• You’ve found an existing generic inquiry whose results are similar to those you need but lack some details. You want to copy the existing generic inquiry and modify the results.
• You are creating a generic inquiry and now need to define the inquiry results.

You add a row to the table on the Results Grid tab of the Generic Inquiry (SM208000) form for each column that should appear on the results grid. In the row, you select the data field whose values the system should display. On this tab, you can select data fields of the data access classes that you’ve added on the Data Sources tab.

Besides standard data fields, whose values are stored in the database, the lists of fields of the data access classes can include:

• Data fields whose values aren’t stored in the database.

If you use such a data field whose values aren’t stored in the database in your inquiry, this data field might return no data, depending on how this field is calculated in the source code.

• Data fields with the _Signed suffix.

These fields are copies of the corresponding fields without this suffix, with the value’s sign adjusted based on the document type. For example, if a return with replacement has only one line—an issue line of $100.00—and the OrderTotal field is –100.00, the OrderTotal_Signed field returns 100.00.

• Attributes.

An attribute name has the <Attribute ID>_Attributes format. For example, suppose that a stock item has an attribute with the INGREDIENT ID, which is defined on the Attributes (CS205000) form. To add this attribute to the generic inquiry results, you select the INGREDIENT_Attributes field.

• User-defined fields.

A user-defined field name has the Attribute<Attribute ID> format. For example, suppose that a sales order has the Interest user-defined field, which corresponds to the INTEREST attribute. To include this user-defined field in the inquiry results, you select the AttributeINTEREST field.

You hide or reveal the columns shown on a generic inquiry form by using the Visible check box on the Results Grid tab of the Generic Inquiry (SM208000) form:

• The check box is selected by default when you add a new row on this tab. This means that the corresponding column is displayed in the results grid when a user opens the form for the first time.
• If this check box is cleared, the column isn’t visible initially, but a user can make it visible by using the Column Configuration dialog box of the table on the inquiry form.

For any column of the results grid of the generic inquiry form, you can turn on or turn off the default navigation—that is, the user’s ability to click a link to navigate to the field’s default form. You do this by using the Default Navigation check box on the Results Grid tab of the Generic Inquiry (SM208000) form.

With the Default Navigation check box selected, values of these fields are shown as links in the inquiry results. When a user clicks such a link, the default form is opened in a pop-up window.

When you add a new row to the table on the Results Grid tab, the check box is selected by default.

You can also use the Use in Quick Search check box, which is hidden by default, on the Results Grid tab of the Generic Inquiry (SM208000) form. By selecting or clearing this check box, you determine which columns of the generic inquiry form are used when users perform quick searches in the form’s filtering area.

When you add a row on this tab, the check box is cleared by default, indicating that the system will ignore the values of the column while searching through the generic inquiry data. If the check box is selected, the system will search for the search string in the column’s values. As a user types in the Search box, then, the system filters the contents of the table to display only rows that contain the search string in any column used in the quick search.

You might use these check boxes, for example, to set up the system to search in only columns that hold information about the customer identifier, customer name, and document description. By using only the columns with this information, you avoid possible matches in other columns and give users the most relevant search results.

You can change the default caption to be used on the generic inquiry form for any column. To do this, on the Generic Inquiry (SM208000) form, you type the needed name in the Caption column of the corresponding row of the Results Grid tab. (By default, this column is hidden.)

You determine which columns are used as quick filters by default by selecting or clearing the Quick Filter check box, which is hidden by default, on the Results Grid tab of the Generic Inquiry (SM208000) form. With this check box selected, the system adds a quick filter for the column to the filtering area of the resulting generic inquiry form.

For more information about filters in Acumatica ERP, see Filtering and Sorting Capabilities: General Information.

If needed, you can specify the exact width of a column in pixels in the Width (px) column of the corresponding row of the Results Grid tab of the Generic Inquiry (SM208000) form. If you don’t specify the width of a column, the system calculates the value automatically.