Create a simple customer insight Generic Inquiry in Acumatica

To create a simple customer insight Generic Inquiry in Acumatica, follow these steps:

1. Go into Generic Inquiries in Acumatica

• Navigate to Custimisation and select 'Generic Inquiry' from the available options or alternatively type 'Generic Inquiry' or 'SM208000' or into the search box and open the Generic Inquiry (SM208000) form.
• This will open the Generic Inquiry screen where you can build custom inquiries.

TL:DR – Theres a bit of a learning curve with Acumatica. Keep going! 

2. Create a New Generic Inquiry

• Click the Plus (+) icon to create a new inquiry.
• In the Inquiry Title field, enter a descriptive name for your inquiry, such as "Customer Insights"
• Tab or select 'Make Visible on the UI'
• The SiTe Map Title, Workspace and Category will be automatically generated, you can change them if you like.
• In the Screen ID field, Acumatica will automatically generate a unique ID for this inquiry.
• Save the Form

3. Change the Screen ID

• Select (The More Icon) and Click 'Change Screen ID'
  I use a pattern to identify my company, the author, and the year and number of the report  e.g. MZ.AF.24.99, this avoids Screen ID collisions in the future whether through upgrades or other parties writing Generic Inquiries. It is good practice to make this part of your policy for Acumatica.
• Enter the new Screen ID
• Save and the operation will run.

4. Select Data Sources

• Scroll down to the Tables tab, to choose the database tables that contain the customer data you want to analyse.
• Click Add Row to include relevant tables. For a customer insight inquiry, you might want to start with the Customers (PX.Objects.AR.Customer) table, which holds Accounts Receivable (AR) specific business account data related to customer payment methods,
  statement cycles, and credit verification rules.
  

  

5 Define Relationships Between Tables

• After adding multiple tables, you'll need to define how they are related. Acumatica can automatically suggest these table relationships, but you can also manually configure them in the Relations tab if necessary. 
• Select the table row and click 'ADD RELATED TABLE' to easily add related tables with recommended field relationships.
• Choose (PX.Objects.AR.ARTran) from the list of tables. This will allow the Inquiry to pull in data about accounts receivable invoices or memos. The records contains such information as the inventory item name, price and quantity, line discounts, and tax category. 
• You'll see that Acumatica knows the relevant Linked To and Linked From fields to add as well as adding the table.
• Click 'SELECT RELATED TABLE' and you'll see that Acumatica created the 'JOIN' required to make the relational data available to the Inquiry.
• Finally Click 'ADD'.
  

  

• You can check, or change, the relations that Acumatica has created for you using the relations tab. You can also build far more sophisticated relationships manually at the expense of needing to be more or a database expert.
  

  

6. Choose Fields to Display

• In the RESULTS GRID tab, choose the fields you want to display in your inquiry results. This could include customer names, email addresses, last purchase date, total purchases, etc.
• For example, select Customer Name, Customer ID, Last Order Date, and Total Sales Amount to display simple customer insights.

7. Configure Filters

• To refine your inquiry further, you can add filters in the Conditions tab. These filters help narrow down the customer data based on specific criteria.For instance, you could filter to show only customers who have made purchases in the last 30 days by adding a condition for the Last Order Date field.

8. Save and Run the Inquiry

• After configuring the fields and filters, save the inquiry by clicking the Save button.
• To view the results of your inquiry, click the View Inquiry button.
• Acumatica will generate the report.

9. Export and Automate the Results

• You can export the inquiry results by clicking the Export to Excel button if you need to analyze the data outside of Acumatica.
• To automate an inquiry, you can schedule it to run periodically and deliver reports to your team by configuring the scheduling options under Automation Schedules.

By following these steps, you’ll be able to create a basic customer insight Generic Inquiry in Acumatica, helping you analyze customer data, identify trends, and make informed decisions.