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I am working on a report that I hope I can do in a generic inquiry. Basically I am trying to build unified views for users so that they can see ALL documents in one location.
For instance, I want sales reps to see all Sales Orders regardless of order type AND see their Sales Quotes related to Opportunities all in a single view
First I am not sure how these two tables relate to each other if at all. I feel like this should be more of a UNION ALL Statement but that doesn't appear to be supported.
Second, I would want the result set to show like this:
Document Type Customer Customer Name DocTotal
SO 000001 Jack Black $100
QUOTE 000002 Tom Cruise $200
GI doesn't seem to support this type of flexibility.
Too add to this I would want another view that is a unified view of all documents such as Sales Orders, Shipments, Deliveries, Payments, etc that reps could have for all their accounts.
Any examples or thoughts of how to do this in GI....or another way?
You may want to review existing dashboards and/or create a new custom dashboard based on Roles and Responsibilities.
Create generic inquiries based on the information required, focused, and with purpose.
You can then associate that information as a widget on the dashboard.
There are many presentation options.
This would allow a point for review. If they want more detailed information they can drill down.
Regards
Matt
This is the only way that I know to do a UNION ALL technique in a Generic Inquiry:
https://www.augforums.com/the-wyatt-erp-technique-for-generic-inquiries
I haven't tried it yet, but I suspect that new technique is a lot easier to do in Acumatica 2024 R1 because they introduced subqueries, the ability to use a Generic Inquiry in another Generic Inquiry.
If you want to do a true UNION ALL, you can use a SQL View like this:
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