Filtering using Custom Attributes and User-Defined Fields (UDFs)

Overview

In your ERP, it is possible to define dynamic attributes that one can link to records such as business accounts, customers, vendors, stock items etc.

(Explaining them is out of scope of this article - see Acumatica help for details)

Example

The screens below show an example attribute of "Company size" (assume it is linked to the "Business Account" records in the system):

Acumatica attribute configuration screen showing a Company size attribute with Description and Value ID columns


Once properly configured, you can include the respective attribute value in a Generic Inquiry result set in your ERP:

Acumatica Generic Inquiry result set showing Business Account data including the Company size custom attribute column


These will now be included in your GI() calls to that inquiry in Velixo:


Excel worksheet showing GI function results including a Company size attribute column with values like 1-100


Filtering Pitfalls

There is a peculiarity of Acumatica that you need to be aware of to properly filter by attribute values.

On the screenshot above, note that the GI() call returns a Description value of the attribute ("1-100").

However, for the purposes of OData filtering, you need to specify the values from the Value ID column instead! ("100").

Acumatica attribute values table showing Company size entries with Description (1-100) and Value ID (100) columns for OData filtering