Reports and Generic Inquires

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? 

Hi,Can anyone explain how to use LLike and RLike in Acumatica Report Designer?Do you need to put percentage symbol after the text or not?Thanks in advance!

We are using version 2025 R2. Whenever a GI or Pivot table is named (not shared), the same name appears on multiple and non-related screens. Refer attached screenshot. This happens with just about any GI or Pivot table filter. None of these are shared and yet these filters appear on non-related screens also. Clicking on them obviously displays an error message.How to fix this in such a way that these filters are available on related GI and Pivot table screens only? We don’t have direct access to the on-premise hosted application.

Hi, we have a GI that shows Won opportunities per period. Beside the $ value, there is a value that counts how many documents consists of it. However, it adds 1 count to in pivot tables. I’ve used all aggregate functions in Pivot table and Count Distinct is the best option which is still not correct as the value is still one off. If this is not a limitation, how do I correct this?There is no won in opportunities $50-100k (AUD), but it is showing 1 in the count column beside itUsed Count Distinct as the best option to show the ‘closest’ correct option 

I’m wanting to show the qty available in two different warehouses as two columns.  The records should all still come through, regardless of whether there is qty available or not.  For this reason I used a left join: But this left join should only be for records from a specific warehouse, so I added the following condition:  I would expect to see all inventory records, but only some are being returned.Do I have to use a subquery?  What is wrong with my condition that can be improved?

I build this GI like last year. So it was this year I found out that when I multiply AvgCost * QtyOnHand some of the results are off by cents. this is my results 

I’m trying to build a GI report based on INItemSiteHistDay, the end balance of in inventory after a transaction is considered as on hand quantity in the location. A date filter has been added to know a ending balance on the specified date, I have added a condition where INItemSiteHistDay.SDate is less than or equal to a specified date in the filter. The problem is that the report is showing all transactions before the date as shown below.Is there a way to show only the last transaction as on or before the date specified in the filter?

Hi everyone, I am working on a GI and I need it to display the number of days between the Last trans date of an item and current date (Today()), =DateDiff('d', Today(), [INTran.ReleasedDateTime]) gives me the right difference but in negatives as shown in the first screenshot and I need them show as positives.The following formulas are the other attempts I tried but they all gave me totally wrong values as shown in the second screenshot; =Abs(DateDiff('d', Today(), [INTran.ReleasedDateTime])), =DateDiff('d', Today(), [INTran.ReleasedDateTime]) * -1, =CDec(DateDiff('d',[INTran.ReleasedDateTime] ,Today())), =CDec(DateDiff('d', Today(),[INTran.ReleasedDateTime])), =CInt(DateDiff('d', Today(), [INTran.ReleasedDateTime])).Anyone with a solution for this or a workaround, I could appreciate.Thank you!

Is there a way to print multiple pro forma invoices at once? I tried adding “Print” to the Mass Action tab in the Pro Forma GI and it resulted in only displaying one report/print screen at a time. 

I want to click a button and print a report without the preview page, without the Windows print page. I don’t want to use Device Hub. Are there any other ways?

Within a import scenario, I’ve found this formula field that is causing problems. I want to locate it to fix the issues, but I’m not sure where it’s coming from. It’s considered a external field, so I assume a customization, but I can’t locate it anywhere. Is there a way to find it? 

I need to add new field “Line” into Generic Inquiry to display line numbers as 1,2,3,4… Is there anyone who did this kind of customization before?

Hi! The goal of the generic inquiry is to be able to display a list of customers based on the percentage set in the parameter. Right now the generic inquiry is grouped by customer and displays all customers with their Net Sales and last order date. There are two parameters, one is last order date, where it displays a list of customers with last order date less than or equal to what is specified. And the other will be percent. Where users should be able to enter a value as percent, and the GI should display only a list of customers based on that percentage.For example, if there are 100 customers with last order date on or before today, and 25 is specified in the percent parameter. Then the GI should only display 25 percent of the 100 customer records.Is it possible to achieve this with Generic Inquiry? I’m not able to create a parameter where users can enter values that is not tied to a scheme field. I can’t enter a formula in the parameter or advanced filter either. Any suggestions on

Hey Community,  Does anyone have a generic inquiry that is triggered off of import errors? Looking for a GI to display the import scenario that has the error and a translation of the error message.  I have something like this below but struggling to get the actual error message and the import scenario on the GI.   

Hi All, I have created a GI on GL journal detail but my filtering doesn’t work on the batch number ( from and to) and journal date ( from and to) can someone please give me a lead on what I have missed? None of these filters work.Thank you   

Hello - I have created a new Email Template for when there are any changes to an order that the employee just choose TEMPLATE in the SEND box and it has different wording.  The template works except for the fact that none of the fields I’ve coded into the Email are pulling?  Am i missing some link…  

Hi, we have a custom form that prints customer payment receipt and I want to pick up the branch details (Branch Name, address, ABN, phone) from the invoice. This is because they have invoices from different branches and pay it to the main branch. In this example, invoice branch is HCCVIC and the payment branch is in their main branch HDDDDForm is printed here and there are 2 invoices in same branch. I want to pick up the branch details from invoices. Currently it picks up from company detailsCurrent setup 

Hi all,My organization has been using Acumatica for quite some time, however, don’t believe we’ve used the report designer. I’ve downloaded the instance, but before I install, wanted to check if this will increase our consumption fee or is it considered part of the package?ThanksJoseph

Hello All! I am looking to create a clickable link to a form that we have. Everything I find, I have to edit the ASPX file (We are hosted) so I don’t think I have access to that. Is there another way to add a clickable link to a form? It is a link to our website terms and conditions. Thank You!

I have created a custom screen, where against Type and State the information need to display in a report either in last page or each page footer.When state is null, then data is empty and when I have state then I'm getting duplication my report, when it is at page footer section. If I move to groupFooter then there is no duplication. I added this logic in SIO643000.rpx base report.NOT NULL STATE:SubReport:Subreport: FOR NULL STATE:Sub Report:  MAIN REPORT: Major issues:1. When state is null- No data on my report.2. When I have state , data is duplication(Only my sub report date) if it is located in PageFooterSection I have tried with multiple sub reports , one report with multiple sections. Please advise.