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Unlock Acumatica's True Potential: A Simple Solution to a Common Challenge

This content will discuss a common challenge faced by Acumatica consultants and a clever solution to overcome it. 

(a) Challenges: Duplicate Rows in Generic Inquiries

Acumatica consultants often encounter seemingly simple Generic Inquiry (GI) requests from clients that turn out to be more complex than initially anticipated. A frequent issue arises when attempting to display data from different tabs that pull information from the same database table. This can lead to duplicate rows in the GI, creating confusion and failing to meet the client’s requirements. 

For instance, a client might need a GI showing all vendor email addresses from both the “General” and “Purchase” tabs in Acumatica. Both tabs source email addresses from the same “Contact” table. Joining the contact table in the GI results in duplicate rows for each vendor, as the GI cannot differentiate between the email addresses associated with each tab. 

(b) Solution: Utilizing Table Aliases within Generic Inquiries

  • Manisha Sharma, an Associate Principal Consultant at Tayana Solutions, offers a clever solution to this problem: creating an alias for the “Contact” table within the GI. This technique involves essentially creating a copy of the “Contact” table within the GI, allowing the system to treat the two instances as separate entities. By establishing separate relations for the “General” tab email and the “Purchase” tab email using the alias, duplicate rows are eliminated. 

Benefits of Using Table Aliases:

  • Clear, organized view of data: Clients receive a clear and organized view of the desired information, such as vendor email addresses from different tabs, without any confusing duplicates. 
  • Enhanced efficiency: This solution streamlines data presentation, simplifying purchasing workflows and improving efficiency for clients. 
  • Highlights the flexibility of Acumatica: This approach showcases the flexibility of Acumatica and the ability to achieve desired outcomes with creative solutions. 
  • Demonstrates the value of expertise: Manisha’s solution emphasizes the importance of experience and expert knowledge in efficiently resolving complex Acumatica challenges. 
  • Tayana Solutions, the largest services partner with Acumatica, boasts a team of experts like Manisha who possess extensive experience across a wide range of Acumatica implementations and scenarios. They can provide valuable assistance to Acumatica users facing challenges, offering solutions and saving time and frustration. 
  • To unlock Acumatica’s true potential, consider leveraging the expertise of Tayana Solutions. Contact them at 678-910-2774 for assistance with your Acumatica needs.