Reports and Generic Inquires

Hello， I wrote a GI for our company to hightlight the lines using the below formula： =IIF([ARTran.Qty]>[INSiteStatus.QtyOnHand],'orange40','default') It works OK. However, you see, we are having 36 pages,And if the management team would like to view the on hand qty below period usage qty lines,he have to click 35 times to view all pages.Is there a way to filter out the lines by the highlight colors? I am thinking out add a new column with value : [ARTran.Qty]-[INSiteStatus.QtyOnHand]However [ARTran.Qty] should by SUMwhile [INSiteStatus.QtyOnHand] is by AVGThis column won’t get the expected result.Any suggestions?

When printing multiple Production Orders (using Print Production Orders process), I want to be able to sort all the orders by the Workcenter in which they start. The reason is so production orders can be distributed to each work center without manually sorting. The default is to sort by Production Order ID.  I am playing with the sort properties but not having much luck: I have tried to change the property from [AMProdItem.ProdOrdID] to AMProdOper.WcID:I’m not having any luck the sort order remains the same sorting by ProdOrderID. Any help is much appreciated. thank you

Hi, To the Shipment PL, SO3020PL, I added the table SOOrderShipment, Joined from SOShipment via the Shipmemt.NoteID to the SOOrderShipment.ShipmentNoteIDI am trying to get the Sales Order Number. This is working great for all but 1 user. That user cannot see the column. The user can access Sales Orders & Shipments. They have the Administrator Role. I tried doing a reset to default Configuration I log in as that user & can customize the GI & can see the table/ join & field on the Results Grid. But when I view the GI , as them, the field does not display. It is also not listed in the Column Configurator.There are no errors in the trace. TIA, Bill

How do I add a hyphen in Report Designer between 2 fields. Trying to end up with this;  Address - Number. +IIf([ShippingAddress.AddressLine1]<>null,[ShippingAddress.AddressLine1]+ - +[POOrder.OrderNbr]+'{br}','')

Hi,I wanted to get sum of all values in CASplit.CuryAmt field to display the Total Amount.these are the two tables that I wanted to get the line detail values.CASplit CAAdjAnd this is the new join I put to get the line detail values.  And this is the condition to get the Total Amount=Sum ( [CASplit.CuryTranAmt] )  But when I run the report, it duplicates all the value details in CASplit.CuryTranAmt field and added to the Total Amount.Does anyone know what causes this issue and how to fix it? Thank you.

Hi everyone,I have a question with Purchase Order that the order of the rows is reversed, I want the lines to be printed in the order they were entered. I use the print version of the system and have not edited anything.Pls advice me if you have any idea.Thanks in advanced.

Is there a way for us to create a generic inquiry, for this two table. Currently my project on the company is to set an approval map on the Sales Quotes based on the total amounts, and when printing the quote, the Approver name and their E Signature will be shown on the report. I want to use the subreport to get the approver name on the main report on the sales quotes. But my problem is how can i get the E Signature to be shown on the report.   

A debit adjustment that was created from an invoice was applied to the wrong invoice, how can I unapply it or move it from one invoice to the correct one after it has been released?

Hi! I’m new to using Acumatica Report Designer and I still don’t get where I should put table headers for example. In this picture, the highlighted part is what I want to be my first set of columns (and I need three sets of columns). Then I encircled this columns’ respective contents. Where do I put them? I tried to put it in the detail section, then tried putting my next set of columns in another page header section and tried changing places too but I can’t get what I want. I want my first set of columns to list down all contents before showing me next page (2nd set of columns) then next page again (3rd set of columns). I don’t even know if I’m making sense to anyone right now. Thanks for your help! 

I have a client that needs the Credit memo background color to be the same as the AR invoice, blue not red on the 641000 reports. Please advise. I appreciate any assistance. Thank you,Barbie

I feel like I should know this but, does anyone know in which table the Avalara Taxes are stored?  I know that the ARTaxTran does not actually store the taxes generated from Avalara, even though they appear in the Taxes Tab on the AR Invoice.  Does anyone know where this data is stored in the DAC layer, if anywhere?

Hey all,I’m working on the Production Ticket with Barcode report. I have added SOLine.NoteText but it is showing up empty despite the note on the line item having text in it. Any solutions?

Is there a way to combine qty on hand from multiple warehouse’s to come up with a total qty available in a GI? We have a use case where we want to look at two warehouses as a whole. (I know I could create a location as well but that would require a lot of inventory shifting.) 

Hi there! We are trying to clean-up who has access rights on each screen based on their access role. We have a couple generic inquiries that are for email notifications and I’m curious what would be a good role for those notifications (without restricting access to the current email recipients). Additionally, if the access rights should be set to Not Set, Revoked, View Only, Edit, Insert or Delete. An example would be like the image below. ACU will send out an email notification if an expense claim has been rejected. Which access role and access right, would be appropriate to assign in this scenario?  

Hey all,I’ve been working on the production order performance report for about two weeks now and am nearing completion with it My current issue is that it is printing separate line items for each inventory ID within a work order, when I would rather it sum the line items into a general work order. How do I achieve this?Thank you!

Hello,I am trying to create a report using the Vendor table, I was wondering why my attribute is not populating. I can locate the attribute name within the table and know information is populated, but when I select that data field, everything is showing up blank. ​​​​​​Some screenshots below:1 - Screenshot of GI results grid2 - Screenshot of attribute profileThank you,KT

Hi, I am trying to customize the standard report CA Register Detailed (CA624500.rpx). I am trying to get the line details in Transaction Details tab of the Transactions form (CA304000) to the report. I have used the following join but it results in duplicates. Please let me know how I can avoid that.Thank you. 

We have a custom report based on the Invoices form where data needs to be picked to the report footer to show a summary of the line items. The Inventory ID field has an Attribute called HSCODE in the Inventory Form (there are 4-5 fixed HSCODES)Based on this information if the line items of the invoices have the same HSCODE for different inventory items, we should cumulate their totals, but if the separate lines have different UOMs we should show that as well. What would be the best approach to achieve this result? The expected result would be something like this in the footer section. 

Hi eveyone,  I am getting some unwanted page breaks on my ARM reports and I have not set any page break. The page break is added when I print it as A4 - landscape or portrait formats. Any ideas on why this is happening?  Thanks, Patricia 

Hey all,I’m working on modifying the Production Order Performance report. I had some issues with it repeating lines yesterday, but ended up fixing them. After making further changes (necessary ones) it has started looping again. I can’t repeat the same solution, as the solution would simultaneously undo the changes as they conflict. It has to do with the relationships of tables. A screenshot is included below. I need to have the AMProdEvnt and AMMTran tables involved. They are necessary for the changes I am making. I don’t know how to properly configure them as to not cause looping. Any help is greatly appreciated. 

Hi All, How to prevent the Generic Inquiry Screenid changes to ScreenId=00000000 ? How to remain the Screen ID then go to New Screen ID if perform the GI (Untick & Tick) at the option for below.Make Visible on the UIExpose Via OData

I’ve discovered something a bit odd. I’ve replicated it with this trivial GI.Run the query:Now Apply a filter to the results:(if you want to try this, use the Fin. Date from any record in your result set) Now go back to the query, remove the grouping, run it and apply same filter:This time I get the expected result:The filter works on End Date with grouping enabled. Fin. Date is the only column with the issue. As a workaround in any GI with grouping enabled and using MasterFinPeriod I’ve had to switch to using End Date instead, which is Fin. Date + 1, and adjust any criteria against this column accordingly. Any ideas what’s going on?

Hello, How to add aging bucket to AR Aging Report. I have to add 91-120 days, 121- 150 days and 180 days over. I’m little confused on the functions used inside the logic variables in the report. Thanks and Best Regards

Hello - has anyone created a dashboard widget that shows an accounting ratio? For example, we would like to see our debt to equity ratio on our dashboard. The data for that ratio is found in our balance sheet and I do not see the balance sheet as an available data source for widget creation. I am new to creating widgets and not sure where to start. Thank you.

Hello,I’ve run across an issue specific to the PO form.  I cannot reduce the white space between the PO addresses and the next printed line.  As a test, I’ve reduced the size of the section to one line, I’ve reduced the size of the printed elements to 1 line, and everything else I can think of.While I tested, I can get it to only print 1 line of the addresses when I reduce the size of the individual elements, but the white space is never reduced.  Even though I have tried taking the group section sizes down to one line tall.Any thoughts on this?po641000.rpx