Reports and Generic Inquires

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 

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