Questions Generic inquiry on multiple products

Hi mmaxwell,

Some questions:

1. By Supplier do you mean Vendor in Acumatica?
2. What is the connection between the Customer and the Supplier in Acumatica?
3. Are products drop shipped directly from the Supplier to the Customer?
4. Are Sales Order Lines linked to Purchase Order Lines?
5. Is each Product tagged to a specific Supplier using the Vendor Inventory screen in Acumatica?
6. Can each Product only be associated to one Supplier or could it be multiple?
7. Do you like chocolate ice cream?

Thanks Tim

Firstly let me say I have did not initially set up Acumatica for my business and I am in Marketing so not an Accounting background. Simply trying to extract information out of Acumatica for Marketing purposes. The answers below are my best guess. I am also using MYOB Advanced in case that makes a difference.

1. Yes, I mean Vendor
2. Not sure what you mean here. As far as I am aware there isn't any connection
3. No, products are not dropped shipped
4. Yes, Sales Orders are linked to Purchase Orders
5. Each product has been designated a specific Supplier
6. Yes, each product can only be associated to one supplier.
7. Chocolate ice cream is my second favourite, a rich creamy fudge being number 1

Shouldn't matter that you're using MYOB Advanced as far as I know.

Can you browse through some products on the Stock Items screen and check the Vendor Details tab pictured below to see if it's populated with data. I'm thinking that would be the best place to grab the data from, but I want to make sure that's where it's stored.

Also, I'm thinking that it would be good to only grab data where the Default checkbox is checked like in the screenshot below because it can only be checked for one Vendor, just in case some accidentally adds more than one Vendor. Then you could put a Dashboard widget out there to tell you if there are ever any records that don't have the Default checkbox checked (because you'd probably want to go out there and check it). You could put that Dashboard widget on your homepage to help you monitor and keep an eye on it.

One issue I can see with this though is if you change the supplier, since it's stored on the product, it would change all of your historical reporting because there's nothing to say that the supplier was A from this date to that date and the supplier was B from another date to another date. Just something to keep in mind.

Tim

I can confirm the Vendor Details tab is populated for all products. The default checkbox is also ticked on all products.

Michael

And what sales data are you looking to analyze, Sales Orders or AR Invoices?

What I need to know is which customers purchased items from a particular vendor however I am not sure where I which is the best to analyse, Sales orders or AR Invoices.

I would use AR Invoices if you only want to analyze sales that actually took place and not include sales that are going to take place in the future.

I tried to come up with something here, but hit a snag.

First, what I came up with:

Now, for the snag. I really wanted to include the Default field from the Vendor Details tab on the Stock Items screen in the second join on the Relations tab pictured above. But it doesn't appear to be available to Generic Inquiry. So, the problem here is that if you ever have more than one vendor listed on the Vendor Details tab on the Stock Items screen, your data will have a bunch of erroneous data in it.

Hi Tim

My apologies for no reply to your help, I have been on other projects for a few weeks. Just to let you know that this worked perfectly! By filtering the results by Vendor ID I can export a list of clients that have purchased products from that vendor. Excellent!

regards
Michael

Thanks for letting me know Michael. I'm glad that worked for you.