Reports and Generic Inquires

We are changing the shipment contact name on transfer sales order to help us with project staging. On the Pick List Report (SO644000) I have added this field [SOShipmentContact.FullName] to be visible if the Shipment Type is TR. When I have a batch run of transfer orders, the system is only pulling the information from the first shipment. All other fields are being updated correctly but the FullName field gets stuck with whatever the first shipment information was. Even when I look at a Print Job every page shows the first Shipment information. If I run the individual Pick List for the shipment, the correct information populates.How do I get this field to update with the correct FullName for that Shipment?

Hello,I created an attribute/User Defined Field for sales orders.  The purpose if to allow selectable text which will then be printed on the Sales Order form.  Everything works as expected until I try to print the information.It is a multi-select combo type.I added the “…….” at the end of each because Acumatica joins all selected values into one field.  I need to print each value on a separate line.  So I was going to create text boxes for characters 1-70, 71-140, etc. on my printed form.  (It seems to truncate if I just use spaces instead of “.”s) On the sales order, I select the values I want to print on the sales order form.To print the first one selected above, I created a text box with this value:=Left( [SOOrder.AttributeFORWARDER],10 )   This was just a test, I will want more characters.*****When I print the sales order, this field prints ALL of the selected values, it does not just print the first 10 characters as expected.******  THIS IS THE PROBLEM I NEED TO RESOLVE**** This i

Hi All,I am working on purchase receipt report (PO646000) and I want to add landed cost to the report. I have already joined 2 tables POReceipt and POReceiptLandedCostDetail as below. But I dont know why it’s only print the second line    Btw I have tried to put it header session or detail session but it’s still show the same.Pls advice me if u have any idea.Thanks in advanced.

I have a report that I want to restrict users to access only based on the user that is logged in.  The report will contain payroll information and I only want the employee that is logged in to be able to access their information.  I’m looking for a similar function to the Pay Stubs screen (PR405000) that comes out of the box.  Is there anyway to use a filter in the report or a parameter in a GI to restrict the user to only see their information?

How to add field Unapplied balance out of the screen Check & PaymentI added using Generic Inquiry but the figures don't come out right.

Hi All,I want to display attribute table from stock item screen ( CST.IN.20.25.00) in historical inventory balance (IN616000) reportSo I joined CSAnswer in stock item screen ( CST.IN.20.25.00) but it’s only can show first line, I dont know how to show all attributes  and its value Pls advice me if you have any idea. Thanks in advanced

I’m trying to create a GI that includes task data (type, status, summary, start date, due date, etc.) along with information from the related entity; in this case, related sales orders (order total, customer ID, etc.). Anyone have any suggestions how to go about connecting these two tables? I tried to “Add Related Table” but the SOOrder table wasn’t an option: 

I’ve added a user-defined field to the Sales Order Details by Inventory Item report (SO611500) but I can’t get it to show up in the Additional Filtering Conditions section of the Additional Sort and Filters tab of the report.I came across this knowledge article: But the attribute field I’m using is already showing up in Viewer Fields: Any ideas how to get this field to be visible as an Additional Filtering Conditions? 

Good day,I have the attached GI created.  I am unable to show for “on-hold” check/payments the unapplied amount for these transactions.  I check that correct column/field is curyUnappliedBal based on the inspection tool.Any ideas why the unapplied balance field is empty.  I have a number records on-hold that have an unapplied balance.Please advise on if this my issue or an ACM issue.Thank youEvan

Hi All,I have created a new generic inquiry, I  joined  tables and I want to show project ID in one column. But currently I only can show 2 columns, because project ID appears in 2 screens ( Invoice & Memos) and (Payment & Application) I have tried  to use iff function for ar invoice, if project id is null, it’s will show project ID in payment, but it’s not work.  Pls help me if you have any idea to show project ID in one column.Thanks in advanced.   

Hi all,Has anyone seen this error? Thank you,KT  

Hi all,I want to bring project ID in Customer details GIIf I dont use the formular it shows the project ID in text. But if I use Isnull formular it shows the result in INT, the formular I use is “ =IsNull([ARInvoice.ProjectID], [ARPayment.ProjectID] )”Does any one know the reason why when using isnull formular the result is different. My aim is bringing project ID from Arinvoice & ARpayment table into 1 column. Thanks in advance!

We issue some POs in which we will physically pick up the goods. Is there a way to change the Ship To details on the Shipping tab of a PO to reflect a Pick Up rather than a shipment?  

hi, i’m sure i’m just not doing this correctly but i have some conditions in place and would not like to show cancelled or invoiced sales orders. however the cancelled is coming up for this customer. does anyone know what i am doing wrong? 

Hi! Can anyone help me how to include tax amount under taxes tab in purchase order report base on tax type.Thank you. I hope to hear your response as soon as posible 

Hi All,I am have added Location ID Parameter in Physical Count Report IN620500. Somehow when I try to select location when I run the report, it is blank. Would someone have an idea what did I do wrong? Below are the screen shots of my setup:  Kind regards,Calvin Law

hi, we have multiple invoice forms and on a certain one i would like to add a - A after the invoice Number.example: reference number: 123 - Ado you know what the expression/value would be to do this? sorry if my wording is not correct as im new to this.also, what programming language does the report designer use?   

I am attempting to send any ecommerce Orders an email through Acumatica instead of our ecommerce platform (BigCommerce) to be able to use some fields that are unavailable through BigCommerce. I believe I have everything set up but have run into two hurtles.If an SOOrder has multiple line items the email is only showing the first line. I need it to show every line, whether its 1 or 20. Even if I replicate the ((Transactions.InventoryID)) it will only show the first line item of the order. I am unable to pull SOOrder Notes to use that in my email template (This is where BigCommerce imports Customer Order Notes to). **Note: I tried using the Report Designer and embeding the report as HTML into the email but none of the fields populated from the report when using this method. The report works just fine if I attach as a PDF, but this is not the solution I’m looking for.Thank you for your help!

Hi,I have a question about GI result sorting. There is a system default GI AR-CustomerSummary, Screen ID AR0008DB, attached screen shot for the detailed GI setting. Currently the AR is grouped by customer account, and i would like the result to sort by “Balance” descending. The result seems to not showing the sorting as i expected, please take a look and let me know which part is doing wrongly. Thank you.  

I am new to Acumatica. I am trying to use Active Directory user to refresh the excel file generated by a Generic Inquiry. The authentication fails. It only woks with a local user. Has anyone had this issue and is there a solution for this?Thank you.

Dear ALL,I created Generic Inquiry using “Customer Listing” table. But when I pressed “VIEW INQUIRY” to see the result it gave error “Invalid object name 'CustomerBalanceSummary'.”I am aware that ‘CustomerBalanceSummary’ (DAC) is a Non existent DB  table in Acumatica. Can anyone let me know which DAC shall i use to show the “Balance” field of Customer Screen in GI.My Acumatica Version is : 22R1 [22.108.0024] Please follow the below screenshot for reference. Thanks a ton in Advance This is the field I want to show in my GI But ‘CustomerBalanceSummary’ is a NonExistent DAC in DB I am creating join like this This is the error I am facing 

Is it possible to make a GI (or ideally, a dashboard tile based on that GI)  sensitive to the value in UserPreferences.DefBranchID?(I reckon that if there is no value in UserPreferences.DefBranchID, this requirement, ideally, would be ignored)I have tried to edit the filter on the dashboard gadget but the 'Value1' field doesn't allow me to pass through a dynamic field such as UserPreferences.DefBranchID - it only allows me to hard-code a certain value.Perhaps there is another way to go about this.Or perhaps this related Community Idea is as far as we can get. It would just be handy if we could retrieve the value for the User’s default branch and show them the data for that branch.  

I’m afraid this is a bug, but I’m wondering if anyone else has encountered this problem. I have a Generic Inquiry created for Cases. There’s nothing especially unusual about this GI. The Case ID column is mapped to a navigation parameter which opens the Case screen. As my own user, the GI works fine. As several other users, the GI also works fine. As one or two particular users, the GI navigation does not work. Clicking any Case link opens the first Case in the list. Of course, the first thing you’d think of is to eliminate the variables. So using my computer with my Edge browser, I open an incognito tab and using the ‘Sign in as user’ feature, I sign into these user’s accounts. Exactly the same results. Some users it works for, some it doesn’t. How is this possible?

I was reviewing the release notes and looking to see if anyone knows if with the new feature of the side panels on the forms such as the Sales Order and Stock Items, can those be edited? I know you can edit from the generic inquires but is there a place to add/edit on the forms? Has anyone come across this yet? 

I am looking to join the ApproverEmployee DAC with my custom GI so I can see the required Assignee ID for the expense receipt.  I have figured out that the ApprovedEmployee DAC is hidden but I don’t have any other ideas how to gather that data and associate it with the receipt.  I have the screenshots below of the field I am looking for along with the tables & relationships for my custom GI.