Reports and Generic Inquires

I recently noticed that when using the Prepayment Invoice functionality that the Prepayment Invoice seems to be considered a Payment despite not having received any Payment against that invoice. I am honestly surprised, but is this expected?It is truly just an Invoice like any other, but Total Paid and Unpaid Balance considers it a Payment it seems like. Does anyone else have this issue?We are having issues with appropriately reporting the true Balance due on an Order and depending on what stage the Prepayment invoices are in, the Balance Due is off by the $ Amount of Unpaid Invoices pretty much. 

I have a few GI’s that need to be locked down so users cannot reorder the columns or hide columns.  I also would like to prevent them from making filters.  Is it possible to lock them down for certain users so they cannot do these things, yet have the parameter fields still be available to use?

Hi, so i have created this YTD GI report. I'm trying to insert in date ranges that can make me see both years at the same time. But when I finish no data is showing. Can I get help please 

Hi all, I have subreport in the header area that I can’t get to render. The subreport runs fine when I add it to the site menu and run it separately. I have an almost identical subreport running fine in a detail section (see below).I even tried putting the second subreport in a detail section. Lastly, if I add a field to the subreport header or footer, those fields show up. Any thoughts?   

Hi, I’ve created a custom GI to link GLTran table to ARInvoice table. In the GI, I want the branch/company details such as address, ABN, email, etc.The relations I did was to link ARInvoice to Branch, Branch to OrganizationBAccount > OrganizationBAccount to Address and Contact tables, but returns nothing in the GI. I’ve attached the GI I created, can you please help identify what I’m missing here? I’ve done it this way before, but this specific GI isn’t showing the details I need. Thanks for your help!

Hello,I have an integration with a 3rd party EDI provider into Acumatica.I need the ability to compare the incoming EDI (derived from non-standard Acumatica tables) total amount of the EDI sales order with the Acumatica sales order total amount. Example:EDI sales order total = $50 (data stored in custom tables)Acumatica Sales Order total = $51Print this record on my new custom report because the sales order TOTALS don’t match. Discounts are involved which are causing the discrepancies I need to report. I have written a report that accurately reports the Sales Order number and the total from the EDI tables.I intend to use this as a subreport.The total is in a group footing as it sums up the individual lines of the order.This part works. I can write a main report that will accurately calculate the total of the actual Acumatica sales order.However, this too will have the order total in a footer as a subtotal.  (main report) So I have a subtotal on a group in a subreport that I want to com

I’m creating a Pivot Table from a Generic Inquiry and I have multiple rows included. In this example, I’m just pulling the Employee, Project, and Time Entry and mashing them together so we have a report that shows Employee totals and Employee Project totals. It looks and works great. But the problem is when you export to Excel and it looks not so great. The second column moves over to the blank column when the name doesn’t show (names and project names replaced with generic data). Is there any way to stop this from happening? I would expect it to look more like this considering this is how it looks in the pivot table: Anyone have any suggestions? Or is this just a bug?Editing to add a quick note: I could do this in Report Designer with a Tabular Report which downloads nicely to Excel, but then I can’t have a total on the far right side.

Is it possible to restrict/hide export of a report created using report designer?  

Good afternoon,I am working with an email template that contains a dynamic link to a specific employee timecard. The link looks correct in Outlook but clicking it takes me to the oldest record I have access to rather than the one specified. I used the “Get Link”>External feature from the record I needed and then added the TimecardCD to the end of the link. My link the in the email:[site-url]&ScreenId=EP305000&PopupPanel=Inline&TimeCardCD=((EPTimeCard_timeCardCD))This correctly displays in the sent email as: [site-url]&ScreenId=EP305000&PopupPanel=Inline&TimeCardCD=0000040Hovering over the link in email also shows the correct URL. When I click the link, the URL bar briefly shows the following:[site-url]&ScreenId=EP305000&PopupPanel=Inline&TimeCardCD=%E2%80%8B0000040And takes me to timecard 0000005 instead. We are using the modern UI in 2026R1. 

Hi everyone,A few days ago ​@ray20  asked whether there's a "Dashboard Reference" for the predefined dashboards, similar to the Report ReferenceThere isn't one, so I decided to build it with the help of AI.Acumatica Dashboard Reference (2026 R1): https://beacon.acumatica.com/reader/shared/d1fcb29f-5245-42e0-b4d8-65f1fd7808d1/rootIt covers all 70 predefined dashboards in 2026 R1, grouped by module. Each dashboard page shows its screen ID, what it's for, where it's published, and every widget with the generic inquiry or form behind it.I've checked everything and didn't find any mistakes. If you notice one, send me a PM and I'll fix it. I'll keep it up to date as new versions come out, and I'd be happy to hear any feedback or suggestions.

For reports, Acumatica provides a Report Reference that lists each predefined report, the module it belongs to, and what it is used for. Is there an equivalent document for the dashboards that ship with Acumatica ERP?

Hi, wondering if it is possible to create a GI that shows current year vs last year’s data? Attached is a sample GI that shows current year’s figures. How do I add last year’s data to compare them? Once working, I will need to add it onto a dashboard.If this isn’t possible, I’m thinking creating a new GI with last year’s data and add it onto the dashboard beside the current year.

Hello Experts，Do you  know whether Acumatica dashboards support the following combo chart​ in a single widget? Looks like belwo chart on the pic.X axis: month Columns: Quantity, stacked (or clustered) by item, showing each item's Qty separately Line: Sales amount, on a secondary Y axis​ (Sales and Qty are on very different scales)If not natively supported, please advise on the recommended alternative.Thank you. 

Has anyone figured out a way to bring in Inventory Allocation Details to a Generic Inquiry? I would like to add InventoryAllocDetEnqResult.RefNbr The DAC Schema Browser shows “Nonexistent in DB”

I am in purchasing for our company and purchase products for all of our branches (warehouses). What I am looking for, because I don’t see this functionality in Prepare Replenishment, is way to see for a specific vendor what all the branches' needs are on one screen without changing warehouses.

Hello Acumatica Support Team,We are encountering an issue with inventory label printing misalignment when using DeviceHub to send print jobs to Zebra thermal printers. The labels are triggered from Acumatica during the inventory receiving process and are based on custom reports designed in Acumatica Report Designer.Label Specifications:We have created three custom reports with the following label sizes and formatting: Large Label: 3.00” x 4.00” Medium Label: 1.25” x 2.75” Small Label: 1.00” x 1.50” All layouts include spacing of 1/16” from the top and 1/8” from the bottom, with no left or right margins, to match our physical label stock and printing requirements.Issue Description: When previewed as PDF within Acumatica, the labels render correctly and align perfectly with the defined dimensions. However, when printed via DeviceHub to Zebra printers: The output is vertically misaligned (e.g., content printing too high or too low) There is noticeable deviation from expected

Looking to make a report that will print on a Zebra label.The only report parameter I need is Item # (InventoryItem.InventoryCD) and the the user should be able to select a single Item # for printing.This is the end goal - a 4”x6.75” label with the Item ID and Item Description.Need to be able to select and print a label for either Stock or Non-Stock Items. The report I’ve created gives me a look-up option for the item but when run the report, I get a label for every item in the system (and this is not my intent). I’m learning Report Designer through trial and error and this request seems so simple, yet I’m stumped. Any help would be appreciated.

It seems so many build in GIs don’t do this by default. We have to modify the GI for it to show as a negative number. Would be helpful if this was built into the GIs automatically. Is there any plan to do this in the future? 

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 time components.  I then parsed the time parameter and added the corresponding number of minutes to adjust the start and end dates in the GI/Report condition.  I also had to make an adjustment for UTC, which works differently between the GI and the Report.  GI search screen:Condition on the GI:It seems a bit hacky, but it does do the trick.  Has anyone else encountered this requirement and possibly found an easier method to provide the functionality? 

I'm configuring dashboard with 'Employee' parameter and Widgets which display data from my GIs depending filtered by this 'Employee' parameter.Here are screenshots of current parameter settings and example of filtered widget settings.For the context 'Approver ID' is field EPApproval.ApprovedByID.I want by default to have current Logged user selected for 'Employee' parameter, but when I set its default value to @me the value on Dashboard page just gets value @ME and not current logged user. Could someone help fix this?  

Our bank is transitioning to using Payee Address as a field used in Positive Pay for checks.Does anyone know if there is a report that would yield:Check numberAmountDatePayee AddressThank you in advance!Cher

how can I get a summary of business account activities based on specific date or dates.

Hello,I have added the Mass Action Release to the GI Reconciliation Statements, but when attempting to release, the following error occurs. Unable to cast object of type 'PX.Objects.CA.CARecon' to type 'PX.Data.PXResult`1[PX.Objects.CA.CARecon]'. at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args) at PX.Objects.CA.CAReconEntry.release(PXAdapter adapter) at PX.Data.PXAction`1.RunHandler(PXAdapter adapter) at PX.Data.PXAction`1.<Press>d__39.MoveNext() at PX.Data.PXAction`1.<Press>d__39.MoveNext() at PX.Data.Maintenance.GI.GIFilteredProcessing.<>c__DisplayClass36_1.<PerformAction>b__2(GenericResult rec, Int32 index) at PX.Data.Maintenance.GI.GIFilteredProcessing.<>c__DisplayClass35_0.<HandleProcessingExceptionsFor>b__0(GenericResult gr, Int32 i) at PX.Data.Maintenance.GI.GIFilteredProcessing.HandleProcessingExceptionsFor(GenericResult item, Int32 itemIndex, Func`3 action) at PX.Data.Maintena

Hello everyone in the community,I am working in the Acumatica Report Designer customizing the Accounts Payable report AP632500.rpx (AP Vendor Summary / Details). I need some help to solve a total accumulation issue with USD amounts in the group footers.Technical Context & What We've Done So Far: Currency filtering (CuryID): We modified the detail cells for the Monto USD and Saldo USD columns with a conditional so they only display data when the document is in USD and remain empty (Null ) for peso (MXN) vendors, avoiding visual duplication. Sign inversion: We applied logic to subtract documents of type ADR, CRM, and PPM. Current formulas in detail cells: Monto USD: =IIf([APRegister.CuryID] = 'USD', IIf([APRegister.DocType]='ADR' Or [APRegister.DocType]='CRM' Or [APRegister.DocType]='PPM', -1 * [APRegister.CuryOrigDocAmt], [APRegister.CuryOrigDocAmt]), Null) Saldo USD: =IIf([APRegister.CuryID] = 'USD', IIf([APRegister.DocType]='ADR' Or [APRegister.DocType]='CRM' Or [APRegi

Dear ALL,Is there a DAC in Acumatica that provides the opening inventory balance (ideally by period or date) for an item by Lot/Serial number without requiring customization?Specifically, I want to create an “Inventory In-Out-Balance Report by Lot/Serial” for each item by Lot/Serial number for any desired time range, as shown below. To create this report, I need a field that calculates the opening inventory balance based on the specific reporting period.  Best Regards,NNT