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We have the Service Management add on for Acumatica. I want to calculate the most recent or max appointment date for every service order. Would like to see the last time we are out at each customer site or project. Is a way to achieve this in generic inquiry using a max date? I know how to achieve this with direct access to SQL but I'm trying to do it using Acumaticas tools. So I need the max appointment date for every service order.
Hi Brian,
I would think that you should be able to add the primary keys for the service order (probably OrderType and OrderNbr) to the Grouping tab in the Generic Inquiry.
Then, on the Results Grid tab, add the Aggregate Function column to the screen and set the value to MAX.
Personally though, now that there are Pivot Tables in Acumatica, I try to avoid the Grouping tab in Generic Inquiry and instead just put a Pivot Table on top of the base Generic Inquiry. It's more flexible and you can drill down into the detail if you want. Does that make sense?