Reports and Generic Inquires

Hi, I’ve created a very simple GI to show account’s history out of GLTranR DAC. However, I am unable to pull the beginning and ending balance data. The goal is to show each GL Account ending balance per transaction line. Basically, like the below showing the Account ID, BegBal, Debit and Credit Amt and its ending balance on that day.Attached is the GI I created. I am open to suggestions or if you could modify the GI to achieve this, that’d be great as I think many of users/consultants would want this. Thanks heaps! 😊I’ve created a GI to show ending balance per period, but we do need the specific date rather than the period with no way to check at any other point in time. With a date filter we simply go back to the day we need to check.

Hi, I created 2 sales orders for the same customer and created 1 shipment and added those 2 SOs. Now, the shipment contains 2 different SO numbers (SO0001 and SO0002). It splits the items up between the 2 orders but fails to reference which items belongs to the SO.I’ve added a group called groupOrderNbr to show the SO number and customer order number above the detail section. However, I am a bit stuck on making it only visible if there are different SOs in 1 shipment.I can easily add a column to add the Customer Order No and SO number in the details section, but it looks ugly showing those information on each line item. Do you have any other suggestions or maybe adding the correct visible expression? I’ve attached the rpx. Feel free to modify and play around it.

Hello, I checked, on Account receivable preferences , customer classes , customer it self, all mailing setting on invoice is using AR641000When  I print the invoice on Print/Email AR documents, ScreenId=AR508000, it is fine.But when I try to email the invoice on this same screen, it is attached PDF generated from SO643000 instead.The reason I can tell the difference is I made a little trick, on SO643000  the price won’t show this customer,on AR64100 it will always show price.My need describes here:Print and Send Email in Different Invoice Formats (Price Hidden)? | CommunityMy rpx is attached, please help. I need to email in format of AR641000

I ran into a scenario today where an SO was created after I had created a PO.  When the SO was linked the PO, the SO it showed all of that particular line item was allocated to that SO even though the amount on the SO was less than the amount on the PO.  That in turn makes it look like that item is in need of ordering again when it is not.Is there a fix for this or a setting that we might not have thought of?

Hi, I created a GI to show approval maps (XML attached). How do I set the sorting of Steps and Rules in ascending? Note that sorting of Rule description to ‘ascending’ won’t work. Also, how do I show the Entity and Field name from schema instead of DAC name?Approval Maps Steps and RulesShowing DAC name instead of SchemaSchema name 

I'm building a Project Margin Summary Report in Acumatica 2026 R1.I have a Generic Inquiry that returns project task detail with estimated/actual labor, cost, revenue, profit, and margin.The remaining requirement is to reproduce our legacy management summary with these rows:Total Project  Process  Shop  Controls  Controls Labor  Controls Material The challenge is that a single task intentionally contributes to multiple rollups. For example:Task 815 contributes to:  Total Project  Controls  Controls Labor  Can this type of overlapping rollup be implemented entirely within a Generic Inquiry, or would Blytheco recommend another supported approach (such as Report Designer, an SQL view, a DAC projection, or another reporting method)?Our goal is to stay within supported Acumatica functionality and minimize future maintenance.

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  

Hi, In GST Pending Recognition report below, there is an Unrecognized Tax Total. This is a standard report in Acumatica.How do I get the 2 headers  (Taxable Amt and Tax Amt) total just like how Unrecognized Tax Total is? Based on the screenshot below, it totals per Tax ID (i.e., G1SALESINCGST).I’ve tried using formulas such as =Sum(Max([SVATConversionHistExt.TaxAmt])) but that doesn’t work. It gives me wrong totals. I’ve tried variables too - doesn’t work either.  

Please confirm - when using a Trigger by Schedule you can NOT select screen by shared filter as you can By Record Change ???   

In Report Designer or Generic Inquiries, we can specify which values to include or exclude. Is there a similar feature available in Report Definitions? For example, I'd like to include accounts 100 and 500 while excluding account 200. 

We have a weekly report of order cancellations/adjustments which we send out to customers. I have been able to set up a Generic Inquiry to identify the Customers who need notifying with a scheduled Business Event to send an Email Notification with a report attached to those customers. However, we have a customer that would like that report sent to multiple email addresses each week. I have set up the email template as a Mailing in the Account Receivable Preferences, added it to their Customer Class, and added the additional Recipients on the Mailing & Printing tab of that Customer record. Yet, when I generate the email via the business event, those additional recipients are not added to the email. Am I missing something in the setup, or is this functionality just not compatible with a custom GI/report like this? Is there a different way the Email Template has to be set up so it can have those additional recipients added, like a special placeholder or something? Testing Event Setup

 In December, I identified discrepancies in my historical inventory valuation report. I was able to isolate the specific transactions causing the issue; however, I require guidance on how to properly resolve it.The issue appears to have originated from the following sequence of events:A purchase order was created, and the items were subsequently received into inventory in November. Upon receipt, the Inventory account was debited and the Inventory Purchase Accrual account was credited. The customer was then billed in December, resulting in a debit to Accounts Receivable and a credit to Revenue. After billing, the inventory was allocated to the job, at which point Inventory was credited and Cost of Sales was debited.For this particular item, the historical inventory valuation report reflects a beginning cost, which is the correct value, followed by a sale amount that is double the beginning value, ultimately resulting in a negative inventory balance.  I don’t understand why the sale colu

Hi all,I know there is an existing discussion regarding adding @FinPeriodID as the default value for Period schema fields in Generic Inquiries:Add @FinPeriodID as Default Value for Period schema fields in Generic Inquiry | Community   However, I haven't been able to find the workaround that others have used. Would anyone be able to share some insight?My goal is to have the Generic Inquiry default to the current financial period, as it currently loads all periods by default, resulting in performance issues and, in some cases, errors. Thanks for your time.   

Hey, gang - I’ve reviewed a number of posts related to this issue, but wanted to get the team’s thoughts on my specific case.  I’ve got a client who wants to see total INTran Issue Quantities over the past 12 months, by month, as well as On Hand, Available, and a few other metrics related to the individual Stock Items, all in a single GI they can manipulate by date.  We usually get the System was not able to get record count warning, and I’m wondering if the community has some insight that’s tailored to this GI.  I’ve attached it for reference, too.  FWIW Somtimes, if I remove the grouping and re-add it, or if I change the date parameters, the warning goes away. This GI is really two parts - the first is the month-to-month data from INTran, conditioned by financial period.  Here, I aliased the MasterFinPeriod DAC 12 separate times using the DateAdd formula to reflect the month via the Joins.  The DateAdd formula is using a parameter, so all the months can change based on the selected [

I have an existing GI that works and pulls records correctly.  I wanted to use it as a base for another GI.  I tried copy and paste from the clipboard,  I tried saving it as a template and I tried copying it by recreating from scratch using the same tables, conditions etc but the new one pulls no records before I even made any changes. I am completely stumped.  Has anyone else run into this issue?  We are on 2025 R2

I am developing a GI where I need to change pricing of items on sales orders based on customer price classes. For example: If a customer has a customer price class of CUSTOMER, I need to reference the price of an item associated with COMPCUSTOMER. COMPCUSTOMER will never be a customer price class that we actually designated to a customer, but it’s more of a reference.  I’ve been trying to create a reference GI for my main GI to use but because you can’t use formula fields as relation link I’m a little stuck. 

I’m trying to update the Days Sales Outstanding to accurately reflect how our accounting team calculates DSO. I’m able to get monthly sales and current AR, however, I can’t get prior AR. For example, for March, 12th of 2026, I would want to pull open AR for March 12, 2025, December 12th 2025, and September 12th, 2025. Is there a way to pull that information into this table, and if so, how? 

I am looking for a solution to find a way to edit my generic inquiry to highlight the names or descriptions in Appointments screen.I have configured my GI; the last thing I am trying to do is to find a way to see the duplicate names in Yellow.The result is  Could you please advise me on a way to highlight duplicate names in yellow?I tried using formulas in the Style and Grouping Tab sections, but I couldn't find a way to highlight duplicate values.

I’m trying to create a table that can tell users when a part was last cycle counted. I’ve attached the table that I have so far. The quantity is correct, however, some parts are not attaching correctly to their serial numbers, thereby resulting in no data being found for them. Any way to get this table to produce the correct results?

We have a production report that has a default date established in its parameters (@YearStart, @WeekEnd-1, etc.)  After the upgrade to 25R2 and Modern UI, these parameters no longer return results. Some AI searching mentions that the way relative parameters are evaluated has changed with Modern UI, and using relative parameters like @YearStart returns a NULL.Wondering if anyone has figured out the work around for this in Modern UI?

Hey there! I notice that when I edit a generic inquiry that is a data source for another GI, depending on the number of edits/saves I need to do sometimes the final GI starts to malfunction. Are there “best practices” for when editing a generic inquiry that is a data source for another generic inquiry? 

I have two reports that we use in our Acumatica  AR610000 and SO643000.   Both reports are invoices.   Both reports have the inventory item quantity, price etc in detail section1.   The reports also have detail section 2 with line item note and the SO report has detail section 3 with a product attribute.   With a goal of having the body of the invoice more readable, I enabled borders in detailsection 1 in both reports.  However, regardless of the the settings being identical, the AR report shows the borders in the report around each item and the SO report does not populate the borders.  I am stumped.  Here is an image of the control box from the AR report Detail Section1 properties from AR641000  The following is an image of the same properties box from the SO reportDetail section 1 from SO643000Here is the output from AR report AR report showing top dotted line  Here is the output from the SO report SO Report - not showing border 

Client is taking pictures of packages during the shipping process and wants to send those pictures to the customer in the shipment confirmation report.  The link between the Shipment table and the UploadFile table works fine and assume that we are only returning .jpg files.There are two fields of interest in the UploadFile table:  Name and ShortName as they display in a text field.Name field:  Sales Orders (011110) ShortName field:  receipts camera352545645 20260602T203435 522.jpgTo display the image with database as the source, I used the formula: = [UploadFile.Name] + '\\' + [UploadFile.ShortName]The issue is that it errors with:The link ‘Sales Orders (011110)\receipts camera352545645 20260602T203435 522.jpg\receipts camera352545645 20260602T203435 522.jpg’ was not an imageI can’t find anyway to get the ShortName to not repeat.  I’ve tried substring, instr, and left functions.Any ideas?

Hi everyone, I am working on a report to display the monthly General & Administrative Expenses. I was able to create the report, but it runs into an error whenever I try to run the 13th period. I tried to research why this is happening and found out that it’s because of the formulas I used to display the column headers. However, I can’t find an alternative or a solution for it. Could anyone have any idea about this? I have attached the XML file for the report. 

I’ve been asked to provide a sidepanel on a few screens that will display the Remit To address of the vendor on the current screen.  That part is pretty easy and I’ve already provided that to the users.But the sidepanel is displaying the results of a GI (the Sidepanel technically points to a Dashboard that has a Data Table widget on it that displays the GI results).  The results are displayed horizontally, and since it’s displaying 5 fields, the results are kinda squished.  I’d love to display the results vertically, like:Addr 1: 123 Main StreetAddr 2: Box 17City:  AnytownState: PAPostal Code: 12345I’ve tried a pivot table but that’s not really what pivot tables are designed for.The only solution I can think of is developing a custom form screen and tying the sidepanel to that.  That kind of form screen is pretty simple...but I feel like I’m going down a rabbit hole for something that doesn’t justify that much work.