I am playing around with Generic Inquiries in Velixo, attempting to pull in amounts based off of the "Description" of the line item in a Journal Transaction. We have several balances being coded to the same account number, in a single transaction, so I am hoping to isolate each amount based on the line item description. Is this possible?
I am able to pull in the specific Journal Transactions I want with the GL-Journal Transactions Generic Inquiry, but I cant seem to find a way to get to the line item level of those Journal Transactions.
Here is the Journal Transaction GI pulling in the transactions I want, and when looking in the GI, it appears to use a table that does contain the line level detail (screenshots 1 and 2), I am just not sure how to incorporate this into the functionality of the GI function in Velixo, if that is possible.
Screenshot 3 is a Journal Transaction with a better explanation of the detail I am trying to grab within the transaction itself.
Thanks!!!!!
These are all coded to the same account number, so I am trying to isolate by the highlighted descriptions
0 Votes
2 Comments
Sorted by
M
Maximilian Dyerposted
2 days ago
This is wonderful, thank you so much!!
0 Votes
V
Velixo Teamposted
2 days ago
Admin
Hello Maximillian -
While I do not know how the relationships of your particular generic inquiry are configured, I performed a simple test using the Velixo-GLDetail inquiry that is used as part of the sample available in the Velixo Online Help Center: GL transaction details report sample - Acumatica : Velixo for Acumatica Help
That inquiry uses the following objects:
with the following relationships:
GLTran Left Join with BAccount where referenceID equals baccountID
GLTran Inner Join with Account where accountID equals accountID
GLTran Inner Join with Ledger where ledgerID equals ledgerID
You are welcome to download the Velixo-GLDetail inquiry for further examination.
I simply defined a filter on the TRANDESC field of the GLTran object (in addition to other filters, of course):
0 Votes
Hello -
I am playing around with Generic Inquiries in Velixo, attempting to pull in amounts based off of the "Description" of the line item in a Journal Transaction. We have several balances being coded to the same account number, in a single transaction, so I am hoping to isolate each amount based on the line item description. Is this possible?
I am able to pull in the specific Journal Transactions I want with the GL-Journal Transactions Generic Inquiry, but I cant seem to find a way to get to the line item level of those Journal Transactions.
Here is the Journal Transaction GI pulling in the transactions I want, and when looking in the GI, it appears to use a table that does contain the line level detail (screenshots 1 and 2), I am just not sure how to incorporate this into the functionality of the GI function in Velixo, if that is possible.
Screenshot 3 is a Journal Transaction with a better explanation of the detail I am trying to grab within the transaction itself.
Thanks!!!!!
These are all coded to the same account number, so I am trying to isolate by the highlighted descriptions
0 Votes
2 Comments
Maximilian Dyer posted 2 days ago
This is wonderful, thank you so much!!
0 Votes
Velixo Team posted 2 days ago Admin
Hello Maximillian -
While I do not know how the relationships of your particular generic inquiry are configured, I performed a simple test using the Velixo-GLDetail inquiry that is used as part of the sample available in the Velixo Online Help Center: GL transaction details report sample - Acumatica : Velixo for Acumatica Help
That inquiry uses the following objects:
with the following relationships:
You are welcome to download the Velixo-GLDetail inquiry for further examination.
I simply defined a filter on the TRANDESC field of the GLTran object (in addition to other filters, of course):
-Harry
1 Votes
Login or Sign up to post a comment