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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 2,403 Topics
  • 9,627 Replies
2403 Topics
dominicpolicicchio03
Freshman I
dominicpolicicchio03Freshman I
asked in Reports and Generic Inquires
AR Aging Report without parent or children accounts

Hello.I’m trying to create a copy of or modify the AR Aging report. It needs to be run by salesperson but should not include any customers that ARE or HAVE parent accounts. That is, excluding any parent accounts and children accounts. I know I can simply add a parameter to run the report by salesperson, but I am having trouble finding a way to exclude the parent/child accounts.I think I can remove children accounts as those customer IDs are hyphenated so I plan to filter out all customers including a “-.” However, there doesn’t appear to be any fields in the customer DAC that identify if an account is a parent such as “isparent” etc.Does anyone have any ideas for this? Thanks in advance! 

182
nhatnghetinh
Captain II
T
Varsity II
tahayabaliVarsity II
asked in Reports and Generic Inquires
How to add grand total or sum of all in historical Inventory Balance Report

HI, I am trying to add total of each colum at the end of the report. But report is just populating 0 instead of sum of all values. Can any one give me idea on how to add it? I use variable of total end qty. But its nor working. Even its repeating again and again for every row. I have attached the report 

557
T
Varsity II
P
Jr Varsity II
PBSAJr Varsity II
asked in Reports and Generic Inquires
Report Designer - Group footer is automatically adding a page break

While trying to edit the production ticket, I created two footers for group1. My goal is to put groupFooterSection3 at the bottom of the page, but the report designer automatically creates a page break between groupFooterSection1 and groupFooterSection3. Does anyone know why this behavior is happening, or how to fix it? I attached some screenshots of the two sections and the preview. From the preview, we can see that there is plenty of room to add the groupFooterSection3 to the bottom of the page, but it instead adds a page and places that section at the bottom of the new page. 

543
P
Jr 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.

518
plambert
Jr Varsity III
J
Freshman II
jhutchinsonFreshman II
asked in Reports and Generic Inquires
Display multiple record results as 1 record by listing the one field that has multiple results as a list separated by commas.

I’m trying to create a GI that lists each Inventory Item one time and I want to show the Sales Category or Categories for each stock item without duplicating the Inventory Item. I would like the field to list all the Sales Categories that the Stock Item includes. For example, we have a Category called Machines. We have machine A and Machine B. We have several parts that can be used on both machines. When I make my inquiry I don’t want to see multiple records for the same stock item that has sales categories of each machine, I want the Stock Item Record as 1 line, but the field “Sales Categories” to list all of the Sales Categories the Stock Item is found in.

171
lauraj46
Captain II
S
Freshman II
swartzfegerFreshman II
asked in Reports and Generic Inquires
Can't access report in 24R2 -- Invoice so643000.rpx

Hi all,We have a fairly modified Invoice (so643000.rpx). We recently upgraded from 23R2 to 24R2, and we’re now having an issue printing so643000.rpx.The issue -- with international invoices, we had a template (IIRC) to remove 0.00 zero dollar value line items. Our AR gal would go to Print Invoice, edit/pencil, select template, done.Now when she edits, she sees “no data available” so I’m thinking ok, the old modified invoice probably got overwritten, maybe I will pull from a backup. Then I thought wait, I will just pencil/edit and check the versions, maybe there’s something in there I can use.So when I go to print, and then pencil/edit, I get a permissions error:So I dive into access rights and notice this:I'm already granted access. But the confusing thing is why are there only two levels (revoked/granted) vs the usual view, edit, insert, delete etc?And also -- those access rights are for Invoices, not so643000.rpx… I’m not even sure where I would set rights for reportsAny thoughts app

365
S
Freshman II
B
Jr Varsity II
bodiecJr Varsity II
asked in Reports and Generic Inquires
How to Relate a Duplicate Data Source Table to get extra information on a Single GI

I have been given a request to add an extra field to a “Production Order Material Summary” GICurrently the GI will display a summary of all the materials that were used in a Production Order. But my coworker wants, on that same GI, to also have a link to that Production Order number that the Material was created from. For example, we blend powder through a production order, then that powder is used as material for a Packaging Production Order. And they would like to have a link back to the creation of the material.  I attached my current GI, I have seen duplicate Data Sources before, but I have never used them myself. I assume I would need a second AMMTran to pull the creation transaction. But I have no idea how to relate it to the material instead of the Production Order that the material was consumed in. Any Help would be much appreciated. 

201
bwhite49
Captain I
S
Freshman II
SandyAFreshman II
asked in Reports and Generic Inquires
state fields is blank

In the condition tap in the GI my state field is blankSo, I'm trying to set the states to specific ones, but my state field is blank.I know the Address and ARAddress both contain all my states  

222
S
Freshman II
G
Jr Varsity III
gpineda64Jr Varsity III
asked in Reports and Generic Inquires
Issue with the the EPView DAC in the Tasks GI EP4040PL.

We upgraded a site from 23R1 to 24R2 and the EPView DAC is not providing the ability to query the “Read” status of the Activity any longer. It’s always marked as Read.The users were expecting to the new Tasks highlighted with the BOLD style, but the initial value for the Read field is always true.The EPViewMy DAC was made obsolete too.Is there another method to detect when the Task has been read by the users?Thanks   

100
G
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?

383
A
Jr Varsity II
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? 

231
BenjaminCrisman
Acumatica Employee
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. 

593
M
Freshman II
B
Jr Varsity II
bodiecJr Varsity II
asked in Reports and Generic Inquires
Variable Style IIF Expression

I have a slightly weird question.Can I have multiple IIF expressions within one field? It seems possible, but I am not sure how to accomplish this. I would like to change the cell style based on the text inside of it. But the system does not like me adding another IIF statement within my expression. This is what I have right now to keep it simple, but once I can get it to work, I will add a couple more colors. =IIf( [InventoryItem.PreferredVendorID]='100045', 'purple20', 'default') ORIIf( [InventoryItem.PreferredVendorID]='100351', 'yellow20',' default')   The System doesn’t like my OR placement, does anyone know a better way to do this?

403
B
Jr Varsity II
L
Freshman II
lewisadFreshman II
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?

629
Chris Hackett
Community Manager
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)/* */  

629
Chris Hackett
Community Manager
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

182
Chris Hackett
Community Manager
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! 

1413
D
Jr Varsity III
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

653
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

341
B
Freshman II
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 

536
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
A
Jr Varsity II
adaughenbaugh95Jr Varsity 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.

324
A
Jr Varsity 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?

292
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

1149
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

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