Reports and Generic Inquires

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.  

Hi all, please advise steps or show article explaining how to add a column in Report Definitions showing percentage of a line compared to the total of its group. Ex: percentage of materials compared to direct expense total.   

Hi All,Even though it wasn’t covered in all the Release presentations, Acumatica upgraded the Report designer so you can create GS1 2-dimensional Barcodes presumably. Following their instructions from the Release Notes, I wasn’t able to recreate any working 2-dimensional Barcode. Another question is on the variable values would be dealt with, with the set-up they present here:  Has anybody successfully implemented, created a working report that utilizes this new “feature”?Also, did anybody figure out on how this type of Barcode is dealing with variable inputs? I just hit dead-end after dead-end.

I am trying to print labels from a PO Receipt but only when the Inventory Item is in a particular Item Class.  My attempts at filtering aren’t working.Example: I want to include only those where the item class contains ASHR, AUTOR, and MINPL.In report designer I have tried various ways in the filters tab - as you can see I have LLIKE and the beginning of one of the item classes.  I have tried Like, IN and none work.  When I print the report it comes up blank.  Does anyone know a way to add a filter to accommodate this requirement?  

The client is requesting the creation of a labels with barcodes (picture box) for use with purchasing receipts. One of the barcodes on the label is for the item’s lot/serial number. There are some receipts/items do not have lot/serial numbers, so we need to suppress the barcode (picture box). I have not been able to find a way to suppress the picture box. Has anyone found a workaround for this issue. 

Hello,I have a tabular report that I’ve generated.  It prints fine if it’s run as a standalone report.  It’s to summarize AR Invoice data to assist with invoice reconciliation to the supporting documents.  Along the left side I have the employees grouped by the field tickets/LEMs that the data came from (custom solution) and the columns are the inventory/labor items.  The issues is when I add my tabular “LEM Summary” report to the AR Invoice, the rows are not grouping/displaying correctly.  At the beginning of the subreport I’m getting all my group header/footers, but for the detail sections, I’m just getting the records for employees with the first inventory item instead of all the employees.  All the rows do eventually print further down, but the grouping is not correct.Here’s an extract of my “Invoice LEM Summary” when it’s embedded as a subreport in the AR Invoice template.  The only parameters for the subreport are the Invoice DocType and RefNbr.  All the data in the subreport is

I have a report that is putting page breaks between my groupHeaderSection2 and my detailSection1 and groupFooterSection1.  Is there a way in Report Designer to keep the groupHeaterSection1, groupHeaderSection2, detailSection1, and groupFooterSection1 together before there is a page break? 

Hi All,I am trying to retrieve kit components from a kit item into acumatica report.I can only print 1 component out of 2. Can someone please help me with printing components of a kit?the code I used was :=IIf([INKitSpecStkDet.CompInventoryID]<>NULL,[INKitSpecStkDet.CompInventoryID],'')

Hello,I have a sub report I am adding to a standard report.What is the font and size used on the standard reports so I can match it and make this look better?I don’t see this specific information on the properties of the fields on the standard reports.Thanks,Larry

Hello,I need to make my subreport have a border so it appears as a box on the main report.It seems pretty straightforward.In the Designer Window, the border shows as expected.However, when I print the report there is no border around the subreport. 

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

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