Internet Customer Solutions, Inc

Summary

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The  advanced Generic Inquiry (GI) features in the Acumatica ERP version 2020R1 enable you the following main tasks:

• Mass actions

  • For instance, approve a set of bills in a few clicks​

  • For instance, delete a set of bills when the purchase goods never arrived

  • Mass field updates

    • For instance, change the credit term for a set of bills since the vendor relaxed the credit terms​

• Create a new GI based on an existing GI but with several modifications​​

• Navigation choice

  • Enable to link to a master record eg a vendor from  a certain bill in the GI​

  • Enable to see all the master record data of eg. a vendor in a side panel, from a certain bill in the GI

• Record selection​

  • Enter selection criteria in the GI so that you only see the records that satisfy all the selections criteria​

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Once you have the wanted data, you can do the following:

• Create a report from it

• Make it available in O'Data so that you can see it in Excel or in PowerBI, and share it with external parties in the cloud.

• Use it in workflows

  • Eg. All the late shipments create a daily notification to certain warehouse people to ship them asap​

• Use the GI data in integrations with ISV applications​ via the usage of web APIs

  • For instance, only shipments to customers in Chicago, can be assigned to trucks 20 and 30 in the TMS​