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Questions Upgrading Generic Inquiries & Pivot Tables

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Tim Rodman 4 years ago
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MikeLupro
Posts: 28
 MikeLupro
Topic starter
January 31, 2022 10:54 am
(@mikelupro)
Eminent Member
Joined: 9 years ago

When we customize generic inquiries and pivot tables and the client upgrades/moves from 2021R1 to 2022R1 what happens?

Do we have to ‘protect’ the work we do or does the system just auto-update the GI’s?

Do we need to keep a record of all customizations we’ve done for clients so we might have to re-do them after an upgrade?


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Tim Rodman
Posts: 3199
 Tim Rodman
Admin
February 18, 2022 5:47 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Mike,

FYI, I moved this to a new Discussion Topic.

In general, my experience has been that Generic Inquiries & Pivot Tables "auto-update". It's when the underlying Data Access Classes change that things break. One example of this is when they changed how the OwnerId field is stored in the database:

https://www.augforums.com/forums/acumatica-generic-inquiries/acumatica-2020-r2-ownerid-field

 

One thing I'd like to try, but haven't had a chance to yet, is exporting the same Generic Inquiry from multiple Acumatica Versions to XML and compare the XML file to get an idea of how much the export format changes from version to version.


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megan.friesen reacted
alconroy
Posts: 32
 alconroy
February 19, 2022 10:16 am
(@alconroy)
Eminent Member
Joined: 5 years ago

Interesting idea Tim, 

Notepad ++ has a compare plugin which you can use to see the changes. Here is a partial screenshot of some changes in a PO GI from 2020R1 to 2021R2

Screenshot 2022 02 19 151445

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Tim Rodman
 Tim Rodman
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(@timrodman)
Joined: 10 years ago

Famed Member
Posts: 3199
February 21, 2022 8:27 pm
Reply toalconroyalconroy

@alconroy Yes! I usually use WinDiff, but same idea.

The scenario I'm interested in is building a Generic Inquiry on something like 2019 R1, upgrading to something like 2021 R2, then exporting to XML and comparing that to an XML file from the same Generic Inquiry built from scratch in 2021 R2.


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