Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 446 Topics
  • 1,585 Replies

446 Topics

A
Freshman I
apallawala21Freshman I
asked in Reports and Generic Inquires

End Date parameter of a GI is not working accurately for released date.

Hi, We wanted to create a GI to get the inventory in and out details for a given time period hence we created a GI joining PX.Objects.IN.INTranSplit and PX.Objects.IN.INTran tables. Inquiry title is Inventory Transaction History Inquiry.Then we gave start date and end date parameters using the release date in InTran table.The end date parameter seems not working properly. For example, if we give the end date as 3/31/2022 the data shows only up to 3/30/2022. Is there any reason behind this behavior or have I not set the GI in a correct manner? Please assist me. Best Regards Amanda  

3
Naveen Boga
Captain II
3 hours ago
T
Jr Varsity II
TharidhiPJr Varsity II
asked in Reports and Generic Inquires

Additional Parameter Addition to GL Register Detailed Report

Hi All, I am modifying the GL Register Detailed Report (GL621000.rpx). I am trying to add 2 optional parameters (Module and Batch Number in Journal Transactions form) but the batch number selector parameter does not get populated. Hope you can help.Module ParameterBatch Number ParameterFilter ConditionsErrorThank you.

2
T
Jr Varsity II
6 hours ago
T
Jr Varsity II
TharidhiPJr Varsity II
asked in Reports and Generic Inquires

Customized Inventory Register Detailed Report Issue

Hi, I have customized the Inventory Register Detailed Report and no additional joins have been added on my end, but there is a duplicate line being printed on the report, this happens in the original report as well. How can I modify it to not print a duplicate line?Transfers Form has 2 recordsOutput has 4 lines  

2
Chris Hackett
2 days ago
hayleehicks18
Freshman II
hayleehicks18Freshman II
asked in Reports and Generic Inquires

Adding Print Label column to GI seems to cache fields that are populating into report parameters

Hi all! I’ve created a set of labels using Report Designer and added to the site map. I now want to add a Print Label button to a generic inquiry. I setup the report up in the navigation parameters, added a column that reads ‘Print Label’ and pointed the navigation to the report/labels. This works when only needing to print one label. But if I click print label on one row and click print label on another row, for example, the second row displays the data from the first row. It doesnt seem to update based on the row I am clicked on. Is this a bug or is there a setting needed to get the print out to show the correct data per row? Thanks!

3
hkabiri
2 days ago
F
Freshman I
FrancesPantelidakis24Freshman I
asked in Reports and Generic Inquires

Ouput Issues with GI (Generic Inquiry)

Hi,I am still green to creating Generic Inquiries. I am trying to create a GI that displays the total inventory Items including qty and amount for each customer invoice. Then from there I am going to create a dashboard that shows the top selling items for each inventory item by qty. Here are screenshots for my total setup. How can I get the Customers Invoices to consolidate/filter correctly in my GI? Let me know or what conditions/settings I am missing? I have also attached an export of the GI if needed. Thank you,Frances Pantelidakis  Screen 1 Tables Setup: Screen 2 Relations Setup: Screen 3 Sort Order: Screen 4 Results Grid: Screen 5 Output of GI:  

6
Naveen Boga
Captain II
2 days ago
wfilipiak67
Pro III
wfilipiak67Pro III
asked in Reports and Generic Inquires

How to get the Acumatica not SQL GL account code in a GI

Hi, I am doing a GI to show the GL accounts for NonStock Items.The NS Items are tied to a posting class. The posting class can use the default of Inventory Item (I) or Posting Class (P) I am trying to get the GL account to be in one column. My data field looks like this: =iif ( [INPostClass.InvtAcctDefault]='I', [InventoryItem.InvtAcctID], [INPostClass.InvtAcctID])The GI is returning 2037 instead of the GL#, 11302. Is there a function or a way to get the 11302( The GL from the chart of accounts) to display? Thank you, Bill 

2
N
Freshman I
3 days ago
B
Freshman II
brucewarrell96Freshman II
asked in Reports and Generic Inquires

Cannot get INLocation.LocationCD to be a lookup parameter on a report

The report only has one table, INLocation.  I want a parameter linked to LocationCD to be a lookup.  I cannot get that to work.  Here is my setup: What are the rules for adding a lookup parameter to a report?

12
B
Freshman I
3 days ago
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires

Share a formula to get the current FinPeriod to be used in Generic inquiry

Hello,    Irina previously shared a trick to get the current finperiod as default in GI.  This worked fine in 2020R2, but it does not work in 2021R2.  Normally, we just only want the current period data.The below trick is working. If someone has better solution, please also share. Thanks. Although it shows 06-2022 in screen, it actually stores as 202206 in DB, so I am using the below formula to calculate current fin period.=IIf( Month( Today())>9, Concat( CStr( Year( Today())),CStr( Month( Today()))),  Concat( CStr( Year( Today())),'0',CStr( Month( Today()))))And then put it in GI conditions. 

0
R
Captain II
4 days ago
A
Freshman I
aborisova37Freshman I
asked in Reports and Generic Inquires

Purchase Request History (GI)

We need an generic inquiry that will show users statuses of their PO Requests all the way up to related PO Receipts.Please help us to link the Request Line table to Requisition Line table.There is a button on the Requests screen that will open up the Requisition detail. What fields should we use to link together Request Line to the related Requisition Line in the GI?Many thanks in advance!

2
A
Freshman I
4 days ago
arlinewelty
Freshman I
arlineweltyFreshman I
asked in Reports and Generic Inquires

Display Customer Balance on A/R Invoice Form

Howdy all,I’m looking for support on showing some additional customer aging data on the Invoice Form (AR641000).Ideally I’d show these fields:Customer Current Balance Invoice Amount Customer Current Balance - Invoice Amount as “Revised Balance” I *think* what I want to do is add a subreport to the invoice form (AR641000) that references the Customer Documents Total filed from the AR Balance by Customer Report (ar632500). But I’m not clear how to access that exact field value:But I’m not sure what the best way to proceed is in order to recreate the field “$CustomerBal” and add it to the Invoice as a subreport.Or, should I try and do the linking within the current report so I can have “$CustomerBal” interact with the invoice total field? Would be curious to hear what others would do.Thanks for the ideas! 

5
AWelty24
Freshman I
5 days ago
T
Jr Varsity II
TharidhiPJr Varsity II
asked in Reports and Generic Inquires

Display Approval Information in Purchase Order Report

Hi, I am customizing the standard PO report to reflect information shown on the Approvals tab in the Purchase Order form, the approvals are shown in the footer of the report, therefore I use a sub report to display the approval information. At the moment, values are not displayed in the footer even though Approvals are listed. Please let me know how I can fix this issue.Thank you.

2
Chris Hackett
5 days ago
C
Freshman I
CalvinFreshman I
asked in Reports and Generic Inquires

PO Receipt To PO ReceiptlLine Relationship In GI

Hi All,I am trying to get OpenOrderQty to show on a GI that is based on Purchase Receipts screen. I have linked POReceipt to POReceiptLine as per DAC Table, however the value for OpenOrder QTY does not show up.If someone can let me know what is missing in order to make this work, it would be wonderful.Kind regards,Calvin Law

2
C
Freshman I
5 days ago
S
Jr Varsity II
schneur96Jr Varsity II
posted in Reports and Generic Inquires

Generic Inquiry Max number of Row

HeyI was wondering if anyone was able to create a GI with more than 213 Rows. The max seems to be 213. Also, has anyone added new rows to a GI  from the XML file? My guess is you need to generate a new RowID; that's something I have not been able to figure out. 

1
S
Jr Varsity II
5 days ago
K
Freshman I
KempOdell68Freshman I
asked in Reports and Generic Inquires

A similar GI error but different field type

Like my last question, I am receiving the following error, but it is not on a field that can have a aggregate function. I have attached the xml file.Sorry for all the questions. I will get this down eventually.

2
K
Freshman I
5 days ago
K
Freshman I
KempOdell68Freshman I
asked in Reports and Generic Inquires

Output error with GI

Still trying to fully understand the workings of the GIs.I have a GI that is working in our sandbox system, but when I create it in our live system, I receive the following error: Any assistance on this would be greatly appreciated.

4
Naveen Boga
Captain II
5 days ago
C
Freshman I
CetyliteFreshman I
asked in Reports and Generic Inquires

Edit Generic Inquiry to include a default date range of MTD

I am struggling to add a date range to this generic inquiry. I need to add the date range of 1st day of month to last day of month in the default value section of the parameters for a generic inquiry.  Thank you in advance for your help!

2
C
Freshman I
5 days ago
Yuri Karpenko
Semi-Pro III
Yuri KarpenkoSemi-Pro III
asked in Reports and Generic Inquires

Approved AP Bills

Trying to build a GI to show AP Bills approved by a specific employee (or any employee really), and can’t find a way to join APInvoice with EPApproval or EPOwned or any other DAC that can have approval data (approvedByID). Any ideas how to solve this riddle?

2
Yuri Karpenko
Semi-Pro III
6 days ago
M
Freshman I
marisa10Freshman I
asked in Reports and Generic Inquires

simple report for customer totals

hi all, is there an out of the box report that shows totals sales for a customer? this would include open sales and sales history and should also include credits. thanks in advance.

3
M
Freshman I
6 days ago
TimRodman
Semi-Pro II
TimRodmanSemi-Pro II
asked in Reports and Generic Inquires

Dashboard Scorecard KPI Rounding

When I add a Scorecard KPI Widget to a Dashboard, it rounds the result, which I don’t like.Here is a screenshot where the number is actually 5,001 but it rounds to 5K: Is there a way to get this number to appear as 5,001 and not 5K?

2
TimRodman
Semi-Pro II
6 days ago
M
Jr Varsity III
MarciaWJr Varsity III
asked in Reports and Generic Inquires

Line level tax values in invoices

Hi allI need to show VAT per line in our Receivables invoice that prints for customers, but I’m finding that both the ARTran.curyTaxAmt and ARTran.taxAmt fields are showing zero.  Is there a different way to do this?

2
M
Jr Varsity III
7 days ago
C
Freshman I
CalvinFreshman I
asked in Reports and Generic Inquires

Issue with Summing up Lines

Hi All,I am creating a report that will help me identify amount of defect / return over a period of time. I used SO.61.10.00 Sales Order Detail By Customer as base report. The issue I am having is that the SOLine.ClosedQty is not able to sum based on the different order types. I have multiple order types that I need to subtract each other in order to produce the result I am looking for. Below are what I am trying to do:Sum of Sales Order - Sum of Correction (Custom Order Type)Sum of Credit (Custom Order Type) + Sum of Replacement (Custom Order Type)I used IIF function in on the detail and it work fine, only when it comes to SUM where the number is off. ‘=IIF([SOOrder.OrderType]='SO',[SOLine.ClosedQty],IIF([SOOrder.OrderType]='CO',sum([SOLine.ClosedQty]),'0')‘Are there any suggestion on what I can do in order to achieve what I want?Kind regards,Calvin Law

14
C
Freshman I
9 days ago
NAthukorala47
Jr Varsity III
NAthukorala47Jr Varsity III
asked in Reports and Generic Inquires

Need to distinct table column(Removing Duplicate values)

Hi, We have created a Inventory Transfer with added from Location and To Location. There are Two Items. We have created a report. We changed the Existing inventory transaction report.   Mainly we are using INtran table and if we have two different location system create two lines in same table.  we tried removing the location columns. but we could not find any distinct column option. We need see only two lines in above example. Expected result as follows.   RegardsNethupul    

5
C
Freshman II
9 days ago
N
Freshman I
nhatnghetinhFreshman I
asked in Reports and Generic Inquires

Which DAC takes the data of the accounts of full periods of the year?

Dear ALL,Please help me to know which DAC takes the data of the accounts for all periods of the year (Period 1 to Period 12).This DAC will have Fin.BeginingBalance, Fin.PTD Debit, , Fin.PTD Credit, Fin.YtdBalance,.. almost like DAC GLHistory. But the DAC GLHistory is missing periods where there are no transactions.Many thanks !NNT  

2
N
Freshman I
10 days ago
M
Freshman I
mikehoFreshman I
asked in Reports and Generic Inquires

Activity Start Date field and End Time field displaying as 1 day earlier in GI

I'm putting together a GI around Tasks to use for Dashboards and I need to use the Start Date and End Time fields to show the Start Date and Due Date of tasks. However, I've discovered as I was trying to set up filters for the data that the Start Date and End Time fields are displaying as 1 day earlier in the GI results than they actually are when you go inside the Task.For example, in the GI results this Task is showing a Start Date of 6/15/22 and End Date of 6/16/22: However if you go to the actual Task itself you'll see that the Start Date is really 6/16/22 and End Date is really 6/17/22: Anyone know what's going on here and how to fix it so the GI results show the correct dates? The filters appear to be working off of the true dates in the tasks which makes the GI results seem off when using the filters. The only thing I can think of is perhaps there’s a time zone issue between the fields?Thanks!

2
M
Freshman I
10 days ago
T
Freshman I
Therese ErtlerFreshman I
asked in Reports and Generic Inquires

Add Default Location in Vendor Location Generic Inquiry

I’m trying to sort out default locations for vendors using the vendor location generic inquiry. I’m able to add the “IsDefault” from the Location Table to the results grid in the generic inquiry but when I run the query no locations are marked as default, even though obviously one for each vendor should be the default. Am I missing a step or choosing an incorrect field?

20
Chris Hackett
10 days ago

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