Reports and Generic Inquires

Hi Experts, I am trying to create GI for production order where i  need to display production Nbr, start date and end date, operation, with labor details( labour time, employee, and sales order from which production order is created and also production which is not linked with any sales order. here i am attaching screenshots for GI:-After creating this GI i am unable to get the proper data as required , please let me know if i am missing out something.

Each of my report pages is based on a single record. I’ve heard it rumored that there’s a possibility of making a variable at execution time which would record the value I’m looking for ([PMQuote.CuryAmount]) and return 1 or 0 (or True or False, etc.) when [PMQuote.CuryAmount] > 3000, and then I could use that variable (somehow? Not sure) to control whether or not my background image prints on a page.I’m new to Acumatica, so I don’t know where to start with this. Can anyone please advise me as to how I might go about doing it?

Quick Search in GI looses results when you go into a record an then exit back out.  We are using 25 R2.  We have noticed this on miultiple screens.you have to renenter or change the search criteria to get the results back.  Has anyone else noticed this?

Please mention how can we allow the screen level branch access permissions .My Scenario is,Consider the user already have branch “A” access permissions for all other screens. I need to allow access to branch “A / B / C ”  for only the identified screen.

Please consider if single user has multiple branch access. But I need when create GI with branch parameter with the restricted branch access (Eg: Only allow to visible single branch) . How it do ? 

Hi everyone.I spent quite awhile figuring this out, and I want to share the result in case it helps anyone out there. Formula =Iif(DayOfWeek(@Start) + Iif(DayOfWeek(@Start)<=@TargetDayOfWeek,7,0)+(DateDiff( 'd', @Start, @End) % 7)>=(7+@TargetDayOfWeek),1,0) + Floor(DateDiff( 'd', @Start, @End)/7)The above formula does it for any day of the week.Why?I wanted to be able to count how many hours someone was scheduled to work based on their work calendar between any 2 arbitrary dates.The problem is, the CSCalendar table doesn’t have a direct relationship to Dates, and I my Project Transaction data could have multiple entries per day (So I can’t easily sum by connecting the project or timecard records) It’s easy to figure out full weeks, it’s less easy to figure out the overhanging days... Example usage - How many hours was someone scheduled for between [DateFrom] and [DateTo]=(Iif((DayOfWeek([DateFrom]) + Iif(DayOfWeek([DateFrom])<=2,7,0)+DateDiff( 'd', [DateFrom], [DateTo])%7)>

Hi, I am unable to import ARM report from TEST to LIVE and have this error before I created a new report tried to copy the row and col set but still same result.Any suggestion would be appreciated. 

Estimated reading time: 15–20 minutesWhile working with Acumatica Report Designer, there are several small things that can save significant time during development and troubleshooting. I thought of sharing some practical tips that might be helpful to other Acumatica developers and consultants.I've compiled some practical tips and lessons learned that may help Acumatica developers, consultants, and report designers save time when building and troubleshooting reports.1. Passing Parameters to a SubreportWhen passing parameters from a main report to a subreport, make sure you verify the parameter mapping carefully.Example: A Sales Order report passes the Order Type and Order Number to a subreport that displays additional order information.Things to verify: Define the required parameters in the subreport's schema. Ensure the parameter names match the names expected by the subreport. Make sure the parameter data types are compatible. In the main report, configure the subreport control'

Hi Everyone,I modified the Transactions for Account (GL633500) report to display additional information by introducing two subreports. The report is displaying the required data correctly; however, I am encountering performance issues.The report runs significantly slower than before, and when generating reports for periods with large volumes of data, the process often fails to complete and returns a session timeout error.I have attached the following reports for reference:GL633500 (main modified report) LCCIPLRef (subreport) POOrdNbr (subreport)Any suggestions or best practices for improving execution time and reducing the likelihood of timeout errors would be greatly appreciated.

Hi all,We extract users from Acumatica with OData v4 (Python), DAC PX_SM_Users. The DAC endpoint returns fewer users than the GI on the same table. Odata return 523 usersGI return 762 usersBoth methods are using the same condition.Version: Acumatica Cloud ERP 2025 R2 (build 25.201.0213) Understood I can call the GI using OData, but i want to understand why this happens?   

I am very familiar with Generic Inquiry.I am trying to create a new one, even getting down to a very basic request, such as list AssetCD’sI get the result “error has occured”… generic inquiry does not exist anymore.I checked another one that worked, copied and pasted to a new GI and the same error message result….We recently upgraded to 2024R2.Anybody else having that issue?   

I have document with multi-select combo attributes and i need show them in my report

Hi, I have created a custom P&L. However, the YTD figures are incorrect. Our period is from April 2026 to March 2027 if that helps. Can you please take a look at the attached RPX file and tell me what needs to be changed to fix this. Thanks heaps!

Hi,I'm wondering if someone can help me automate a task based off a business event and schedule a report to send. Logic; Whenever a new payment is added to the Payment & Application screen. I want to run the AR register report at the end of the day at a specific time and email that report to a select number of emails. If there is no payment added to the payment & application screen then no report should be ran for that day. I know Acumatica has business events, and schedules available to do this. I'm just wondering what would be the best way to do this?  Any insight or suggestions is greatly appreciated.

Hi all, We upgraded to 2026 R1 (26.101.0225) and started moving screens over to Modern UI. Since then, users whose role has View Only access to an analytical report can no longer run it. Same roles and same access rights as before, and these reports ran fine for them in Classic UI.What we're seeing on an analytical report (RM screen) in Modern UI, by the role's access level on that report:- View Only: the Run Report button is greyed out.- Edit: Run Report can be clicked, but the report fails with "Object reference not set to an instance of an object."- Insert: the report runs normally.- Delete: runs (same as Insert). The Request Profiler shows the Edit failure here:PX.Data.Reports.ReportMaint.FillReportSettings()PX.Data.Reports.ReportMaint.FillReport()PX.Data.Reports.ReportMaint.runReport(PXAdapter) What we've found so far:- In Modern UI the report parameters page runs on ReportMaint with Report as the primary record, and it opens as a new unsaved (draft) record. In Classic, reports on

 We would like to maintain a list of all GI’s that are used in dashboard so that we know changes to the GI could impact DBIs there a way to see all Generic Inquiries that are used in dashboards?  

We have 2 email templates for sending POs.  One for standard POs and one for Blanket POs.How can I set the default email template for Blanket Po’s to be different than standard PO template?Who there need to be logic on the report mailing settings?  Would someone have an examples of what this logic would like ?  

Hi everyone,I have a question regarding the Historical Inventory Valuation report.When we create an invoice and ship the items, the transaction will reflect the Sales Amount in the report. However, I would like to understand whether this transaction should also reduce the Receipt Amount in the report, or whether the Receipt Amount should remain unchanged.Currently, the Receipt Amount is not displayed in the report, so I would appreciate it if someone could clarify how the Receipt Amount is supposed to work in this scenario.Thank you in advance for your help! 

Hey, I am pulling data from Acumatica, but it is pulling extra columns that are not in the GI.this is the GI This is my result in acumatica  But this is the result I am getting when it comes to excel. It has added 6 extra columns  

We have created invoices for a customer and the customer has paid all but the retainage on 2 of the invoices. How can I get the report to pull in the Inital amount, the Paid to date amount and the Unreleased retainage? My report currently only has the initial invoice amount. 

In my scenario user have only branch "A" access. But Sales order created from branch "B" as a consolidated document mixing both branch A and B SKU and the warehouse.  I create inquiry to filter data based on the Warehouse linking sales order master (SOOrder) and reference ( SOLine) table. But user not visible branch B sales order when both table link thorough Join. But only using the referance table can visible branch B Sales order number to the user. How resolved it ?

On the Project Cost History Report we have an invoice field in which we want to navigate to either the AP invoice or AR invoice depending on the transaction. Trying to do an IF statement =IIf([PMTran.TranType]='AP',[APTran.RefNbr],[ARTran.RefNbr]) but no matter what the hyperlink only works and navigates to the invoice that is the True part of the statement.If I have AP ref nbr mentioned in true part it successfully navigates to the invoice when you select the hyperlink in the report. When selecting a AR line it does not navigate to it:'object reference not set to an instance of an object’

When exporting the PO print format to PDF, the text displayed in the "Khmer OS Content" font does not appear correctly and differs from the Print Preview. However, when using the Print option and saving the document as a PDF, the font is displayed correctly in the downloaded PDF.  Any reason why this happens ?  

I’m getting this error when attempting to export a GI to an excel file using the Excel export button.  Any idea how to avoid getting this error AND get my Excel file?

Hi all,I have a client with a specific requirement. They want each report to show the screen ID of that report. For example, when I view report Invoice/Memo AR641000, then AR641000 should appears on the report.I’ve tried using =Report.GetDefaultUI(‘AccessInfo.ScreenID’) and =Report.GetDefaultUI(‘RowAccessInfo.ScreenID’) and these don’t workDoes anyone know what how this can be achieved?