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I'm just getting started with Generic Inquiry. I'm looking for some assistance from the group (Tim). I downloaded the generic inquiry for Sales Order lines. For items that we have in stock, that we're staging for an install, we create a bin location that matches the s/o #. then we order the rest of the items. I need an inquiry that will show me all the lines, and if staged, that they are staged in the bin # (same as s/o #), and if on purchase order, that they are on purchase order. Then I can see before the install that we've skipped an item. Does that make sense?
I suppose you could start with the SOLine data access class, then join over to the INLocationStatus based on the Item, Warehouse, and Bin Location to get the quantity in stock. I think this would work because there should be only one record in INLocationStatus that could be there. My concern would only be if there could be more than one record there.
For the purchase order data, are you linking the Purchase Order Line directly to the Sales Order Line using the PO LINK button on the Document Details tab of the Sales Orders screen or using the Create Purchase Orders screen to create Purchase Orders from Sales Orders?
Thanks for the assist. We're linking the PO from the doc details tab of the sales orders. But we're willing to modify our brand new process if that makes it easier to get this report accomplished?
Are you linking it by using the Mark for PO and PO Source columns on the Document Details tab like this?
We're only a couple weeks into acumatica, so let me confirm tomorrow. Thanks! If we need to change our process to get this report working, that's doable.
Short staffed today, but i think we do it like the example above. Sorry! Is there a way for me to look in our system and confirm?
Yes, go into the Sales Orders screen. That's where the screenshot came from.
yes, we use mark for PO and PO source. Thanks.
Ok, then to get that data you would join SOLineSplit to POLine based on SOLineSplit.POType=POLine.OrderType, SOLineSplit.PONbr=POLine.OrderNbr, and SOLineSplit.POLineNbr=POLine.LineNbr.
i'm pretty lost, although trying to work through it. we have an IT guy, who does a lot of the reporting. And we can always use our var. What would you charge to create some of these reports? I'll need to run it by senior mgt.
I'll send you an email.
Back to this subject.
I did create a GI that is showing all sales order line details with all purchase order linked to those sales order line.
I did use your tips of linking the table of SOLineSplit and POLine. However, the SO line are duplicated on the GI.
Here is the screen shot for table linking on those tables
Kamanchan?
Thanks for taking a look at this--i'll have to figure out what i was looking for and what our solution was. I'll be back in touch.
Dan