Internet Customer Solutions, Inc

Summary

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    Generic Inquiries in Acumatica offer a way to extract the specific data you need and present it to reporting functions for analysis. But they are not just for reports – they can be used in dashboards, made available to BI tools, and offer drill down capabilities for even more detailed analysis. The Generic Inquiry writer is a reporting tool that can access any data in Acumatica—including data stored in customized fields—and publish it, export to Excel, or format it for OData. The OData formatting option exposes the data in the Open Data Format supported by business intelligence tools like Microsoft Power BI.

  • Generic Inquiries require no prior coding knowledge, just select the data you need using wizards that walk you through the process. Generic Inquiries can be reused and modified for a variety of purposes.

  • Generic Inquiries (GI) result basically in a simple list of eg. sales revenue by month by customer. WIth the GI tool you can grab any fields of the database eg. accounts receivables, customers, time overdue, and project. You can specify conditions such as time overdue more than 60 days, and amount larger than $20K.  Running this GI will display all your customers whose accounts receivables are more than 60 days overdue, and larger than $20K. This will be shown by customer by project. Yes, you will be able to click on an AR amount and drill down to the corresponding Sales Orders (SO). You can use that GI as a widget in your dashboard.

  • You can use a lot of the already existing generic inquiries, and simply modify them to suit your needs. You will see this in the video below for invoices.