Reports and Generic Inquires

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 

Does anyone have a good way to calculate the weeks of supply based on the current available inventory? I’m trying to add this to a GI and my thought was to base it on the qty sold over the past 60 days; taking that qty divided by 8.57 (the approximate # of weeks that are in 60 days) would give me the qty sold per week. Then I’d need to divide the qty available by the qty sold per week to get the # of weeks supply. But I can’t figure out how to make that work in a formula.

There are several reports that I would like to have at a printer each morning. Is there a way to send reports like inventory count sheets, days appointments, AR age sheet...

Hi All,I am looking to find a way to use the total sales amount at the bottom of Daily Sales Profitability report within the line to calculate what percent is the customer contributing to the total sales for a period of time.Ultimately I am looking to achieve the below: Customer              Net Sales    % to TotalABC Company      100,000         10%                            Total Sales                              1,000,000How would this be done? Or is there a report that already does comparison of customer to the total sales?Kind regards,Calvin  

Hi,There are all sorts of wonderful @default values for date fields but sadly none for financial periods. I’ve noticed in the past with GIs that depending on which DAC you use, you might be lucky to get the current period to default in a FinPeriodID based parameter. But you can’t chose the period. Would be really nice to be able to use a param like @CurrPeriod and then if needed adjust it with + or -. eg. @CurrPeriod - 1 is previous period.I’ve built a really nice monthly checks dashboard which is based off a FinPeriodID parameter. I can’t get this to default a value and when the dashboard loads, despite the param being marked as required, all the widgets update even though there’s no value for the period (and hence they all return 0 value).Any ideas? 

How do I stop an Invoice from printing on 2 pages?  When I open the invoice in Acumatica or export to pdf, it shows on 1 page.  When I use the print function, it goes to 2 pages.  How can I fix this?

It seems that a KPI scorecard with the default settings for Alarms will display <= 0 as Green and > 0 as Red. I haven’t found a way to make it so 0 is Green and any non-zero value (positive or negative) displays as Red. eg.Gives you this:Any ideas?

Hello,The standard AR invoice and the Sales Order Invoice both have a place to print the contact.However, this does not seem to work.  I printed many invoices out of the standard sales demo to confirm that contact is never printed.I have been playing around with my own copy of the 2 invoice forms and am having difficulty getting contact information to print on the form.If I am correct (and I could be wrong, it did happen once back in the 90’s) and the standard forms are broken, I am assuming someone has already worked this out.Any thoughts?Thanks!

Couldn’t find the function to calculate difference in time between fields in generic inquiry ieTrying to get the time difference from when a sales order was created and when it was shipped. The only function I could get was DateDiff but it doesn’t return time only days=DateDiff( 'd',[SOShipment.ConfirmedDateTime],[SOOrder.CreatedDateTime])*-1 Any suggestions in how to go along with this?

When I add a Scorecard KPI Widget to a Dashboard, it rounds the result, which I don’t like.Here is a screenshot where the number is actually 5,001 but it rounds to 5K: Is there a way to get this number to appear as 5,001 and not 5K?

Hi All,I am revising a GI that show all the items placed in back order or have yet to be shipped. The situation I am facing is that duplicate line of the same items show up when partial quantity is shipped out and there is still remaining quantity to be fulfill. Above screen shot shows that 7 pieces were shipped out and 18 pieces is still on back order. I could not figure out what relation I will need to set in order for the GI to show the line once, preferably the line that is in Open QTY. I suspect there is a hidden line somewhere that I can’t see and remove.Looking forward to see help from the community regarding the situation above. Kind regards,Calvin   

I’m trying to filter results on a GI to @today but it returns 0 results.  I attached the GI.

Hi All,I am trying to create a report footer which contains multiple item details. Multiple items are show in the main PO but when I transfer the same fields to report footer section, only the first item is displayed in the report footer section.can someone please help?Thanks  

Hello Acumatica Support i want to know that is it possible to get column count in groupheadersection of acumatica report designer please check the below requirements for batter understanding…want to get sum of column in groupheadersection for exp..here have 3 rows inTotal Work (Incoming calls + Assigned Cases)244i want sum of Total Work (Incoming calls + Assigned Cases) column here have 10 want to store that result in one variable inside the groupheadersection  so is that possible or not ?  

Is it possible to add global variable in Acumatica Design reportRequired to add global variable to use in other section of report Requirements Using one Main report and from that use sub report and access sub report value in main report in header part but facing one issue that sub report value access only where subreport control is define so in my report set subreport in Header and then i want to use that value which is return from subreport in group header so somehow currently i am not able to access value out of the section even used assign functionality also but that is also not working  Thank you for help in advance…. 

Yes the modified check is selected as active.  what I DID: under payment methods I have selected checkThen under settings for use in AP I selected the AP641000 Check Form with Remittance.  Under the AP menu I select Check Form with Remittance and click on the Edit Report and did some minor changes. Just moving fields on the check itself.  I saved the report as new version check box and made sure it is actived. Then I go to Process Payments / Print Checksselect Checks, enter the account and next check number click on process and the check generated looks like the check unmodified. Are my assumptions correct, that selecting AP641000 under payment methods for Check will make the system use the latest modification under Check form with remittance (the one I selected) or am I missing something here???? Any help would be appreciated

In the Projects form in Acumatica, if we attach more than one file in the record, how can we select one specific image file to be selected and printed in the report, this image file will have a specific naming convention so that it will be selected to be printed in the report. How can I approach this development?

Business Requirement- Send a product review after the Invoice is closed.We have created a below GINow in the Template, we need a display the Items with Image when we have multiple Lines.We are displaying the Line Items in a same row because of our business scenarioIn the GI the inventory Info is listed row-wise which we need to show as columns in the notification template.Expectations in the template as shown belowI am expecting those 3 Lines as below in the notification template. Acumatica responded this required customization- Need your thoughtsFor each loops can loop through multiple rows on a GI based on same reference number, but will not loop through multiple data fields listed on the same row on a GI.  SKU Image 10343886230   85126691547   85126691555    

We enter order transfers between warehouses. When we create the order, we override the Ship To Contact Account Name with a Customer Name. I have setup the Pick List to show that name on at the top. The report customization works well until multiple Pick Lists get printed at the same time. If that happens, all the pages show the same name at the top. I have tried to mimic the Shipment Confirmation setup to keep this from happening but can’t get it to work. What am I missing?Printed with 000494Printed with 000493Printed individually 

Hi,I want to get the information on the applied documents to the Payments and Applications form (AR302000) to a copy of the standard report that we are customizing. The standard report is AR Register Detailed (AR622000). We have used the following relationships to get the relevant data to the report.But the data does not display in the report as expected.can anyone please assist me on getting the relevant data to the report..