How to Create a Generic Inquiry in Acumatica

Navigate to the Generic Inquiry screen

Open Acumatica and confirm you're logged in. You can reach the Generic Inquiry screen in one of two ways:

• Go to the Customization workspace and select More Items to find the Generic Inquiry option.
• Use the global search bar at the top of the screen and type "Generic Inquiry" to locate it quickly.

The Generic Inquiry screen displays a structured grid with tabs including Data Sources, Relations, Parameters, Conditions, Grouping, Sort Order, Results Grid, Entry Point, and Navigation. The left navigation menu includes modules such as Favorites, Data Views, Inventory Planning, Time and Expenses, Finance, Banking, Payables, Receivables, Sales Orders, Purchases, Inventory, and More Items. The top bar shows the current company, date/time, user, and quick access to notes, files, customization, and tools.

Start a new generic inquiry

Click the plus (+) button at the top of the Generic Inquiry screen to create a new GI. The Inquiry Title and Site Map Title fields become editable, ready for you to configure.

Enter the inquiry title

In the Inquiry Title field, enter a name for your GI—for example, StellarOne-SalesOrder. Press Tab or click outside the field to save the title.

Open the Sales Order Entry form to identify data tables

Before configuring your GI's data sources, open the Sales Order Entry form in a separate tab or window. Keeping this form open helps you identify which tables store the fields you want to include in your report.

Note that transaction documents store data across multiple tables:

• Header fields (the gray area at the top of the Sales Order form) are stored in one table and typically include Order Type, Order Number, Status, Date, and Customer.
• Line-level fields (the grid below) are stored in a separate table and include Branch, Inventory ID, Warehouse, Line Description, UOM, and Quantity.

Use Inspect Element to identify field tables

Click the CUSTOMIZATION menu at the top of the Sales Order Entry screen, then select Inspect Element from the dropdown. Your cursor changes to a question mark, indicating you can now select a field to inspect.

Click the Order Type field in the Sales Order Entry form. The Element Properties window displays the following details:

• Data Class: SOOrder
• Data Field: OrderType
• View Name: Document
• Business Logic: SOOrderEntry

The data field name for the Order Type field is "OrderType" (sometimes referred to as "document" in the view).

Document the table names

Record the table names for both the header-level and line-level fields you plan to use in your GI. You'll use these table names when configuring your Generic Inquiry's data sources and relations.

Following these steps lets you accurately identify the correct tables for your Generic Inquiry, ensuring you pull the necessary data from Acumatica's sales order module. This step is essential for building effective and accurate reports.

Add the SOOrder table as a data source

Navigate back to the Generic Inquiry screen and confirm you're on the Data Sources tab—this is the default tab when creating a new GI. This is where you specify which table or object the GI will pull data from.

In the Data Sources tab, click to add a new table. In the pop-up window, type "SOOrder" in the search box to filter the available tables, then locate and select the SOOrder table from the list.

Confirm the table selection

Verify that the SOOrder table now appears as a data source for your Generic Inquiry. This table contains the header-level fields, including Order Type, that you need for your report.