How to Create a Generic Inquiry Basic Overview Part 4/4

Learn how to create custom Generic Inquiries in Acumatica from scratch! Part 4 of our comprehensive series covers the fundamentals of building flexible, structured reports using Acumatica's native reporting tool.

🔍 In This Video:
Discover what Generic Inquiries are, how they power Acumatica's list views, and follow along as we build a sales order inquiry step-by-step. Learn to identify data sources, use the Inspect Element tool, and understand table structures.

💡 Key Concepts Covered:
What is a Generic Inquiry?

Native reporting tool in Acumatica
Displays data in flexible, structured grids
Powers primary lists throughout the system
Used for inventory, customers, orders, and more
Custom reporting without coding

Building Your First GI:

Navigating to Generic Inquiry screen
Creating new inquiry from scratch
Setting inquiry title and naming conventions
Understanding the Data Source tab
Selecting appropriate tables
Using existing GIs as data sources

Finding the Right Data:

Inspect Element functionality explained
Identifying data classes and tables
Understanding header vs. line level fields
Data field name conventions
Table structure in Acumatica
SO Order table example

Best Practices:
✅ Keep reference screens open while building
✅ Use Inspect Element to find field locations
✅ Understand header vs. detail data separation
✅ Name inquiries clearly and descriptively
✅ Reference transaction documents for accuracy
🎯 What You'll Build:
A sales order Generic Inquiry that displays:

Sales order information
Inventory items on each order
Combined header and line-level data
Structured, flexible reporting view

🔧 Tools & Features:

Generic Inquiry screen navigation
Data Source tab configuration
Inspect Element tool (Customization menu)
Element Properties window
Data class identification
Field name discovery

📊 Perfect For:

Report builders and business analysts
System administrators
Power users needing custom views
Anyone wanting to create flexible reports
Users transitioning from spreadsheets
Data analysts building dashboards

🎓 Learning Path:
This is Part 1 of our Generic Inquiry series. In upcoming videos, we'll cover:

Adding fields and columns
Creating relationships between tables
Filtering and sorting data
Calculated fields and parameters
Advanced GI features
Publishing and sharing inquiries

Why Learn Generic Inquiries?

Create custom reports without IT help
Build exactly the views you need
Real-time data from your ERP
Flexible, updateable reporting
Foundation for advanced features like mass updates

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Видео How to Create a Generic Inquiry Basic Overview Part 4/4 канала The ERP Platform Experts