Reports and Generic Inquires

Hi, I have a problem when opening a report and creating a new report, Maybe someone knows why?I am using report designer version 17and acumatica version 2024 R2 

We just realized that our SOOrder CreatedOn is giving us issues when we make the date today and OrderType SO.The number of records shows in the soorder field is not the number of records that it pulls in to excel sheet. When the OrderType is SO and CreatedOn is today. The records say 27 but ones I pull it to excel it gives me 24 rows. In excel 4 of my rows are missing.Also, the OrderTotal in sum up to $128,992.65, but in excel it sums up to be $51,072.68What could be the problem? This is

every single page on the DAC browser errors out with this. I’ve logged out, I’ve tried firefox, chrome, and edge. What’s up with acu’s websites lately? yesterday i was getting admin denial errors on the resources log in page; today this.  Is there something i could have possibly have turned off by mistake?

Does anyone have a report suggestion for getting invoiced and entered orders within the same report (attached) without having to rebuild all the structure.

Hi Everyone, I am trying to create a GI that will breakdown the “Actual Amount” of the material account group on the Balance Tab of the projects’ profile, since I noticed the actual amount includes the cost consumed after LC adjustments or any form of adjustment after the PO receipt/INreceipt, Anyone with any idea on how I can achieve this?

Hello,I had a salesperson come to me and ask if I can make sure that the lines in her Project Quote match the lines that are printed in the report. I see for sales orders , SOLine.SortOrder can be used. However PMQuote.SortOrder doesn’t look to exist. Has anyone sorted the lines on a Project Quote?Thank You,Brent

Our financial officer requested a GI/report that allows him to see the amount of money we spent on goods for each month for each branch. I have gone around and around with APPayment, APTran, and APInvoice tables and I haven’t been able to find a way that allows me to getPayment Date (when the check was printed), Payment amount, which inventory items this payment was associated with (I was using the APTran table for this), and Branch (based on the APTran table)It seems like the inventory ID dissapears as soon as a payment has a closed status. I need the inventory ID in order to filter out which items are not goods or cost of good inventory items. Unless there is another approach that I am not utilizing. 

I am building a GI to track OutOfStocks from sales orders, but have gotten stumped on the inclusion of the sales order pop-up notes. (We track our OOS via notes, since the backordered SKUs get removed from shipment and then cleared out so the backorder status etc is not able to be tracked for just those SKU as it gets completed still.) It seemed like I only need PX.Objects.SO.SOOrder + PX.Data.Note, but when I access those note text fields it is not correct. When I use “inspect element” it doesn’t work on the open popup, only clicking the note symbol which only gives me “NoteShow”  Per the screencap above, I’m trying to get “OOS 183889” to show in the GI, but I can’t seem to target THAT note field.Note.NoteText pulled in the origin sales order notes from the external system and/or AP, not the no

I would like to know if anyone has already created a GI report for sales to monitor both open and already realized items for planning purposes. I have started building a new GI by copying an existing GI for open sales positions from sales orders, and I would now like to add invoiced positions as well. I am encountering difficulties, as it seems that the relationships are not set up correctly. Could someone here assist me with this?   

I checked the data for the date I filtered, and it has records. However, when I try to filter by parameter, nothing shows up.

We have several companies in one tenant, and we want to send batch payment remittances to different suppliers across these companies. Each company should have its own email template and sender. I tried overriding the Mailing settings for one supplier, but it didn’t work. Is it possible to send remittance email to multiple supplier with different email templates all-in-one go, and how can we set this up?

Hello!I currently have a report to show all orders entered for the prior date, and this is how it currently looks.This works fine but on Monday’s this will try and pull orders on Sunday (our company is closed on Saturday and Sunday). What would I need to add in this section to have this report skip the weekend and show me Friday orders on Monday? Thank you!

Hi,I’m trying to hide zero values in report through condition but there is a value difference when I run the report.Could you please me to hide values through visbile expression. I tried some condition but it is showing true or false.Please below image and RPX file  

Hey guys, I found a place to assign a vendor specific PO report. however the dropdown list is not showing my custom report that i uploaded via Report designer. Also overrride box is greyed out. how do I solve this?  

We built this GI in 2024. it was just last week found out that some of the data is repeating itself. Either in a negative or different date  

Hi Community,I’m working with the Inventory Valuation report (IN615500) in Acumatica and I need to filter the report by a date range.In my report schema, the main table used is INCostStatus, and it only contains fields like: InventoryID CostSiteID QtyOnHand TotalCost ReceiptDate There is no transaction date or financial period field available in this dataset.My requirement is to:Filter the Inventory Valuation report based on a selected date (for example, valuation as of a specific date or between a date range).I’m considering adding a parameter and filtering using:INCostStatus.ReceiptDateBut I’m not sure if this is the correct approach for inventory valuation in Acumatica, or if there is a standard/recommended way (such as using financial periods or another table).

I was hoping to add the ability to filter by SOLine.InventoryID_description in the Sales Order Details by Customer report, but for the life of me i can’t get this field as an option. Following what online tips i could find I added this field to the Viewer Fields in the schema browser. Then I also placed it in the groupDetails section on the report itself at another recommendation. Every other writeup i can find is either putting it in as a parameter or a sorting option, neither of which is what im looking for.End result, our staff wants to be able to sort this report by keywords in the item description. Sales Order Details by Inventory Item doesnt work for us in this case because its layout is item-first instead of customer-first.I have my fingers crossed this is something simple im just not seeing as i don’t spend alot of t

Recently we have discovered a couple of automation schedules that use the new Email Notifications functionality on the report screen have stopped sending the emails in the last week.  they were working previously.  The automation schedule history shows that the schedule fired and was successful.  The attached report in question does not have any parameters, and runs without errors when run separately.  The email addresses are hard coded into the Email Template.  There is no record of the email on the All Emails screen.Has anyone else seen this issue?Thanks,

I added the following formula to a GI: =[CSAnswers.Value]*[POReceiptLine.ExtCost]The value of CSAnswers.Value for one of the records is 0.204714, and the POReceiptLine.ExtCost for that record is 11,117.76. The value I get in the cell with the formula is 2,275.805472.The product of 0.204714*11,117.76 is 2275.96112064.After closer examination I realized that the formula is only using the first four decimals of CSAnswers.Value. So the value in the cell with the formula is the product of 0.2047*11,117.76 which is indeed 2275.805472.How do I get the formula to calculate the value using the additional decimals? 

hello all,After a bunch of research and import scenarios, yadda yadda, i found out how to shrink the amount of decimals the weight of our products is showing. However, when i edit the project, nothing reflect this change. I’ve edited it via the project editor, i’ve done the hard coding, i’m just not sure what i’m doing wrong. the internet tells me i need to enable and publish it, but the pages are already published. Do i need to take any further steps? 

Hi,Can anyone explain how to use LLike and RLike in Acumatica Report Designer?Do you need to put percentage symbol after the text or not?Thanks in advance!

Hi Everyone,I am trying to add a side panel that will list the details lines of the selected PO in the Commitment Tab of the Project screen, Could anyone have a clue on how to do that? 

We are using version 2025 R2. Whenever a GI or Pivot table is named (not shared), the same name appears on multiple and non-related screens. Refer attached screenshot. This happens with just about any GI or Pivot table filter. None of these are shared and yet these filters appear on non-related screens also. Clicking on them obviously displays an error message.How to fix this in such a way that these filters are available on related GI and Pivot table screens only? We don’t have direct access to the on-premise hosted application.

Hi, we have a GI that shows Won opportunities per period. Beside the $ value, there is a value that counts how many documents consists of it. However, it adds 1 count to in pivot tables. I’ve used all aggregate functions in Pivot table and Count Distinct is the best option which is still not correct as the value is still one off. If this is not a limitation, how do I correct this?There is no won in opportunities $50-100k (AUD), but it is showing 1 in the count column beside itUsed Count Distinct as the best option to show the ‘closest’ correct option 

I’m wanting to show the qty available in two different warehouses as two columns.  The records should all still come through, regardless of whether there is qty available or not.  For this reason I used a left join: But this left join should only be for records from a specific warehouse, so I added the following condition:  I would expect to see all inventory records, but only some are being returned.Do I have to use a subquery?  What is wrong with my condition that can be improved?