Reports and Generic Inquires

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?

Hi, I have a problem when opening a report and creating a new report, Maybe someone knows why?I am using report designer version 17and acumatica version 2024 R2 

Hi, A client is looking to have a side panel on the inventory screen that shows the customers who purchased the item They do not want to see every invoice but a total quantity.  That is very doable with a grouping by Item & Customer.They also want to see last purchase information, the Quantity & the Unit Price & Date of Sale.  When I do the grouping the Quantity & Unit Price total. The Date Of the last sale is correct but I can’t get the quantity & unit price to show for the associated last purchase.Any help is appreciated.Bill 

Hello,I had a salesperson come to me and ask if I can make sure that the lines in her Project Quote match the lines that are printed in the report. I see for sales orders , SOLine.SortOrder can be used. However PMQuote.SortOrder doesn’t look to exist. Has anyone sorted the lines on a Project Quote?Thank You,Brent

We just realized that our SOOrder CreatedOn is giving us issues when we make the date today and OrderType SO.The number of records shows in the soorder field is not the number of records that it pulls in to excel sheet. When the OrderType is SO and CreatedOn is today. The records say 27 but ones I pull it to excel it gives me 24 rows. In excel 4 of my rows are missing.Also, the OrderTotal in sum up to $128,992.65, but in excel it sums up to be $51,072.68What could be the problem? This is GI 

Does anyone have a report suggestion for getting invoiced and entered orders within the same report (attached) without having to rebuild all the structure.

Hi Everyone, I am trying to create a GI that will breakdown the “Actual Amount” of the material account group on the Balance Tab of the projects’ profile, since I noticed the actual amount includes the cost consumed after LC adjustments or any form of adjustment after the PO receipt/INreceipt, Anyone with any idea on how I can achieve this?

Our financial officer requested a GI/report that allows him to see the amount of money we spent on goods for each month for each branch. I have gone around and around with APPayment, APTran, and APInvoice tables and I haven’t been able to find a way that allows me to getPayment Date (when the check was printed), Payment amount, which inventory items this payment was associated with (I was using the APTran table for this), and Branch (based on the APTran table)It seems like the inventory ID dissapears as soon as a payment has a closed status. I need the inventory ID in order to filter out which items are not goods or cost of good inventory items. Unless there is another approach that I am not utilizing. 

I checked the data for the date I filtered, and it has records. However, when I try to filter by parameter, nothing shows up.

We have several companies in one tenant, and we want to send batch payment remittances to different suppliers across these companies. Each company should have its own email template and sender. I tried overriding the Mailing settings for one supplier, but it didn’t work. Is it possible to send remittance email to multiple supplier with different email templates all-in-one go, and how can we set this up?

Hello!I currently have a report to show all orders entered for the prior date, and this is how it currently looks.This works fine but on Monday’s this will try and pull orders on Sunday (our company is closed on Saturday and Sunday). What would I need to add in this section to have this report skip the weekend and show me Friday orders on Monday? Thank you!

Hey guys, I found a place to assign a vendor specific PO report. however the dropdown list is not showing my custom report that i uploaded via Report designer. Also overrride box is greyed out. how do I solve this?  

We built this GI in 2024. it was just last week found out that some of the data is repeating itself. Either in a negative or different date  

Hi Community,I’m working with the Inventory Valuation report (IN615500) in Acumatica and I need to filter the report by a date range.In my report schema, the main table used is INCostStatus, and it only contains fields like: InventoryID CostSiteID QtyOnHand TotalCost ReceiptDate There is no transaction date or financial period field available in this dataset.My requirement is to:Filter the Inventory Valuation report based on a selected date (for example, valuation as of a specific date or between a date range).I’m considering adding a parameter and filtering using:INCostStatus.ReceiptDateBut I’m not sure if this is the correct approach for inventory valuation in Acumatica, or if there is a standard/recommended way (such as using financial periods or another table).Could anyone advise: What is the correct way to set a date range for Inventory Valuation (IN615500)? Is filtering by INCostStatus.ReceiptDate valid? How does standard Acumatica handle valuation as-of date? Any gui

I added the following formula to a GI: =[CSAnswers.Value]*[POReceiptLine.ExtCost]The value of CSAnswers.Value for one of the records is 0.204714, and the POReceiptLine.ExtCost for that record is 11,117.76. The value I get in the cell with the formula is 2,275.805472.The product of 0.204714*11,117.76 is 2275.96112064.After closer examination I realized that the formula is only using the first four decimals of CSAnswers.Value. So the value in the cell with the formula is the product of 0.2047*11,117.76 which is indeed 2275.805472.How do I get the formula to calculate the value using the additional decimals? 

hello all,After a bunch of research and import scenarios, yadda yadda, i found out how to shrink the amount of decimals the weight of our products is showing. However, when i edit the project, nothing reflect this change. I’ve edited it via the project editor, i’ve done the hard coding, i’m just not sure what i’m doing wrong. the internet tells me i need to enable and publish it, but the pages are already published. Do i need to take any further steps?