Reports and Generic Inquires

I have a GI and displays the below information When I group by reference ID I would like the non-null values to show in the last 3 columns (Line 1 Comp Inventory Description, Line 2 Comp Inventory Description, Line 3 Comp Description) to show in their appropriate columns once the group has occurred. Is there a way to do that? 

Hi All,Could you please advise why the issue types, as shown in the image below, are appearing in the Inventory Allocation Details report?Thanks in advance.Regards,Lalith.

Creating a GI with SOInvoice.DocType and SOInvoice.RefNbr as parameters does not provide a lookup for invoice number.  If I use ARInvoice, there is a lookup but it excludes invoices for which the SOInvoice has not been released.No lookup 

I am trying to design a GI that will show me allocations for stock items that we have on Open PO (open qty). I want to know for all open PO quantities, how much is designated/linked to a SO and how much is for “stock”. The report is functioning properly and is showing me what I want, however, I would like to have separate columns for each PO Line to show if it is meant for Stock of SO (if Line type is Goods for IN, I want the open qty to show in my column Stock Inventory...and if Line Type is Goods for SO, then I want the open qty to show in my Inventory for SO column). The logic I am using on my GI is =iif([POLine.LineType]='Goods for SO', [POLine.OpenQty],0)  and  =iif([POLine.LineType]='Goods for IN', [POLine.OpenQty],0). However, all data being returned is 0.In the example below the first line of my report should show 7 in the “Stock Inventory” column and for the 2nd line I have highlighted, you should see 5 in the “Inventory for SO” column, but for some reason the formula I am usi

Trying out the new generic inquiry as data source capabilities in 2024.Doing a Customer Sales report combining MTD and YTD.Created MTD Generic Inquiry - all good. Month ParameterCreated YTD Generic Inquiry - all good. Month ParameterCreated a new inquiry with the MTD and YTD as data sources however I cannot get it to work when using a Month parameter on the Parent Inquiry.Have tried using it as per release notes (“When parameters in the parent and source inquiry share the same names, the system creates a link between these parameters”) - does not work.Have tried Conditions and even adding it to the relation joins.Has anyone worked out the trick to get this working?

Hello,How to disable or hide the “Tools” menu (top right) for non-admin users in reporting / data views ?We have already tried the following without success: Removing access via roles, including Customizer and other non-admin roles Restricting access to related system screens (Customization, Snapshots, System tools, etc.) Verifying screen rights and form-level permissions in Access Rights by Role (SM201010) Despite these restrictions, the “Tools” menu is still visible for users who should not have access to it (even if they cannot open all underlying screens).Our questions: Is there a standard way to completely hide or disable the “Tools” menu based on roles? Is the visibility of this menu hardcoded or controlled by a specific permission or feature flag? Is a customization required to hide it, or is there a recommended best practice? Any guidance or clarification would be greatly appreciated.Thank you in advance.

I’m trying to publish this GI to the Customer Portal. It works on the main site, however, on the portal site it throws a error next to the entry screen under entry point: “A primary screen node for this inquiry form does not exist; it may have been moved or removed. Primary screen settings will be reset to default values.” Trying to View Inquiry results in a Error: “A site map node with the screen ID SO301000 does not exist. Maybe it was moved or removed.” Is there a way to get this GI to work?

Does anyone know what the limitations are when creating a pivot table from a generic inquiry in 2025R2? I’ve reviewed the help file on https://help.acumatica.com/ but it does not mention limitations.  It appears that I can make a pivot view from one of the Generic Inquiries that ships with Acumatica (eg BI-ARInvoices).But once I create my OWN Generic Inquiry, I can’t seem to get to the configuration screen after attempting to do the below steps. I wondered if the pivot wouldn’t work with a generic inquiry that had aggregate functions, so I removed the grouping and the COUNT and SUM functions from my query to get a more flat result set.Even doing that, after clicking Create (step 4 in the image) , the screen does not respond. The configuration screen never appears.The source Inquiry, for reference, is exclusively pulling from the ARInvoice DAC.No Aggregate No Grouping Thank you for any ideas!

Our invoice form contains a gif with our address that has a typo in it.  I would like to replace the image.  However, when I go into report designer, click on the image (which is a picture box) the properties, Data  shows “Database” and I cannot determine where that image would be located. (see screenshot attached)   Does anyone know how to find and change a database image in a form in report designer?  At the moment I am working with form SO643000 but would have to make the same change in a few other forms.  Any feedback would be helpful.

how to existing schedule to email template 

Hey, team - is there a way, short of a customization, to print the sum row in an excel output, similar to how a report prints?  I built a custom GI and wanted to know if the excel output was configurable.  As it currently stands, it only outputs the data, not the total row. Thanks in advance! 

HI, I am trying to do 2 things in a Generic Inquiry for sold Kitted items - getting the quantity of the components.I am trying to have a calculation of sold components be exportable to excel as a numberic field from a GI. The formula is: =([ARTran.Qty] * [INKitSpecStkDet.DfltCompQty])It comes through as a text field, left justified. We would like the result to be a numberic field, Right justified.We would also like to have this display with only 2 decimals 

Hey, team - I’ve made some mods to the Trial Balance Summary report and have added parameters for a range of Accounts and Subaccounts.  The user will generally put in large ranges of accounts (i.e., 1000000 to 1999999) without selecting actual accounts - in other words, account 1000000 may not actually exist. See below - I can have the user simply select actual accounts, but I’m wondering if there is a way to get this to work, even if they select non-existent accounts in the ranges. When one or both of the high and low values do NOT exist, the report does not yield any output.   By contrast, ensuring that both accounts DO exist, the report does yield an output  I’ve played around with the parameters tab of the Schema builder (removing the view name, changing the Data type, etc.) ... Along with playing around with the Filters tab, as well, to no avail. 

Fixed

Hi everyone,I’m working on an Acumatica Report (Label printing) and I’m trying to achieve a layout where each row contains 2 label items side by side, instead of the default behavior where each item is rendered on its own row.What I have done so far I created a SQL View that: Expands Sales Order Lines by quantity (1 row per label). Includes barcode, customer part number, MAP price, etc. I exposed the SQL View to Generic Inquiry. I built the Report using that GI as the data source. In the Report Designer: I set detailSection.ColumnCount = 2 Adjusted ColumnSpacing, Height, and layout settings Each label (InventoryCD, Price, Barcode) is grouped inside the detail section     Expected result Row 1 → Item 1 | Item 2 Row 2 → Item 3 | Item 4 Row 3 → Item 5 | Item 6 (similar to standard retail barcode label sheets) Actual result The report still renders 1 item per row, even when ColumnCount = 2 Sometimes only the left column is used Layout becomes inconsis

While modifying several AR Reports / Forms i.e. AR Statement / AR Invoice I needed to add a line in the address block, I did not want it to be a standalone textbox because I wanted it dynamically sized and to stay together with the other address rows. It was two pieces of data that we wanted to separate with several spaces, one space works just fine, but as soon as you enter two you get this result. After trying multiple approaches and finding no answer anywhere, I landed on this resolution, hopefully this will help you. The answer I implemented is to use HTML, start by setting the “ConvertHtmlToText” Property to True for the textbox in question.  Next change the Value to an HTML string below is the one I used in this example, it also has some parsing for USA +4 Zip Code formatting where a zip code is stored as numbers with masking in the UI, and would be shown here as numbers only but this inserts the dash, for better readability. ='<html><body>' + IIf([BAccountNoMask.Acct

Hi Acumatica,I am trying to display Serial Numbers on a Shipment Confirmation, but I am running into an issue. When I put this field under the Group Header Section4, it will only display the first number from the list. When I put it in the Details Section, it displays all numbers for all items. I am sure I cannot be the only one with needing this on a Confirmation. Any suggestions would be appreciated.  Thank you!

Do I need to build my own SQL query using the tables/relationship/filters in the Report Designer or is there a way to view the exact SQL query being used to output the report?

Hello Acumatica Community,I am trying to move the document level vendor notes up in report designer on the Purchase Order to display under the line details. Here is the ideal position.  I have tried duplicating the Group footer section, but then the notes duplicate for each line item Please advise on how this can be completed. Thank you!

A client recently noticed that they’re unable to tab through DateTime parameters in reports. I tested several reports / sites / versions and it seems to be consistent.Is this standard behavior? And/or has anyone found a workaround for it?

Hi All,I am wondering where can I find the field for Allocation for GI in Sales Order screen? (Please see below highlighted area in screen shot):I am trying to create a GI that show how many are allocated for an item in Sales Order. I tried using SOLineSplit (which is Line Detail in SO screen) but it gave me the amount I should allocate and not what is currently allocated. I have try to check for the element but it just show me SOLine when I click on it.Kind regards,Calvin

Hi, how do I pick up Customer PO field from SO screen when printing an Invoice? I tried adding tables in report designer, but can’t get it to work. Appreciate if you could help please.This is the Customer PO field that I want to pick up when printing the invoice below​​​​This currently picks up Customer Order Nbr from Invoice screen 

When change date on datetime picker in report back to 2025 but calendar still display in 2026. In Acumatica 2025R2

Hi everyone, Happy new year! I was hoping for an insight regarding setting up a default recipient in Mailnig & Printing tab specifically in Purchase Order preference.  This is how I set it up but email doesn’t seem to be sent. I was hoping to set this up as CC so I don’t have to update each vendor.Thanks so much in advance.  

Hi, I am trying to run a report that lists all PO#’s (Open, Closed, etc.) that include a specified Inventory ID. The Purchase Order Details by Inventory ID seems exactly what I am looking for but it only lists results for items that have Open POs?  The Inventory Transaction History shows the PO receipt #, but you need to navigate individually through the PO receipt to get the PO# so no value. The Inventory Allocation Details only shows outstanding POs. Can’t imagine this doesn’t exist out of the box - surely the Purchase Order Details by Inventory ID can display results including both Open and Completed Orders?