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Questions [Solved] Need a GI to show Opportunities/Sales Quotes Inventory items and Qty Available

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Glenn Allin 3 years ago
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Glenn Allin
Posts: 4
 Glenn Allin
Topic starter
October 7, 2022 2:45 pm
(@gallin)
Active Member
Joined: 4 years ago

Hi All,

I am trying to create a GI to show opportunities/quotes with inventory items and the qty available.

Goal is to identify quoted inventory items available in stock to help sales try to close the order. Also to potentially use for preliminary inventory purchase forecasting based on potential sales quote conversions.

Just looking for a simple table to  export to excel so sales can see their quoteID, datecreated, inventoryID and QtyAvail 


1 Reply
Glenn Allin
Posts: 4
 Glenn Allin
Topic starter
October 10, 2022 8:31 am
(@gallin)
Active Member
Joined: 4 years ago

Update, Fixed it


Reply
Tim Rodman reacted
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