Reports and Generic Inquires

Hi All,I am displaying SO with items related to them. Some are displayed correctly, like in this case, SOHO000403 has 2 items so it was displayed twice. But SOHO000371 also has 2 items inside, but only displays one. What could be the problem? Can someone please kindly take a look at my report schema? I appreciate any help, thank you so much!Sometimes too when I would open the SO, it’d lead me to a different SO. Paula

Hello.We have a customer that would like to have a fancier Report, but we face some problems.We got the attached Texture from them for the Header, i added it as embedded file to the report and used a picture box (tried panel first since i wanted picture over picture, but that ended up the same..) Now we either have 2 results:As JPG) The Image ends up getting cut-off instead of displaying the full size (which it should, since the image box is exactly as large as the image?) or two As PNG) Any idea? Fix? Anything?​​​​​​​

Building a GI that will (among other things) show whether an item on a Sales Order is Allocated. I’ve linked SOLine to SOLineSplit and I’m attempting to bring in SOLineSplit.IsAllocated field, but not getting expected results. Here are Table Relations:The allocated box on the GI is blank.But the allocated box is in fact checked within Line Details of item on the Sales Order.Here is the Results grid:Not sure what I’m missing - if my relations and data links are incorrect or if I’m bringing in incorrect field ...

Hello,What can I write in the visible expression for this ‘SN’ + [SOShipline.LotSerialNbr] to NOT display if [SOShipline.LotSerialNbr]=NULL. Thanks a lot!I’ve tried these:=[SOShipLine.LotSerialNbr]<>NullIIf( [SOShipLine.LotSerialNbr]=Null, '', [SOShipLine.LotSerialNbr] )=IIf( [SOShipLine.LotSerialNbr]<>null, [SOShipLine.LotSerialNbr], '' ) Edit: This works but not when I need the ‘SN: ‘ before [SOShipLine.LotSerialNbr]=IIf([SOShipLine.LotSerialNbr]<>null,[SOShipLine.LotSerialNbr],'')Trying this,=IIf([SOShipLine.LotSerialNbr]<>null,('SN: ' + [SOShipLine.LotSerialNbr]),'')Results to this:Any help please, thank you!

Does anyone else experience extremely long load times on the new side-bars in Sales Orders screen (SO301000)?The Invoices and Memos takes 4+ minutes to populate results. While it is running, Acumatica is unusable and the computer it is hosted on goes to 100% CPU usage from the lookup.I found the GI the sidebar Invoices and Memos calls(Invoices for Sales Orders, SO3031SP) and tried to limit it to Select Top 100 records, but this had no change on the load time or system lock up. This is definitely the culprit.Any and all suggestions to eliminate this problem would be very appreciated!Note: I am testing an upgrade from 2021 R2 to 2022 R2 on a local environment tied to an SQL AcumaticaDB of recent production data. Loading… Loading… Loading...Error after load 

I have a need for SOX compliance to prove that a User’s account has been deactivated promptly upon an employee’s termination.  I have created a custom report from the framework of the User List Report and need to pull in the date/time the user’s account is deactivated OR date/time a user’s role is removed.  I have auditing turned on for these, but am not sure how to relate the audit values with User’s table.  Any ideas? 

Hi All,Not sure if this is allowed but was just curious if anyone has done this course recently and if they found it helpful.Thanks!

Hi all,What do I put in the visible expression to filter line details and only display those with SO numbers? Actually, this line here isn’t suppose to show because I have a filter for complete status only but it still shows? Any help please.Thanks!There’s one of which status is Open so it shouldn’t appear too. Why is it not filtering correctly? 

I have customer report label.  Seeking to build a report scheman with selection parameter of sales order and then select one of the items on the sales on the sale order.  Can someone assist or have a example of this working? 

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!