Reports and Generic Inquires

Trying to add SOLineSplit.IsAllocated field to a GI but seems to always be blank. 

Hello,I’m working on the Production Order Performance report, but it keeps repeating a line item, causing the report to create hundreds of pages each containing a single line. I’ve tried many things to fix it, but am running out of ideas.Any solutions?

I know you can copy a GI and I do that often, but it doesn't copy the "View Inquiry" filters. I create an inquiry for each month and use the same filters using "Save as" and create multiple tabs. The GI is the same for each month, but the filters are slightly different each month so I can't just use the same GI and Parameters to pick the date range. Am I missing something in the copy process or does Acumatica assume you don't need the same filters when coping the GI?

Hi, I would like to create a GI to show unbilled PO Receipt amount. In the previous versions we use to have “POReceipt.unbilledTotal” field but it is no more there in the PORECEIPT DAC in the latest versions. Can someone please let me know if there is any other DAC i can use to get this field? Thanks 

Hi, We added the PO number field to the AP Aging report ( AP631000) Now the client would like have that field as a hyperlink to the PO entry. screen ( po301000)The PO number is being pulled form APTran & is working great. I tried to duplicate the hyperlink on the Reference Number but I am having no luck. I get the PO Number to show as a hyperlink but when clicked the Bills & Adjustment screen opens with te AP Reference number. on the PO field, Properties,  the NavigateMethod is Server I added NavigateParams of OrderType→ [APTran,POOrderType], OrderNbr ->[APTran.PONbr] and the NavigateURL as https://company.acumatica.com/Main?CompanyID=company&ScreenId=PO301000&OrderType=OrderType&OrderNbr=RefNbrFor the URL, I’ve tried it in ‘ and with a $ before the OrderType & Order Nbr. Any help would be appreciated.Thanks!

Any suggestions how to connect the CRActivity.OwnerID field to the SalesPerson.SalesPersonCD field? I need to filter a dashboard KPI that shows open tasks via a parameter using the SalesPerson.SalesPersonCD field.

Hi All,Can someone please help me? I can’t get some tables’ field data so I tried removing some tables and relationships that I’m not getting any data from because it seems like they’re causing it. After removing some, I got those tables’ data. But then, my total net sales, still with same filtering, differed. And that shouldn’t happen. Now what do I do? Returning the tables will not display those field again tho. Pls let me know what I need to show so you could help, thanks a lot!

Hello,We would like to receive push notifications when non-stock items are added or updated. We added the IN-NonStock generic inquiry to one of our existing push notifications, but we are unable to trigger a push notification by updating an existing item. We experimented by adding another GI (AR-Customers) to the same push notification and had no trouble triggering notifications with that one. Is there anything about the IN-NonStock generic inquiry that might be preventing us from triggering notifications? Is it indeed the correct GI to use for this purpose?Thank you.Dave

I’m struggling with an issue with the report writer currently. There is a value that exists within Acumatica that I’d like to display (see “Desiredproperty_Values” for its examine element screen) but despite the category of AMProdMatl being populated by my schema builder (see Schema Builder) it does not appear in the list of values I can assign to appear in a text box. it should have all the same properties as the previous value that appears in the field that I’d like to change from (see Currentproperty_Values) so by my understanding when I use the schema builder to populate my report, that value should also be grabbed.What am I missing here, folks? Why would populating AMProdMatl pull 1 variable but not another?

Hello,I need to add in this conditional statement ‘if ARTran.SalespersonID is null’. What statement do I need? Thanks a lot! 

Hoping someone has some ideas on how to accomplish a data request! Client needs to be able to print invoices over xyz date range and include invoices that have items that fall under xyz item class parameters. I’ve seen how to pull a date range consolidated invoice but havent quite figured out how to tackle the added layer of reaching into the invoice detail and looking to see which invoices have a certain item class on them. Any ideas are appreciated!

12Hi all,I need to make this report into 1. As you could see, I couldn’t fit all the columns in 1 page, what I did here was made a parameter to manually chose what page to print first, thus making them available in separate pages. But I need them as one. Can anyone please give me an idea? Thanks a lot in advance!

I'm trying to display the Department of the salesperson in my SO summary report.I joined SOOrder and EPEmployee with salespersonid. There is no error that tells me there wasn't that table so I assume I ain't wrong in schema. But there's no data display from EPEmployee table. What should I do? I appreciate any help, thanks!

Hi,If I have two tax details lines in a form,How to print the Taxable Amount only from the line with VAT 15 as the Tax ID? This is the table summary for this form.What condition should I put in the report designer to print only the value from the line with VAT 15 as the Tax ID? Thank you.Regards.

ABHi there,When I export the report to excel, the column field for the column field results to merging into one cell. Example is in the picture. Where do I format it so that my SO number would only fill column C instead of columns C and D?And why is my ColumnHeader not shown when my excel ‘visible’ is already ‘true’?Thanks a lot!

Hello,Anyone who can help me be able to display Department ID of the (salesperson) in an SO order? I tried connecting EPEmployee to Salesperson which is connected to SOOrder by SalespersonID, by using either ordernbr, ownerid, baccountid, salespersonID, etc. and there’s no error message in the field which makes me think the Tables did get connected but I got no display of data though. Pls help, thank you! 

Hello,I have created a GI for daily orders and I am trying to set a condition so it only pulls orders created Today(). I have brought in the SOORder.CreatedDateTime and set the value1 to Today(). However that does not return any results. I am not sure it is due to the fact that the Created on has time included. But got stuck on something that fells like it should be a very easy Condition. I have included the GI below.  Thoughts?

Anyone know how to create a GI that displays the average customer order count over a rolling 12 month period? I’d also need to be able to exclude specific order type (mainly returns).I’m just not sure how to get an order count using formulas. And I would need to include any open (non-completed) orders in the count as well.

Hi I’m trying to print my report with some sub-reports attached , the issue is that it is printing an extra EMPTY page at the end when I click print for the second time. Steps:Run reports → Print Report → cancel print → print report.  

Hi all,I usually use an existing report to make another, but when I have edited the columns with my own without changing anything from schema or anything, just adding columns and fields, which do not reflect in the excel when I export. Is there sth I need to do for the new columns to display? I appreciate your answers!Like in this pic, only 3 columns were shown.

Hi Community,I’m working on GI POLines 2.0, where I can see a bunch of relevant data all in one spot.  I’m trying to create a field and formula that will give me a run rate for specific products over a specified date range.  The data I would need is InventoryID - SUM of QTY on SO’s created during a date range, ideally <@Today-180.  I’m struggling to figure out the best place to pull the data and/or write a formula where it will SUM the total quantity sold and allow me add date parameters.Attached is the GI I’ve been using. Thanks for the help.  PS - I am running 2022 R1 Commerce Edition.  I do not have the manufacturing module.   

Hi,I trying to create a GI to just show customer ID and the tax zone. I know I have to include the location table so I can pull the tax zone however I only want to see customer ID and tax zone not all the locations as well. Is there a way to do this? 

Hi there,I am trying to make a relationship of Freight details so that I can put the line total on the invoice but I think my relationship is wrong, could someone help please  

Has anyone successfully recreated the Inventory Valuation report as a GI? We currently have 181614 stock items and each one has more than likely touch multiple location. This leads to multiple entries on the inventory valuation report which then leads to a large document which can be a little annoying to parse through and analyze. I’ve been trying to recreate the report as a GI, but so far have remained unsuccessful. I’m open to any ideas!

Hello,This is what displays as my Linenbr, which seems to follow the line nbr of the list inside the system, I want it to count the line in this print though. Where should I edit this? Thanks a lot!