Highlighting data of Generic Inquiry Screens in Acumatica ERP

By | April 21, 2022

Acumatica provides a powerful data analysis reporting tool – Generic Inquiry to access the data from within ERP.  The Generic Inquiry provides On Screen result based on the applied filters and provides an option to export the data in Excel format. A person with basic logical skill can develop a new GI and make changes in the existing one.

In order to make it more efficient, the new feature “Conditional Highlighting” is introduced in Acumatica 2019 R1. The conditional formatting of the data can be used to with color formatting to highlight a column data or style formatting based on specific conditions. The Generic Inquiry also allows to include the data from the customized fields.

In this blog, we will be looking into process to highlight a column data.

Default Formatting on Generic Inquiry Screen:
Navigate to Customization > Generic Inquiry

Navigational path for Generic inquiry screen

Enter or Select the Inquiry Title field and click on View Inquiry button.

Generic Inquiry screen

Below is the default formatting display of Generic Inquiry.

Default formatting display on generic inquiry screen

Highlighting fields in color code:

We will apply color formatting for the “Approval Amount” field where records with amount greater than 90,000 will be highlighted with green color and other records in orange color.

Step 1: Select Result Grid Tab > Total Amount data field row, and on Style column, click on the edit icon.

Applying styles on Inquiry screen

Step 2: Specify the formula.

Formula image

Step 2.1 Adding Condition:

  • Click on ‘Other’ option under functions from left section. ①
  • Double click the IIF condition from right section. ②
  • Selected IIF condition gets added on the formula tab. ③

Conditional formatting-choose condition

Step 2.2 Adding fields to condition:

  • Select ‘Fields’ option from left section. ①
  • Search by text ‘Total’ from top-right section. ②
  • Select the ‘expr’ parameter from formula tab to replace by field.④
  • Double click the ‘[EPApproval.TotalAmount]’ field from right section. ③
  • Click on validate button. ⑤

Conditional formatting-choose Field

Step 2.3 Applying Styles:

  • Select Styles from left section. ①
  • Select truepart in formula. ②
  • Select ‘good’ from right section. Good refers to green color. ③
  • Select flasepart in formula. ④
  • Select ‘Orange’ from right section. ⑤
  • Click Validate button. ⑥
  • Click OK button. ⑦

Conditional formatting-choose styles

Step 2.4: Once validation is passed, click on Ok button.

Validating the formula

Step 3: Save the changes and click View Inquiry action on Generic Inquiry screen.

Save the formatting
Step 4: Formatted data is displayed as shown in below screenshot.

View the formatted results

Hence, the user has good visual representation of data and data analysis reporting becomes a hustle free task.

About Us

Greytrix, with its 22+ years of expertise as the Sage Development partners, extends its mastery to bring Acumatica for modern businesses. Greytrix offers complete end-to-end professional services for Acumatica, ranging from development, support, technical assistance, consulting and system integrations.

With GUMU™, our home system integrator, we bring a range of system integrations for Acumatica with e-commerce like Magento (Adobe Commerce), Shopify, Checkbooks.io, CRM like Dynamics 365 CRM.

GUMU™ forms the crucial SAAS platform for all seamless and secured Acumatica integration. For more information on Acumatica, the cloud ERP, please contact us at acumatica@greytrix.com.

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