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Acumatica Generic Inquiries & Pivot Tables
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April 19, 2024 12:05 pm
We want to create a GI ( and dashboard KPIs) that show us the totals for a range of GL accounts. The idea is to have KPIs for Fringe, Overhead and SG&A rates. These all include a set of accounts that we need to sum over.
I think we want to do this in a General Inquiry, but not sure what DAQ is appropriate to do this with. I tried using PX.Objects.GL.AccountByPeriodFilter but the inquiry gives me an error, Invalid object name 'AccountByPeriodFilter'.
Any suggestions would be appreciated.
2 Replies
May 9, 2024 5:29 pm
Take a look at the Trial Balance Summary report in Report Designer to see what DACs are used there. That should give you a pretty good idea.
May 13, 2024 12:07 pm
Thanks, that points me in the right direction.
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