Reports and Generic Inquires

Hello! I currently have a GI that shows all sales within a certain time period. However I am noticing that credits are showing as a positive number. I saw a few ways that you can turn them into negative but my report is built off of ARTran fields. Is there a formula I can use for this? Here are my current fields in the “Results Grid” tab 

Hi.I would like ask why my report is not working anymore in the new update, especially the groupheadersection1 (header for district) and groupheadersection1 (header for area). Here are some of the formula i used and the parameters and filters i’ve setup.Thank you. 

Hi all! We have a generic inquiry showing the sum of all cases per customer.The GI shows zero if the customer has no cases and shows the sum of all their cases if the customer does have any. All if working well here.What we want is to have date parameters, where if the customer during the selected date range have cases, then show the sum of those cases during that period. If not, then show zero. So, regardless of the date range, all customers should always be listed in the GI, only the number of cases should change.The problem right now is that if I select a date range, the GI only lists customers if they have cases created during that period. Customers with zero case created during that period will not show. We want the GI to always list all customers and show zero if there are no cases during the selected period instead of not showing the customer at all. Any thoughts on this? Thanks!

Regards,I would like to know if there is a possibility to formulate the visible expr to show a Contains condition.I'm looking for a way to only present me with the information when the ARInvoice.DocDesc Contains 'End-Period Plus contract' since it is the way in which I can filter the inroversion and it shows it correctly Because if I condition it by Equals it doesn't show me the information I'm looking for 

I have InventoryItemBody in the report.How can I configure the field so that it retains its formatting when printed?Thank you. 

Hello, I have added a barcode to Worksheet Picklists to show the barcode for the lot/serial number. However, this is viable even if there is no lot/serial number for the line item (although this barcode is not usable). I saw on another post to set the value under the Visible Expr in report designer, but I am failing to write the correct expression. Does anyone have any idea how to accomplish this?  

Hi, I found the error"Column 'INLocationStatusByCostCenter.InventoryID' is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause."when creating an inquiry INLocationStatus when adding the formula=IIf( [INLocationStatus.LocationID] = [INItemSite.DfltShipLocationID], Max( [INLocationStatus.QtyAvail]) - IIf( [INItemPlan.PlanQty] = Null, 0, [INItemPlan.PlanQty]), 0)The following is the result grid that I madewith the following additional conditions 

Hi everyone, I need to find or create a report that shows me the AP Vendors banking information, Bank Account and Routing Numbers. I’m struggling to add those “fields” to an existing GI we have. I understand the Payment Instructions Information is entered in a Grid, but how can I report on that information by vendor?GI created for us attached - only shows Bank Name Thanks!

Hello all,Does anyone know why a report would be missing from our menu even though it is in the site map AND I can access it with report designer? See below.  

I would like to inquire whether someone could advise me on how to use an existing Generic Inquiry so that the results can be sent automatically on a daily basis to specific email addresses.I have attempted to configure this using Automation Schedules and an Email Template; however, I have not been successful.Thank you in advance for your assistance.

Does anyone perhaps have an idea how to set up a Generic Inquiry that would be sent automatically on a daily basis to specific recipients via email and would include information about Sales Orders—specifically when the ship date was changed, what the previous ship date was, what the updated ship date is, and who made the change?Please note that Audit History is enabled for Sales Orders.

Where can you find live, hands-on training for GIs and dashboards?

I have a pivot table that shows units sold and sales $. When I click the hyperlink value for units or dollars, I get an error message saying ‘Invalid Column Name’ and it then references one of the columns in my data source - which is a Generic Inquiry.What I’m trying to see is if I can customize where these hyperlinks link to - and create my own drilldown tab. I’ve looked around on this community and prior questions like this have either no answer or mentioned you can’t customize the hyperlinks.Hoping things have changed since and maybe there’s a solution?thanks all!Joseph

Hi there, For any GI results page like the stock Sales Order screen (SO3010PL), why do some fields allow you to filter by checking or unchecking specific values like the Status column does……while other fields like Order Type only list generic operators and prompt you for a filter value?What determines this distinction? Is this something that is editable such that we could make the Order Type field filterable in the same way as the Status field is? Thanks! Jon HunsickerJones School Supply

I’m trying to pull one character out of the PMProject.ContractCD field in Report Designer.  Using this expression...=Substring(CStr([PMProject.ContractCD]), 5, 1)...a “0” is always shown no matter what number is in the numeric 8 position field.  This expression DOES work in a GI, however, and pulls the correct digit.  How can I get this to work in Report Designer?   

I have this GI that is looking at SO Lines. I am wanting to restrict which SO Line is showed based on the site ID. I heard (correct me if I am wrong) that if I can filter via the relations table, the GI can run faster (vs using the conditions tab or creating filters in the user facing GI). But I can’t seem to make it work. I’ve tried every variation I know (hence lines 2 and 3 are different in the child field. If creating this filter in the conditions tab will the direction I should go, then I don’t even need to link the SOLine and INSite tables.

Hi Team,We are experiencing an issue with the AR (Sales) Invoice Report. Whenever there is more than one tax, the total is not displayed. Please see the screenshots belowAs shown in the image below, when only GST is applied, the total is displayed correctly. However, if another tax is added, the total is not shown.Note: The taxes are coming from a sub-report.Could anyone please assist with this?

Hello, I am building a report to information on Qty needed for WO. Everything looks good when i join inventoryitem and Insitestatus. i wanted to get material uasage from AMMTran. the moment i join that all my totals begins to increase to a high figure that is impossible. 

I am trying to find out how to provide specific rights to user roles to allow them to create drilldowns just for their account. How can I do this?

Hi, I’m trying to create a current time with =Now() and =NowUTC() for the UK time zone but GI gives me the same result for both functions. system not calculate daylight savings.I ran the GI at 11.40 am local time but GI gave 10.40 am for both =Now() and =NowUTC(). Please help to fix this.Thank you.Desh

I’m trying to pull in the date and time a Sales Order was created for some metrics for my shipping department.  They have a cutoff time, where and order entered before the cut off time should be shipped same day.  When I look at the SOOrder table, it looks like I should be able to use SOORder.CreatedDateTime, but in the GI, I only see the date, not the time.  Is there a way to make the time exposed.  And maybe even better, a way to split the date and time?

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 notes in the pop-up record in Acumatica.Note.NotePopupText found no text to display, even though I can clearly see them on the sales order.Is this the wrong table? Here are my settings: Thank you

I have created a Daily Order Entry report to compare January 2025 and January 2026 side by side.My requirement is to group the data only by Day (1–31) and combine both years into a single row per day.In the report I have attached when I apply the year filter then in 2025 section I am getting the 2026 records as well and vice versa for 2026I have already: Updated the grouping conditions Modified the date field formulas Adjusted sorting Has anyone faced this issue? What is the correct way to group by day only and compare two years side by side without getting duplicate rows?I am attaching the screenshot and report file for reference.Thanks.

Hello everyone,i would like to link a subreport to the invoice document.This subreport is intended to display activities that fall within the date range defined by two custom fields on the invoice screen (a start date and an end date).Without applying the date filters, the subreport correctly displays all activities. However, as soon as the date parameters (FromDate / ToDate) are applied, the subreport returns no results, even though there are activities within the date range defined by the custom fields.I have attached some screenshots to illustrate the issue. Could someone help me identify the cause of this problem?Thank you in advance for your assistance.Best regards,PanteaInvoice-Screen:Hauptreport: Subreport-Parameter: Subreport-Filter: subreport in Invoice without Date Filter:subreport in Invoice with Date Filter: 

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?