Managing Generic Inquiries

A generic inquiry is an MYOB Acumatica tool that has an easy-to-use web-based interface and gives you the ability to pull data from the MYOB Acumatica database and display it on a customizable form. Generic inquiries can serve as a base for dashboard widgets and pivot tables, and as an entry point for data entry forms.

In MYOB Acumatica, you can create and manage generic inquiry forms by using the Generic Inquiry (SM208000) form. You can edit the view and the titles of the generic inquiry form, and arrange the form elements as you need. After you save your changes, you can immediately review them.

In this part of the guide, you will learn how to create and configure generic inquires in MYOB Acumatica.

Access Rights for Modifying Generic Inquiries

To be able to manage generic inquiries, you need a role that provides sufficient access rights (the Delete level) to the Generic Inquiry (SM208000) form. By default, the built-in Administrator role provides the access rights for working with generic inquiries. If you have sufficient access rights, the Customization menu is displayed on the form title bar. For more information, see Parts of a Form.