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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 2,394 Topics
  • 9,595 Replies
2394 Topics
D
Freshman II
dgranger70Freshman II
asked in Reports and Generic Inquires
Need help with a subreport - Report Designer

I have a client that would like to view all of their fixed assets and their calculated depreciation for the next 12 months in a single report. I have edited a copy of the Fixed Asset Balance report (FA630000) and I made a custom report (FA63001D) to use as a subreport that will list the financial period, calculated depreciation, and YTD calculated deprecation. The subreport takes 2 parameters: [FixedAsset.AssetCD] and [FABookBalance.BookID]. Passing the BookID works fine but for some reason it doesn’t like how the AssetCD is passed to the subreport. If I hardcode a value for it like 1000-001, it works but I want it to run the subreport for each asset in the main report. I’ve also tried basing the subreport on [FixedAsset.AssetID] but this gives the same result. The stack trace only gives this for a SQL message: @@DBTS, IDENT_CURRENT('WatchDog') OPTION (OPTIMIZE FOR UNKNOWN)/* */

579
Chris Hackett
Community Manager
S
Jr Varsity III
suebrownJr Varsity III
asked in Reports and Generic Inquires
Add Current Balance to Vendor Compliance GI

Would like to add the current balance for the Vendor in a Compliance Management GI. GI shows the compliance information but would like it to also show the current balance. Since there are 4 lines for each vendor, know there will be duplication if the balance can be displayed, but at least it would give our compliance person the info on who is expired and who has a balance. Haven’t been able to find the correct relationship of tables between the ComplianceDocument table and Vendor/APHistory. Is this even reasonable to do?

70
S
Jr Varsity III
claudematherne24
Jr Varsity III
claudematherne24Jr Varsity III
asked in Reports and Generic Inquires
Standard Cost History

I’m trying to build a GI to show current Std Cost, with the Effective Date, and Last Standard Cost with the date of the last cost. I can’t seem to find the date of the Last Standard Cost. Am I missing a field/table somewhere? I am looking at InventoryItemCurySettings and INItemCost. Should I just assume that the effective date is the Last Standard Cost Date?

81
claudematherne24
Jr Varsity III
B
Jr Varsity II
bodiecJr Varsity II
asked in Reports and Generic Inquires
GI Expressions with Grouping Applied

Hi All, I have a GI where I am pulling the total quantity required for Materials in multiple production orders. The GI is grouped by AMProdMatl.InventoryID and the TotalQtyRequired has the aggregated function: SUM. Then I have the INSiteStatus.QtyOnHand which I have the aggregated function: AVG so that I see the actual On hand quantity and it does not technically get grouped. What I would also like to have is an expression of =IIf( ([INSiteStatus.QtyOnHand] - [AMProdMatl.TotalQtyRequired])<0, [INSiteStatus.QtyOnHand] - [AMProdMatl.TotalQtyRequired], null) Meaning if we are short QOH for what is totally required, it will show the difference. Or else its blank. For some reason I cannot get this Expression to display correctly. I am assuming it is because of the Grouping and maybe aggregated functions. Is there some way I need to do something to choose the aggregated function like this: =(AVG[INSiteStatus.QtyOnHand]) - (SUM[AMProdMatl.TotalQtyRequired]) ? I have attached my GI, a lot of i

142
Chris Hackett
Community Manager
L
Freshman I
lewisadFreshman I
asked in Reports and Generic Inquires
User defined fields data does not display in generic inquiry

Two new fields were added to the Activities screen. “Promised to Pay Amount” and “Promised to Pay date”. These were added by a customization project. When a generic inquiry is created the values do not display. But if a sum is done on the column. It shows the total. Any thoughts?

437
L
Freshman I
M
Varsity I
mnecaiseVarsity I
asked in Reports and Generic Inquires
Report Designer Error Message 'Element' is an invalid XmlNodeType.

I was making some changes to the Project Issue report and now it is completely inaccessible. Usually if there is an issue I can go back to a previous version, but the system isn’t even allowing access to the screen where I can select an inactive version. When I click on Project Issue Form under Project Management/Reports, I get the “We’re sorry an error has occurred...” message. When I click on show trace it tells me the error is 'Element' is an invalid XmlNodeType. I also tried opening the report directly from report designer and receive an error message there stating “The designer loader did not provide a root component but has not indicated why.” How do I fix this? Any suggestions would be appreciated. Thank you!

1363
D
Jr Varsity III
M
Freshman II
mhayes1987Freshman II
asked in Reports and Generic Inquires
Last Payment Date - Statements (Report Designer)

How can I include date of last payment on our statements? There is currently a “last statement date” but I would rather change this to “last payment date”. I think I need to add a payment table to the schema (likely ARPayment) but I haven’t been able to figure out how to then configure it on the Relationships tab. I believe from there I could just use =MAX([ARPayment.DocDate]) to display the most recent payment date.

311
nhatnghetinh
Captain II
S
Freshman I
ssantillanFreshman I
asked in Reports and Generic Inquires
Table RowInLotSerialCostStatua and RowINSiteCostStatus do not exist

Had this issue at first, replaced the table and then got this issue after. what would be the equal to this table in acumatica? Client upgraded from 23R1 to 24R2 and started to have issues with these reports that worked before

523
A
Captain II
A
Freshman I
alfonsosnchzFreshman I
asked in Reports and Generic Inquires
Generic Inquiry for pending approval expense receipts assigned to workgroup

I’m currently working on creating new generic inquiry screen for pending approval expense receipts assigned to workgroup. Goal is to leverage that generic inquiry with a business event in order to send email notification to all members of the group. Issue that I’m running into is that the contact email address is currently coming up blank. I followed the instructions from prior post that was based on Purchase Order: Any guidance that could be provided would be greatly appreciated. I have attached the XML from the GI

261
B
Freshman I
R
Varsity I
rashmikamudalinayake10Varsity I
asked in Reports and Generic Inquires
Is it possible to justify text in report Designer.

I need to show a data field as justify not left/ center/ right. Is it possible do it

516
M
Jr Varsity II
T
Varsity II
tahayabaliVarsity II
asked in Reports and Generic Inquires
How to add two parameters of same field

I'm creating a report in Acumatica Report Designer i want two parameters item_1 and item 2 connected to itemclass cd so that user can select both items. Item 1 is working fine but when I am attaching Itemclasscd with item2. the report is returning null. I have attach rps file. Please Guide me on this I am not good at reporting.

464
T
Varsity II
E
Jr Varsity III
eucciferri35Jr Varsity III
asked in Reports and Generic Inquires
Some values are duplicating on Generic Inquiry

I created a generic inquiry it was working correctly until I tried to add the payments received column. Now the contract amounts/billing amounts and payment amounts are wrong on ones with multiple invoices. I know the problem is creating duplicate lines for projects with multiple invoices. I tried the grouping function and getting rid of the sum function but that didn’t work so I think it how I joined the tables. I can’t figure out how to fix it. I attached the xml file.

387
E
Jr Varsity III
A
Freshman II
adaughenbaugh95Freshman II
asked in Reports and Generic Inquires
Odd custom pack slip issue

I created a custom Pack Slip, attached it to the Pick List and it prints as expected. I went to do the same thing for a second customer and the border for one of the header sections is in the parent header section and the footer is missing, but only while it is in the Pick List form. When it is printed separately it works fine. Previewed as the raw report When it goes to the sub report it gets weird. I used the standard pick list we use for our default pick report, and the other custom pack slip report. If I turn off the header border the box goes away, but I need the box around the column headers. I just replaced a working report in the sub report box.

314
A
Freshman II
R
Freshman I
RyanBostwickFreshman I
asked in Reports and Generic Inquires
Beginning Balance Field in Custom Inventory Transaction Log Report

Working on a modified version of the Inventory Valuation report to act as an inventory transaction log. Trying to get a beginning balance field set up. The goal would be for the report to calculate the total on-hand quantity for the item from BEFORE the date specified in the @TransactionDateFROM parameter. Any ideas?

262
R
Freshman I
rcreasy
Varsity I
rcreasyVarsity I
asked in Reports and Generic Inquires
Prevent Lookup Table on GI Parameter

I am attempting to add a parameter to the Sales Order GI. I need to search the field for any that contain the contents of the parameter. I have it set like this: This results in: How do I prevent the <NEW> and, if possible, the lookup table? I want the users to have the ability to enter text without the system trying to lookup an SO

1119
darylbowman
Captain II
R
Varsity I
rashmikamudalinayake10Varsity I
asked in Reports and Generic Inquires
Print HTML Values in a Report

Is it possible to print this format as it is in a report using report designer.

344
R
Varsity I
aaldrich
Freshman II
aaldrichFreshman II
asked in Reports and Generic Inquires
Generic Inquery - Get total count of records via OData

Hello, I’m using the Expose via OData with some generic inquires to get some data via the OData API. I need to know the total number of records. You can clearly see the total number at the bottom of the results grid but I don’t know how to get this information in the OData response. How can I get the total records for a Generic Inquiry in the OData api?

1581
C
Jr Varsity III
L
Freshman I
lewisadFreshman I
asked in Reports and Generic Inquires
How can I have the results of one widget update another widget on the same dashboard

I would like to have the results of one widget update another widget on the same dashboard. I have a list of customer invoices that are grouped by customer and shows aging on one widget. I would like to be able to highlight one customer and have the list of their invoices displayed in the other widget. Is this possible?

477
L
Freshman I
T
Varsity II
tahayabaliVarsity II
asked in Reports and Generic Inquires
UPS Bill of Lading

Hi, Is there any way to use the UPS Bill of Lading as a template in Acumatica Report Designer? I tried searching online but couldn’t find anything relevant. We would like to use the same layout as the UPS Bill of Lading. Is it possible to import that template into the Report Designer, or would we need to recreate the design from scratch? Thank you! Please guide

281
R
Freshman I
D
Varsity I
donnadeskins55Varsity I
asked in Reports and Generic Inquires
Report Designer - how to hide a field and not have the space for that field still show on the report

I have a Warranties section of a quote report that has static information on every quote. The customer also wants to be able to customize each section with additional information. I created attributes that allow the user to enter custom verbiage and I’ve added the attributes to the report: I also created a visible expression for those fields, as I don’t want them to print if the user hasn’t entered any text in those fields. The issue is that the space for those fields still prints (even with the visible expression). If you put a visible expression on the whole group, it won’t print and it won’t leave a space for the group. But I really don’t want to have to split each little section out to it’s own group. Is there a way to do what I’m asking?

3007
Chris Hackett
Community Manager
C
Freshman I
ChrisBFreshman I
asked in Reports and Generic Inquires
How to see all consumption on an item within a timeperiod

I’m hoping I’m simply missing something obvious. I looking for a report that I can define a date range, a warehouse, and a specific part and get a total amount that has been consumed for that part, through BOTH sales and production. The Turnover report doesn’t seem to take into account production usage. Before i go making a custom GI/Report based on the Inventory Transaction History screen to get a simple summary of issues and invoices, is there a stock report that my smooth smooth brain just isn’t noticing?

160
C
Freshman I
kyoung14
Varsity I
kyoung14Varsity I
asked in Reports and Generic Inquires
Sales Order Invoice Approval Email Notification and attached report problem

We set up approvals on SO Invoices. When the approval is created we want to send the approval requested email to the salesperson along with a PDF of the invoice. I created the email template and assigned it to be used for invoice approvals. I have 2 issues. (1) the email fires off when a new approval is created but for some reason it is creating 2 identical emails. Issue (2), even though I have a report configured to be attached as a PDF to the email, it is not creating and attaching. I know the email template is connecting to the correct data because in the body of the email I include the invoice # and approval ID - so it is seeing the correct data (see 2nd screenshot). And on the report attachment screen (1st screenshot) I specified the report, it sees the parameters and it sees the possible values to select for answering each parameter. But for some reason it doesn’t generate and attach the report.a Any ideas?

363
kyoung14
Varsity I
D
Jr Varsity II
dilysJr Varsity II
asked in Reports and Generic Inquires
How to exclude Prepayment Type in Customer Statement (AR641500) ?

Hi all, I want my customer statement does not include transaction with prepayment type. I have created a parameter doctype and filter conditions type does not equal ‘PPM’ but it does not work. Thanks in advanced.

44412
PaulMainard55
Varsity I
J
Freshman II
jlpatchFreshman II
asked in Reports and Generic Inquires
The Generic Inquiry screen for building and maintaing GIs gets incredibly slow once the GI gets beyond simple

Once a GI gets beyond a few Data Sources the performance of the Generic Inquiry screen becomes very slow and non productive. Having to wait 15 seconds just to go from the parent Field to the Child Fields is the definition of poor performance. As an implementation consultant, GIs are fundamental to transformation of data to information. The tools should be efficient and the Generic Inquiry screen has become fat with features but slow with performance.

374
J
Freshman II
S
Jr Varsity III
sspencerJr Varsity III
asked in Reports and Generic Inquires
Display Day of Week in GI

I would like to display the Day of the week in a GI, Either display, Sunday, Monday, Tuesday, etc… or display, 1, 2, 3, Where 1 is equal the first day of the week etc… So for Document Date, I would like to see Document Date Document Day 10/6/2023 Monday

1795
plambert
Jr Varsity III

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