Reports and Generic Inquires

Hello,I have a generic inquiry of SO Shipment Lines and I’ve added a condition that limits the Inventory Ids to only those that start with “GENPSY”.I’ve also added a parameter for the Inventory Id to allow users to select a specific item.My issue is that I would like for the lookup for the parameter to also only show items that start with “GENPSY”, so that users don’t have to look through the entire stock item list.Is it possible to filter a parameter? This is my parameter: These are my conditions:  On the results screen, I would like for the parameter lookup to only show items that start with “GENPSY”: 

On certain items we ship out and include on a Pick List, our teams will modify the description on the Shipments screen.We want this modified description to appear on the Pick List. I am bringing in the SOShipLine.TranDesc but it still shows the InventoryItem.Descr instead? In example below, we have modified the description on the Shipment screen (image A). We then Print Pick List, however the description shown remains the original description associated with the inventory item (image B) - not the description per inventory item on the Shipment. I have modified the Pick List in Report Designer so it displays SOShipLine.TranDesc (image C) - but it still doesn’t show the correct description. Image A  Image B Image ​​​​​C 

Has anyone come up with a good way to report on “time logged in” for a user.I think it’s a challenge with a web application like Acumatica because you aren’t really “connected”. As far as I know, Acumatica just knows the last time that you interacted with the system.There is a “timeout” feature so Acumatica must somehow maintain the last time that you interacted with the system so it can require you to login if your last interaction was too long ago according to the timeout setting in the web.config file.But I want to report on “minutes logged in” for each user.It would be cool if Acumatica tracked when it “logs you out” according to a period of inactivity, but I don’t think that’s how it works. I think it only works according to the “timeout” feature described above.Looking at the data in the Access History (SM201045) screen, I was initially thinking to count minutes between an Operation of Login and Logout, but it appears that Acumatica only records a Logout Operation if you specific

Hello community,Does anybody know why all parameters would not show? Visible option is ticked.Thanks! 

Hi guys!I tried to add an approval widget  - both for AP invoices and Expense Claims.  But, no data is showing up in the table (screen shot of emptiness below). lol.  Do any of you know how to get this to work?  I just want something simple to know who has what to approve. Thanks!!Best,Kay Howe@tgillum29 

Hi! I have 20 item classes to classify my different types of items, to each item class I have 1-3 attributes which are different factors and values for each class according to the item type, the attributes values are only appropriate to the item class they’re assigned to but not to the others.when creating a GI for all my items and I need to add my attributes to each item, it prompts me to add a separate column for each attribute, which gets me to a total of 20 columns, while each column is only relevant to its unique assigned item class but for all other items it’ll just be empty, the same thing happens when trying to add a parameter on top to be able to filter on the attribute values it prompts me to create a unique filter for each column with his own values.I’m wondering is there is a better way of doing this, for example if I can have one column to show different attributes on each line according to that specific item, so I can minimize my GI with just adding 3 columns for attribut

Hello,Ever since the new year (2023) has started, the default Customer Statement report (AR641500) is not sorting the results properly. There is an issue where it is not understanding where to put documents with a DocDate of 2023.  Here is a screenshot of the report schema (default), and an example of the bad sorting: 

Dear fellows am new in Acumatica Report designerthere is report Purchase receipt with bardcodei will add 2 more paramete 1 - i want that user select 2 ya more receipt manually2 - i want date ranagei will  add date range paramter but it not work any one help me screen shortswhen i enter receipt # its work but when i jxt enter date range its not showing datareceipt parameter  data range  filter  

Hi, we are customizing the AR674000.rpx report and in this report we need to display opening inventory and close inventory for the given date range. How can we achieve this, we are currently trying to get this value from this form given below (field values are: Beginning Qty. and Ending Qty.) 

This is my first time using the report designer tool and I want to know how to set up my pick ticket. 

Hello everyone,I would like to add the Vendor tax registration ID to the Bills and Adjustments generic inquiry. I’ve attempted to do this by adding PX.Objects.CR.Location to the tables and adding the location object and TaxRegistrationID to the data field in the results grid. When viewing the inquiry, the tax ID is there, however, it creates many lines of the same invoices. Any ideas on how to clean up this report customization? Thank you!@tgillum29 & @khowe86  

I’m currently trying to set up a generic inquiry which lists me all shipments for which a confirmation or pick list haven’t been printed yet.The hard part is that I want to keep all customer locations grouped together, while sorting by the weight of the shipment.That means that the two shipments at the end of the inquiry are supposed to be right after the first shipment with the location description “100”.In general all shipments of a location are supposed to stay “together”, but the location with the highest weight should be the top of the list. Is there any way to do this in a list like that? I attached my xml as a reference.

Hi all,I want to make a dashboard that displays the top 10 customers. What Inquiry should I use? Thanks!

his is my first time using the report designer tool and I want to know how to set up my pick ticket. 

Is there a way to have the shipment confirmation print automatically after confirm shipment has been clicked? Shipment is confirmed through mobile app and I want shipment confirmation to print as soon as that has been done. 

I am trying to add the material location ID to the production ticket form AM625000.I have added the value “AMProdMatl.LocationID“ to the materials line (AM625001), but it won’t print on the form.   Any suggestions?   

ABCHello,Somebody please help,Above here is a caption of my report details for SO. These are details of only 1 SO. In A and B, you could see that I have fields with redundant data- the same gross amt, total/item, invoice nbr, and unit price. But the [net sales] in A shows that they’re not the same inventory item, which is also shown in C, they are two totally different item. But why is my report using only the first inventory item details (except net sales)? Anyone who has an idea, please?If this would be needed, please kindly see my report file to view tables and relationships. I appreciate the big help!

Hello,I need to display total net of sales per generated salesperson but keep getting only one salesperson and its 1 net sales rather than total. What can I put in the value? And does putting it in the report footer causes this output?Thanks in advance!

Hi, I am currently trying to create a custom report which shows AR Payments. One of the report parameters I want to create is a From Date and a To Date parameter which lets us filter the database for payments based on the given dates. I have created the following parameter in the build schema of the report The parameter is then used to compare the date values of a DateTime column like so:  The report is saved to the server, and the parameters show up as expected however if we were to set a date in the parameter:The following error appears: 

HiI need help to filter the customer ID for this report field to specifically only return Sales Order details for all ID’s starting with ‘N’ and ‘A’. Eg. N ALLE, A ME73Report is a standard Sales Order Details by Inventory Item used in MYOB Advanced. Screen shot attached.The field is =[SOOrder.CustomerID], so it needs to return results just for =[SOOrder.CustomerID] = ‘N’ and =[SOOrder.CustomerID] = ‘A’.Could you please advise the correct logical script to use.Thanks in advance!  

I have customized the Check Form with Remittance Report (AP641000.rpx). The report I customized has custom paper size dimensions and margins. When I go to print the report an extra blank page is being printed before the actual report. Can I know what may be the reason for this?Blank Section Printed Before Actual Report 

Is there any way that we could create user-defined fields for a branch or somewhere we can add bank information per branch? We are wanting to pull bank information for each brank onto the ar invoices. 

My company would like to send out email notifications if the cost of certain items has changed.Ideally, the notification would include a table with a format similar to the following. But I have not found a way to access the “old” cost once the value in the cost field has changed.Item Code Old Cost New Cost ABC123 $1.00 $2.00  Is there any way to report the previous field value within a notification? Thanks!

Hi,My generic inquiry won’t display the data unless I pick anything from my parameter (Customer)first, then I need to delete it when I don’t need that filter yet. Given that the date is already specified, shouldn’t it display the data as soon as I open it?I think this also causes my pivot table to not display anything.Appreciate any help!

Hi community,I saw that I can export a generic inquiry as a report and it will inherit its tables, relationships, etc. But is it possible to do vice versa? Thanks!