Reports and Generic Inquires

I am looking to get the “CreatedDateTime” for when a customer was created. From my research i see you can use conditions like @today or @month. However, I cannot get my data to filter to those dates.  When I have this condition turned off; my data pulls and groups correctly.However, lets say I want to see customers orders for customers created in the past month. I know from looking at the data we have two new customers in Oct.I think i may be referencing the wrong table though as I had to pull this info from another GI to see where they pull from. When looking at the audit history of the customer to determine when they were created; the element inspector has it’s d

In a GI, when I join InventoryItem to INLocationStatus and output the InventoryItem.InventoryID and INLocationStatus.LocationID, I get a list of every location that that Item has ever had inventory in, even if that location no longer has inventory in it.Is there a way to clean these up or filter old locations out for a given item without simply excluding QTY zero?

We have address fields on a lot of paperwork and instead of going through each one and amending the formula, is there a way to format the field.  When we have a number field I know that you can set the format with the number of decibel places in the format box etc, and I'm hoping its the same for text.I have tried just simply adding UCase to the format box but it didn't work.Thanks 

Hi everyone, I've hit a strange issue with copying Generic Inquiries (GIs) on our production site (v2024.1).The Issue: When copying certain GIs using the standard Copy/Paste from Template function, several table Aliases fail to paste through into the new GI's Tables tab. This results in the error: “a table with the alias [name of alias] cannot be found” because the fields in the Results/Conditions tabs lose their table reference.What I've Ruled Out (or think I have): I recognize the common causes (Copy/Paste bug, Custom DAC synchronization, Site Map conflict). However, the critical and confusing finding is: The issue occurs consistently in the Production Site where certain Alias names are in play, e.g. “WIP”, “DTC”, “TimeActivity” as example. The exact same action, using the same GI on a Sandbox environment

We have a business event that notifies the salesperson every time they are added as a salesperson to a customer. This business event is sending an email notification to the salesperson with the customer that has been assigned to them. The salesperson is currently on the “To” list on the email template, however, they are not receiving the email. Below is an email that was processed: The person on copy is only receiving emails. We are using Users table to pull the salesperson’s email addressNot sure what is causing this to appear blank. I have attached the xml file of the GI, BE to this thread. Please advise, what am I missing here. Appreciate your help in advance. thank you.

Is it possible to change the background color of a field in a report based on its value ?The values are predefined in a dropdown, such as 1, 2, 3, and 4, with corresponding labels.I need the field background color to change as follows:For value 1, set the background color to red. For value 2, set the background color to green. For value 3, set the background color to yellow.How can this be achieved?When the value changes, the color should also change accordingly. 

So i am build this report in the report designer.On this report the data type of {SOPackegeDetailEx.CustomRefNbr1} is a ‘string’.For some reason it's not working in the ‘sting’ mode but the moment I change the data type to “integer” it works.I check the data source of the data and it is “string”.I am not sure what i am doing wrong.this is the data source. 

Good morning allI have just realised that my Description on AR invoices, that have already been posted is incorrect.  Is there anyway I can change it, without having to reverse invoice etc.  I need it to say 2025 not 2040…..thanks heaps  

Hi,I’ve recently started a new job, and this is my first experience working with Acumatica. Since we do not have an internal team for Acumatica, I’ve taken on the task of modifying a Generic Inquiry to better suit our needs.Currently, I’m facing an issue with a Generic Inquiry for Sales Orders with multiple shipments. The problem is that we are seeing duplicate lines in the inquiry. Specifically, the Sales Order lines are not being correctly linked to the Shipment lines, resulting in each item being displayed multiple times—once for each shipment associated with the order.I have attempted to adjust the table relationships in the Generic Inquiry but have not been successful in resolving the issue. The duplicate lines are causing discrepancies in quantities and amounts, leading to overages in our reports.Could someone please provide guidance on how to fix the table relationships to avoid these duplicate lines? Any assistance or advice would be greatly appre

I am working on a GI that will evaluate the Labor Price on our quotes and display on a SidePanel Dashboard whether the price matches the required amounts.  There may be a more elegant way to achieve this but we are doing things a little manually right now with quotes and pricing.We have two Non-Stock Item Numbers that will be used:12974 - Install Labor12976 - Install Travel What i would like the GI to do is evaluate a Project Quote and “add up” all the Quantities for these two line items. They may be in the quote once or twenty times.  If the total is greater than 8 then the labor price on each of these lines should be 100 and if it is less than 8, it should be 110. I have it evaluating each line but cannot get it to evaluate the SUM of the all the lines.  I have attached my GI for reference.  Any help would be appreciated.   A

Does anyone have a good setup for an On Time Delivery Generic Inquiry? We are trying to decide the best way to do so and looking for ideas. Currently, I have a Shipment Performance generic inquiry that shows total days late for individual Sales Orders that have been completed, but I’m hoping to work in current open orders that are past due.

I create generic inquiry group by inventory id after group I want to filter Qty.On.Hand <= Reorder Point (this is the aggregate field)

I have having an unreal amount of difficulty with something that I believe to be super simple. I have a Gi that is showing me, for each BOM FG Item, how much of each component is required. And taking into account how much is on hand, it shows me the most FG I can produce with what is on hand. I would really like to also show the grouped Max amount I can make, meaning, If I look up an item that has 4 components, each component will show the most I can make with that Item, and then also the lowest quantity out of those 4. So the item that is limiting me making more, will show the same quantity in both columns.  To do this I made an identical GI that is just grouped by the BOMItem.InventoryID, and the buildable quantity is set at MIN for aggregation. Then I pulled that GI in as a sub GI, and related it through the same BOMItem.InventoryID.  This screen worked until the new 2025R1 upgrade came through, and now it is broken in a weird way.

The ones i have in mind areCreate Purchase Orders - POFixedDemandApprovals - EPApprovalProcess.EPOwnedThis is for dashboard purposes

In my GI, I have multiple columns using the same schema field to format into whole numbers with commas. However, on the Total Aggregate Function, one maintains that format, while the other two do not.    The only difference in these fields that I can think of is, the one that is working is a calculated field from this GI, where the other two were calculated on another GI and then brought in as a data source, but I am not allowed to bring over extra schema fields/formatting if I use a GI as a data source.   Does anyone know if there is some way for me to do this? I really wish the total aggregate function just matched the same schema field since it is on the same results grid row…. 

On our purchase orders for outwork/subcontract work we want the PO to show the production order number.  Our production order number is alpha numeric.I have tried using the following in the visableExpr field but they all cause errors: [AMProdOper.ProdOrdID]=0 [AMProdOper.ProdOrdID]=’’ IIF statement  (this is my first time using the community for help so im hoping ive done it correctly :-) )  

 SM208000 - Generic InquiryAt Generic Inquiry screen we have field “Row Style” which helps us creating GI styles due to our template.  I want to create a similar field that, instead of affecting the GI, applies to my custom table. I’ve managed to copy the field and its smart panel, and I even made it possible to select fields from my table. However, when I click OK, the style is not applied to the table.Is it possible to implement this functionality? If so, how can I do it?More details on what I have done: The field and smart panel are similar to those on the Generic Inquiry screen. I copied the DAC field, its definition in the ASPX file, and

Hi,I created a custom Payment/Receipt report, but the Payment Reference Number parameter is not working. I’ve attached the report .rpx file and a screenshot for reference.Could someone please advise what might be causing this and how to resolve it?   Thanks 

Hi all,I want my customer statement does not include transaction with prepayment type. I have created a parameter doctype and filter conditions type does not equal ‘PPM’ but it does not work. Thanks in advanced.

Hello, We’re experiencing an issue in Acumatica...When i go to Receivables > Customer Statements > Run Report., the PDF toolbar used to show Print, Send, and Export buttons. But now the Send button is missing. Has anyone else run into this or know a quick way to fix this? Been trying to figure this out for hours 

I have a dashboard with a scorecard tile that gives an invoice total for the current year. It is set up with parameters for date so that if the user onlys want to see the invoices for February, they can choose the appropriate dates on the dashboard. Then there is another scorecard that gives the invoice total for the previous year to date. It also has parameters so that the user can choose the dates and compare invoice total to to the same month last year for example. I have added a trend tile and it updates based on the salesperson selected, but does not update based on the dates selected, so that if the dashboard user selects February of 2022 and February of 2023, the trend tile still displays the trend for all of 2022 to all of 2023. Is there a way to configure the trend tile to also consider the dates selected by the user of the dashboard and give a trend for February 2022 to February 2023 if that is what the user has selected? I have selected last year as the peri

After the update my GI is not found. Can get help. I try locating it in the site map but It,s not there.  

We use the realtime sync to push new sales orders from Shopify into Acumatica when they are placed. We do not export sales orders from Acumatica back to Shopify.This works great, but the Shopify connector is also syncing orders back into Acumatica whenever the order is updated in Shopify.This is a big issue because the re-sync of orders overriding our changes to sales orders made during order processing in Acumatica.Here's an example:An order was placed and sent to Acumatica at ~8:40am Our rep processed the order in Acumatica and made changes to the order. After, they merged the account on the order in Shopify with a dupe. This change to the Shopify order made the connector see that the order was updated in Shopify and re-synced the order at 11:59 AM. This re-sync of  the order wiped out the changes that we made to the order in Acumatica after it had already been shipped.We need the connector t

I am trying to create a report where I want to filter Receipt numbers based on the Vendor.I attempted to use the following expression:=Report.GetFieldSchema('POReceipt.ReceiptNbr,VendorID')But this is not working - the lookup does not return the expected receipt numbers for the selected vendor.My goal is to allow users to select a VendorID first, and then the ReceiptNbr dropdown should only show receipts that belong to that vendor.Has anyone implemented

We are having issues tracking manual price changes on sales order lines. The business has removed the ability to manual price change from most staff but if we had proper visibility its likely we could give the access back to select staff members which would solve alot of problems created by removal of the function. There are genuine reasons why we need to manually price something and what i’d like to be able to do is exclude manual price changes by specific people from appearing in a GI. I am using a sales order by line report then using various filters to work through the data to remove lines that are ok (some of this is SO created by vs SO Line added by and if its been added by someone who is allowed to manually price it can be excluded) but I'm left with lots of lines that on face value look like they have had a manual price change but when I go into the audit trails the line has been modified by an approved person. Does anyone have a GI built or could share