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Discussion ForumsFinancials 199 Distribution 196 Manufacturing46 Construction48 Field Service38 Commerce 44 Payroll25 Configuration and Installation 102 Reports and Generic Inquires 159 Integrations and ISV Solutions 101 Customizations209 Import and Export Scenarios 54 System Health and Performance 17 Everything Else 113

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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

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PowerBI: credentials failing on OData connection despite successful XML view of OData Generic Inquiries

Hello all,Looking for some OData insight here. The goal: pull a Generic Inquiry through to Power BI.I have the XML page working great with the "Odata" test URL following the naming convention: http://<application site domain>/odata/<company name>I assumed that was the “test” that would e...

The variable to control sub report visibility does not work when exporting to EXCEL, while it is working on Screen and PDF

Hello, I’ve met an issue in 2020R2 as below: I created a Variable named FN to control the sub report visibility.If $FN=0, would display sub report “FNNOW”,if $FN>0, would display sub report “FN”, As math tells, the two conditions above can not be both true at the same time It is working as...

Adding Backordered Items to Invoice

Does anyone have any ideas on how to add backordered items to an Invoice? These would be zero dollar lines for visibility purposes only.We have the Add Zero Lines for Items Not in Stock checkbox checked on the Sales Orders Preferences (SO101000) screen so we get the following behavior: 1. Create a S...

21R1: GI Data Field Relations do not allow you to join fields from other tables in the GI

In a GI, I need to query the WarehouseDetails settings for Material items included in MFG BOMs.Normally I would join AMBomMatl to INItemSite ON AMBomMatl.InventoryID = INItemSite.InventoryID AND AMBomMatl.SiteID = INItemSite.SiteID.In this case however, the client has not populated AMBomMatl.SiteID,...

Different Values of the Same Field?

Can anyone explain why these provide different values?from the results grid the result:from the GI

Historical Purchase Accrual Summary

Is there a way to edit the out of the box Purchase Accrual Summary to have a parameter added so it can be run up to a historical date. For example if I wanted to know what the Accrual balance by vendor as of 3/31/2021 can that be added?

Report - rotate text

Is there a way to rotate text on a report in Report Designer?I print information on a label and have a 3/4” section of the label that runs vertical.Is there a way to rotate this information?

Custom fields in push notifications and Generic Inquiry

Hi All,We have configured several custom fields in Customization project for our Business Account in Acumatica. We have also used Push Notification using a Generic Inquiry to send us notifications when any field is updated in Business Account. The Generic Inquiry has the custom fields added as well....

The sub report parameter works only after the sub report be triggered

Hello， I’ve studied the article, but I do meet a issue. I write a sub report, and want the sub report be displayed only when it is having count(lines)>0 Per my test, only when the subreport be trigger at least once, will the subReport1_Count having value. Like bel...

Linking ARInvoice table to CRActivity table

I am trying to build a GI with the invoice info and the activities that belong to it. I was trying to link table ARInvoice with CRActivity. Has anyone linked these two table up before or know if i am targeting the wrong activity table ? Thank you .

Issue referencing Production Order Attribute in report.

So we are about to try and use an attribute on our Production Orders for the first time. I have associated an attribute with a production order type that we use for all of our production orders. It is a checkbox. I now need to show a textbox on the production order ticket when this checkbox is chec...

Date Shift in Generic Inquiry Parameter

I have a Generic Inquiry that sums transactions over a date range specified by Required Parameters StartDate and ThruDate with Default Values of @YearStart and @MonthEnd-1 respectively:Generic Inquiry ParametersAs I needed the ThruDate in Excel exports of this GI, I added it to the Results Grid:Gene...

How to order column alignment in excel when exporting a report designer

Pivot Table Filter

I am creating a pivot table for shipment line details and want to be able to filter for multiple shipment numbers.However, when you add Shipment Number to the filter section you only have limited options for filtering, as below:Is there any way to make this a multi-select filter so the above would s...

Report désigner exporter en Excel

I export the report designate to excel, but i find the columns and rows in unordered file so that are merging.I need a solution, thanks in advance

Pivot tables - number formatting

Hi, I have created a pivot table for shipment data and it has lots of number fields that are presented as text, when you export to excel. Is there a way to format the number columns so, it will show left aligned in the table and will have the correct format when exported to excel?

Business event- Trigger on INItemsaleshis_FinYtdQTYSales Does not work. How to make it work?

Hello, I have a need to monitor 1 item’s sales qty. If the qty reaches a certain amount, I shall do something.(business subscriber). I choose the INItemsaleshis_FinYTDQTYSales to monitor, because it is a aggregation sum value. However, I add 2 “or” trigger conditions on business eve...

How to include the Aggregate Field like Sum in GI Export to Excel?

Hello, How to include the aggregated field or sum fields in the bottom of a generic inquiry when exporting to excel? Thanks, Ed

Generic Inquiry - How to filter an GI when GI is exposed via Web Service EndPoint?

Hi,Is it possible to pass a Parameter to the GI when the GI is extended via a WebService EndPoint? Setup:I have created a generic inquiry called SubcontractsByProject, it takes in 1 Parameter called ProjectID, I have set the ProjectID with a default value of a project and it filters to that Project,...

Creating a GI or report parameter to filter a datetime field by date AND time

Recently we had the requirement to create a Generic Inquiry and Report with parameters to filter on a date range using both date AND time to account for multiple labor shifts. I could not identify a schema field that included a time component, so I created two additional string parameters for the ti...

Generic Inquiry-How to ignore grouping on column

Hello all,I’m working on a generic inquiry. I need a total inventory amount for each item. The result as below. The item existed in different warehouse. When I add a grouping for InventoryID. The result become to : My question is how do I ignore grouping on MSRP column? My GI setting is below.

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