Reports and Generic Inquires

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  

 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 took the CashRcvd variable and did the same thing:Then when running the report, we are shown the first record of the data’s value on the variable and the actual total for th

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?

I want to join ARInvoice to FSBillHistory.  Sometimes I get two returns for one ARInvoice RefNbr, depending on if there are two appointments billed to the one invoice.There must be a way to use relations to grab only one of the two (or possibly more than two) returns.I have tried using First([X]) = [X] , Max([X]) = ([X]) (can’t because of aggregate).  There must be a way to relate the join to provide only one return per match.  Can anyone help?? -David  

Prior to their recent upgrade to 2022R1, our client was able to restict the visibilty of records by department and by user using the @me condition in the PO genreic inquiry. By doing this, only those purchase orders created by the user became visible to the user. Now after their recent upgrade the user is able to see all records for the department.The linking is as follows:And the condition is set as:The @me condition is now not working.

I’m wondering if anyone at Acumatica ( especially @vpanchenko ) has some insight on this.I’ve noticed this behavior before, but this is the first time that I got out my stopwatch to time it and verify.I’m on an Acumatica site, pulling data from a Generic Inquiry over Acumatica OData, using Power BI Desktop. The Generic Inquiry is a Generic Inquiry of AR Invoice Lines, pulling from PX.Objects.AR.ARTran and PX.Objects.AR.ARInvoice. The build is 21.209.0034. I tried two different methods of accessing the data: First MethodConnect to the Acumatica OData URL, then browse to the Generic Inquiry within the Power BI user interface, then remove all columns except DocType, RefNbr, and LineNbr using the Power BI user interface. The end result is three columns and this is the Power BI code that gets generated.let Source = OData.Feed("https://mycompany.acumatica.com/odata/production", null, [Implementation="2.0"]), #"PBI-ARInvoiceLines_table" = Source{[Name="PBI-ARInvoiceLines",Signature="tab

My team is trying to create a report for budget to actuals by salesperson. We have created an attribute associated with the employee class called Sales Budget and entered in the amounts for each of our salespeople. Each of our salespeople are Owners of their respective Opportunities. We are attempting to join the EPEmployee/CREmployee table with the CROpportunity table in order to create a GI that shows Salesperson, Budget and then sums their actual sales for the period.  Has anyone been able to join the employee object with the opportunity object through the Owner field (or otherwise)? Any ideas would be appreciated.   

I’ve tinkered with the groupings and aggregates for a bit and haven’t come up with a way to do this and wanted to check here first before going the SQL view route. I have an inquiry that is showing shipment line detail per order. I only want to see the data for the sales order’s FIRST shipment though. How can I accomplish this without grouping by order nbr and doing a min on the shipment nbr? I still want to see the line detail and the grouping then takes this option away.Thanks!