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Receipt Summary Browser Using Pivot and Generic Inquiry Feature In Acumatica 6.0/6.1

In the latest release ver 6.0/6.1 there are quite lot of new features that we are excited about, today we will discuss on Pivot and how you can extract data from Acumatica and be able to slice your data till it makes sense.

Pivot tables is as extension to Generic Inquiries, in version 5.0 we had capability to extract data via GI but didn't quite had the capabilities to sum or group the data easily or get a count across data elements, pivot makes that happen.

Here we are demonstrating capability of being able to view summary of all receipt received through various payment methods cash, check, credit card or On account terms.
Step 1: Generic Inquiry(click image to view large size)We created a new generic inquiry with relevant tables to extract data of payment information from Acumatica using tables
PX.Objects.AR.ARPayment 
and PX.Objects.CA.CATran
Get all fields that are required for viewing with your conditions and sort order, view the inquiry results from the result window click Cus…