Reports and Generic Inquires

I am creating a GI that combines the SOOrder and SOLine tables.  When I use the SOOrder.OrderNbr field as a parameter, the magnifying glass to search the Order Numbers does not show any of the sales orders.  I am able to type in an Order Number in the parameter and the inquiry works but I would like to have the search functionality work properly.  Is there another table that needs to be added into the GI to make the searching work? 

Using versions 2021 R2I am creating an AP Register for a custom process. I altered the AP Register to remove unneeded fields. Then added the AP Tran Table so that I can add the account and Subaccount.  It is however reporting two lines and the second line contains incorrect account and subaccount.  I know it likely has something to do with the join but I cannot figure out what elements I need to use to get this correct. I could not add the .rpx file, so here are some screenshots. 

One of our clients wishes to mass create different versions of the same report in Acumatica, and then have those versions saved in pdf format on their local machine. For example, under Bank Rec, they would like the Reconciliation Statement report to be able to generate the last reconciliation statement for each bank account and then have that file saved to a pdf to their workstation. I did some review and I’m not sure if this is possible without some type of customization. The automation schedules seem to be more focused towards posting transactions than creating reports. Any ideas or 3rd parties that anyone knows that could do this?

Is there a way to view profit margin on a per sales order invoice?  It seems Acumatica generate 2 distinct transactions upon release.  1) record the AR/sales side of the transaction 2) the Inventory/COGS side of the transaction.  Any way to put these two together on 1 report?Thanks,

I want to show headers of a sub report which placed inside detailSection1 of the main report. Any idea about this? Thanks

Hey all, I looked through the search but I could find a definitive answer. I would like to know if there is a stardard GI or report were I can find a PO that was deleted, more pointedly who deleted the PO. I have already enable the “show deleted records” in the Purchase Order GI but that does not produce any results. We have had this crop up a few times and I would like to find out why it is happening.  Let me know if there is a way to do this. Thank you

HI, on a form, I know that fields can be set to have different colors based on a VisibleExpr. I am wondering if each Branch can have its own colors. Ideally, a StylesTemplate by Branch that sets the colors. Or is there a way to use the color that is setup on the Branches Visual Appearance screen? We have a client with 10 companies & 7 branches. It will take a while to change all forms field by field. 

I am wondering what the fix might be for this error message I receive when trying to save a new Generic Inquiry. There are many unused numbers available but how do I control the next number for screen id? I have looked through numbering sequences to no avail. Thanks for any help you can provide.  

Hello everyone, I think I am just missing some simple setting or way of editing this report, but I cannot get the right results for the Sales Order Details by Inventory Item. (Screen ID: SO611500)Our client wants to utilize the report without the Subtotals and repeating headers that the report incorporates. I think I tried every setting within the Subsections and moving the data around to other sections but I couldn’t get the correct result.Does anybody ever edited this report in that way?

Is there away to use ‘AND’ and ‘OR’ in a visible expression on a report writer section?  If so, what is the correct syntax as I have tried various parenthesis and cannot get it to work so any help would be appreciated. 

Does anyone know how can I activate the lookup button for that highlighted field(DefaultSalesSubID)? It’s interesting because in the screenshot above I pressed the lookup hotkey (F3) and it works, but for an specific old version it was available and we don’t have any customization on this screen Thanks in advance

I am trying to create a generic inquiry that includes SO#, Line Item P/N, ship to date, and the ship to address from the shipment. I’m able to get all fields that I need only it is listing each SO# an infinite amount of times with differing information under the Address Line 1. When I remove the AddressLine1 from the results grid, the issue goes away - so I know it is an issue related to that. Any ideas? I’m sure it is something simple I am missing but I’ve stared at it for far too long at this point. Note - there is only 1 item on SO000002. 

Hi All, I am trying to make a new column in the below GI which contains the sum of ‘Component Qty’ for an ‘Inventory ID’. Suppose for Inventory ID JE17882TK, the component quantity is 3 and 2. The new column should have 5 as value.Thanks.  

Hi All, I am trying to create a report that can show what is our running balances on sales to meet our quota, i use invoices and memos as my references for the report, and group it by doc type, and on the formula for the running balances is =IIf([ARInvoice.DocType]='CRM', 10000000+SUM([ARInvoice.CuryLineTotal]), IIf([ARInvoice.DocType]='INV', ((10000000-SUM([ARInvoice.CuryLineTotal]))*(-1)), IIf([ARInvoice.DocType]='DRM', ((10000000-SUM([ARInvoice.CuryLineTotal]))*(-1)), 0)))how can i end up on the correct report for this  

 I want to show the page count in the header, is that possible?  

Hello Everyone,When I’m printing the Sales Order default Acumatica report with Portrait mode and it is printing in 2 pages.Can you please help me to print in single page?  

Hi All, I ran into an issue with the Order Register report specifically (tested in other reports and they act accordingly).The $TotalAmount in the Footer does not pick up Return orders as negative values.Even after modifying the Line level (Header of Group 1) Section, the values were represented as negative on the line level but are not reflected in the $TotalAmount column. (I created an If statement and multiplied these values by -1:=IIf([SOOrder.OrderType]='RC',[SOOrder.CuryOrderTotal]*-1, [SOOrder.CuryOrderTotal])(just an example of the logic behind it.)The same  goes for $TotalLinesAmount and $TotalQTY.Messing around with the footer level and trying to apply the logic from above just led to the same result or completely overstated amounts.The logic works in Generic Inquiries and their Totals Aggregate functions.Am I missing something here?Did somebody encounter a similar issue before?

Hello, I’ve ran into an issue with a custom report built through the report designer where my totals in the report footer have not been totaling correctly or at all. All of my totals are in variables currently and I’ve got numerous totals to show. I noticed though that if I take the formula from the variable and throw it in just a normal text box, it sums up correctly. This is happening for all variables in my report footer for some reason.For instance, my RptTotEstFee variable here (all created in report footer):With the full value expression:=iif([@InclDeduction]=1, sum([OpenFileReport.OrigEstimate])-sum([OpenFileReport.OrigDiscAmt]),sum([OpenFileReport.OrigEstimate]))I took that same formula and threw it in a TextBox instead of using a variable (tough to show it, but the entire formula is in that text box), also to

I am trying to find date variance between SO Request Date and AM prod Item End date. This is the formula I have coded: =DateDiff( d,[SOOrder.RequestDate] , [AMProdItem.EndDate] )I get the following error : Any help is appreciated.

I have built a query in which I have multiple associations with the contact tables to get required information. Contact Table is used to find details for a UDF contact field. Owner Contact table is used to get opportunity owner information.Builder contact table is joined with SO Order to get SO contact information.For Builder contact (actual contact on SO), I am able to get Email, Full Name, ContactID_Description but website is blank. When I check the contact, it has website but not coming up on GI. Another thing I noticed was the Phone 1 is also not coming for most of them, only 2-3 records show up whereas it is present. I am trying to use Contact.Website field. Would really appreciate if some one has an answer to this. -Ameya

I am looking to modify the FA643000 report.In the stock report I see a table called FAProjectedGLTran.What is the source of this data?Maybe I am missing something but I can find no reference to this table other than in the report builder.

Version 22.109.0023, was trying to print Lead from report designer by using CRLead, but seems that OwnerID, OwnerID_Descirption are not loading owner data properly, so where I should read Owner field then?

Hello,       As we know, we are having conditionally style in Genric inquiry, like hightlight color. Is there a way to use this similiar function in report designer.    Like, can I hightlight or show different background color for the below wgt=0 lines?  

Hi All,We recently fixed a data issue for one of our clients and we need to adjust some reporting on the Dashboards.Basically, every other widget on a Dashboard recognizes negative values that are calculated as negative based on below Formula: Yet when using this Data column from the Inquiry in the Pivot Table, it treats it as positive and adds to the total rather to substract from it.What do I need to do that these values are recognized as negative by the Pivot Table?It’s a very basic Table: ​​​​​​​Thank you!

Everything was working fine this morning but we installed additional modules on Acumatica and now when we try to print out a check we just get a blank check remittance document. Do setting change with the installation of other modules?