Generic Inquiry with Filtering by Current Branch

Hi All, Want to show you an option how can you filter documents in Generic Inquiry by currently selected branch. In reports you have an option to use AccessInfo.BranchID, but in generic inquiries unfortunately such option is not available. You also can’t join this table as AccessInfor is virtual table that does not exist in database. However there is a workaround – we create a parameter in GI, that will get a default value from any branch field in Acumatica that has a default value from current branch and than use this filter for filtering. Let me guide you: We need to create a parameter that will store a current… Read more

Monitor Online Users

Hi All, Web technologies work the way where server know almost nothing about where is browser and what is user doing there. Is it active? Is it closed? It is online? Is computer sleeping? We don’t know if there browser does not inform us. Just for example – if you lost internet connection, should we treat this as online or inactive? In Acumatica Online/Offline is just a flag in users table. If users logs in, Acumatica rises this flag, if users is not active for some time, Acumatica clears this flag. This flag is automatically managed by Acumatica but in some cases it may be not in the consistency with… Read more

Restrict Data Accessibility using Generic Inquries

Hi Everyone, In this article I want share with you one more idea of how can you use Acumatica Generic Inquires. Generic Inquires in Acumatica is key part of reporting and have plenty of usage examples: Notifications Using GI Environment Related Parameters Integration with OData Consolidation Reports And many others. Today I would like to add here scenario with restricting access right to data based on custom filtering conditions in the Generic Inquiry. Lets assume we have two departments who is using opportunities for Products and Services. But we would like to disallow them see opportunities of each other. Acumatica does not have data level security for opportunities, so we… Read more

Consolidation Reports using Pivot Tables

Hi Everyone, You most probably know that if you need to prepare consolidated reports in Acumatica you should check ARM Reports (Analytical Reports Management) However there is one more option available with last release of Acumatica Create a Generic Inquiry that extracts Account/Subaccount balances for specific period from GL. Here I have a separate article that describes way to extract GL data. Dynamic pivot table that will split data by ledgers as columns and Accounts/Subaccounts as rows. The difference here from my previous post is that here we should change GI to return much more data – for all accounts/subaccounts, multiple ledgers and periods. We need provide more data specially for… Read more