To create a generic inquiry, you need to have general knowledge of data access classes (tables).  But for a non-technical user, you can still create a generic inquiry with some basic knowledge.

Say you want to create a shipment inquiry listing lots which may have split lots on the inquiry.  You need to get the table tables from the shipment screen.  You need the header, detail and split tables.  By pressing control + alt and move the cursor to the field where the shipment nbr and click on it.  It will display the Element Properties.  Here you’ll have the header table.  Which is SOShipment (Data Access Class) and reference # shipmentnbr (data field) to link to the detail table.

Acumatica Generic Inquiry Shipments

You do the same at the bottom of the form in the detail grid.  Just click on any of the lines and you’ll get the Element Properties.

Here you get the SOShipline detail table but there’s no data field here.  Here you know the records are link by a unique field.  So, the table soshipline would be link by the shipmentnbr from the soshipment table.

Acumatica SOShipLine

Next getting the split table by clicking on the allocations.

Acumatica GI SOShipLineSplit

Then you go to the Generic Inquiry to build your shipment lot inquiry.

You create the following Generic Inquiry.  Here you add the SOShipment, SOShipline and SOShiplineSplit in the Tables tab.

Acumatica GI Tables

Then in the Relations Tab, you create the link to the tables.

Acumatica GI Relations Link
Acumatica GI Relations Link Tables

Then in the Results Grid Tab, you add the following fields to display the output data.

Acumatica GI Results Grid

Then save and click view inquiry.

Acumatica GI View Inquiry

Here’s the output of the shipment lot.  Notice that the shipment # 000939 has multiple lines.  The result is not correct.  The result should be SP-425P-C05 with 2 lot#, PLT4W4048, PLTTRYS. A total of four lines on the output inquiry for the shipment # 000939.

Acumatica GI Shipment Lot

Note the output is set to sort descending.

Press the back arrow on your browser to get back to the Generic Inquiry screen.  Now to resolve this issue.  You’ll create 2 additional Generic Inquiry on the SOShipline and SOShiplineSplit. 

Acumatica GI Fix

First click on the Plus sign to create a new generic inquiry.

Acumatica Create New GI

Then in the Results Grid Tab, add some fields (or all the fields) that you think will help you find the common link to the tables of the SOShipline and SOShiplineSplit.  (For the purpose of this example I will select a few fields.)

Acumatica GI Link Tables

Here’s the output for SOShipline:

Acumatica GI SOShipline

Then do the same for the SOShiplineSplit.  Now back arrow from the results to get back to the Generic Inquiry window and click on plus sign to create a new Generic Inquiry.  (Again, here I will select a few fields.)

Acumatica GI SOShiplineSplit

Now take the output of SOShiplineSplit and compare it with the output of the SOShipline from 2 different browser tab.

Here you see the common fields that you can join to get the correct results.  You need to join the shipment# and line # to both SOShipline and SOShiplineSplit to get the correct results.

Acumatica GI Common Fields

Now go back to the Generic Inquiry Shipment Lot and add the line # to the relations tab for the tables. 

Acumatica GI Add Line #

Remember we only used the shipment # to join the 3 tables from the previous test.

Final output should be the following.

Acumatica GI Final Output

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Additional Acumatica Resources

Acumatica Generic Inquiry Tip: Using Merged DB Structure

Three Things to Remember When Importing Data in Acumatica

Acumatica Cloud ERP: Creating Dashboards With Less Maintenance