Inspect Element on the Document Ref. field on the Transactions (CA304000) screen, you can see that it can be found in the CAAdj.ExtRefNbr.

But if you just want one field added to the grid on the Reclassify Payments (CA506500) screen, you'd probably be better off just customizing the screen because then you could still use the PROCESS and PROCESS ALL buttons which you wouldn't be able to do in a Generic Inquiry.


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Peter John Sarador
Posts: 13
 Peter John Sarador
Topic starter
July 6, 2018 10:40 pm
(@peter-john-sarador)
Eminent Member
Joined: 4 years ago

Hi Tim,

I've already use the inspect element. My problem is that I want to see the reclassification Ref nbr. but when I use  the inspect element it tells me to use CASplitExt and the field is ChildOrigRefNbr. But when I join the two tables (CASplitExt to CAAdj on CASplitExt.AdjTranType=CAAdj.AdjTranType and CASplitExt.AdjRefNbr=CAAdj.AdjRefNbr) there's an error. Please  the attached files.

Thank you


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Tim Rodman
Posts: 3193
 Tim Rodman
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July 12, 2018 3:47 am
(@timrodman)
Famed Member
Joined: 10 years ago

Have you tried using CASplit instead of CASplitExt?


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Peter John Sarador
Posts: 13
 Peter John Sarador
Topic starter
July 13, 2018 10:32 pm
(@peter-john-sarador)
Eminent Member
Joined: 4 years ago

Yup I tried also but it didn't work.


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
July 23, 2018 5:37 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Hmmm, it must be stored in another table in the database. The trouble for me is that my test environment doesn't have any data in that area so it's hard for me to test.


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