Reports and Generic Inquires

Is there a setting or access right that can be set to allow users other than Admin to ignore the Excel export limit of 1000 records?

I am developing what I think should be a pretty straightforward Sales Order form. For the transaction lines, I would like to have a grid format where there is a border around each cell. This works fine if I put a border around each cell in the detailSection1 part of the form (I have adapted this from SO641010.rpx… the out of the box Sales Order printed form for Acumatica). When I preview this in Report Designer, I get my grid with borders and everything is good. However, if I output to PDF, then only some of my vertical borders appear, and no horizontal borders around each cell.Preview in Report Designer (or in Acumatica with PDF Preview disabled)... Output in PDF Format… grid lines are basically gone I have seen some previous hand wringing about this in other posts. I don’t need this to work perfect (it obviously doesn’t), but I just need A way to do this. If it involves a specific configuration for each individual cell, so be it. But can someone demonstrate a working way to create a

I have a requirement for a csv file to be created that will be uploaded to a bank. The data is tied to a check run listing out the check number, vendor, amount, and invoices paid.  The pain is that the format is one row per check, and the invoices paid by the check are listed out recursively across on the same row, be it just 1 invoice being paid or 20 by that check. It repeats the invoice/ref number and amount paid (against the invoice) columns on the row.  Right now, the spreadsheet is maintained manually by the customer so they handle the uncertainty of how many invoices are being paid, column headings, etc..  I know the unknown of how many invoices are being paid is a problem.  I have a GI that lists what I want with each invoice paid being a new row, but no idea if that invoice detail can be placed going across rather than down.  I’m thinking it probably isn’t possible within a GI, but just wondering  if anyone has encountered this type of format/layout requirement and what any op

Hi all! I’ve created a set of labels using Report Designer and added to the site map. I now want to add a Print Label button to a generic inquiry. I setup the report up in the navigation parameters, added a column that reads ‘Print Label’ and pointed the navigation to the report/labels. This works when only needing to print one label. But if I click print label on one row and click print label on another row, for example, the second row displays the data from the first row. It doesnt seem to update based on the row I am clicked on. Is this a bug or is there a setting needed to get the print out to show the correct data per row? Thanks!

Hi, We wanted to create a GI to get the inventory in and out details for a given time period hence we created a GI joining PX.Objects.IN.INTranSplit and PX.Objects.IN.INTran tables. Inquiry title is Inventory Transaction History Inquiry.Then we gave start date and end date parameters using the release date in InTran table.The end date parameter seems not working properly. For example, if we give the end date as 3/31/2022 the data shows only up to 3/30/2022. Is there any reason behind this behavior or have I not set the GI in a correct manner? Please assist me. Best Regards Amanda  

Hi, I have customized the Inventory Register Detailed Report and no additional joins have been added on my end, but there is a duplicate line being printed on the report, this happens in the original report as well. How can I modify it to not print a duplicate line?Transfers Form has 2 recordsOutput has 4 lines  

Hi,I am still green to creating Generic Inquiries. I am trying to create a GI that displays the total inventory Items including qty and amount for each customer invoice. Then from there I am going to create a dashboard that shows the top selling items for each inventory item by qty. Here are screenshots for my total setup. How can I get the Customers Invoices to consolidate/filter correctly in my GI? Let me know or what conditions/settings I am missing? I have also attached an export of the GI if needed. Thank you,Frances Pantelidakis  Screen 1 Tables Setup: Screen 2 Relations Setup: Screen 3 Sort Order: Screen 4 Results Grid: Screen 5 Output of GI:  

Hi, I am doing a GI to show the GL accounts for NonStock Items.The NS Items are tied to a posting class. The posting class can use the default of Inventory Item (I) or Posting Class (P) I am trying to get the GL account to be in one column. My data field looks like this: =iif ( [INPostClass.InvtAcctDefault]='I', [InventoryItem.InvtAcctID], [INPostClass.InvtAcctID])The GI is returning 2037 instead of the GL#, 11302. Is there a function or a way to get the 11302( The GL from the chart of accounts) to display? Thank you, Bill 

HeyI was wondering if anyone was able to create a GI with more than 213 Rows. The max seems to be 213. Also, has anyone added new rows to a GI  from the XML file? My guess is you need to generate a new RowID; that's something I have not been able to figure out. 

Like my last question, I am receiving the following error, but it is not on a field that can have a aggregate function. I have attached the xml file.Sorry for all the questions. I will get this down eventually.

Still trying to fully understand the workings of the GIs.I have a GI that is working in our sandbox system, but when I create it in our live system, I receive the following error: Any assistance on this would be greatly appreciated.

I am struggling to add a date range to this generic inquiry. I need to add the date range of 1st day of month to last day of month in the default value section of the parameters for a generic inquiry.  Thank you in advance for your help!

Trying to build a GI to show AP Bills approved by a specific employee (or any employee really), and can’t find a way to join APInvoice with EPApproval or EPOwned or any other DAC that can have approval data (approvedByID). Any ideas how to solve this riddle?

hi all, is there an out of the box report that shows totals sales for a customer? this would include open sales and sales history and should also include credits. thanks in advance.

Hi allI need to show VAT per line in our Receivables invoice that prints for customers, but I’m finding that both the ARTran.curyTaxAmt and ARTran.taxAmt fields are showing zero.  Is there a different way to do this?

Hi All,I am creating a report that will help me identify amount of defect / return over a period of time. I used SO.61.10.00 Sales Order Detail By Customer as base report. The issue I am having is that the SOLine.ClosedQty is not able to sum based on the different order types. I have multiple order types that I need to subtract each other in order to produce the result I am looking for. Below are what I am trying to do:Sum of Sales Order - Sum of Correction (Custom Order Type)Sum of Credit (Custom Order Type) + Sum of Replacement (Custom Order Type)I used IIF function in on the detail and it work fine, only when it comes to SUM where the number is off. ‘=IIF([SOOrder.OrderType]='SO',[SOLine.ClosedQty],IIF([SOOrder.OrderType]='CO',sum([SOLine.ClosedQty]),'0')‘Are there any suggestion on what I can do in order to achieve what I want?Kind regards,Calvin Law

Hi, We have created a Inventory Transfer with added from Location and To Location. There are Two Items. We have created a report. We changed the Existing inventory transaction report.   Mainly we are using INtran table and if we have two different location system create two lines in same table.  we tried removing the location columns. but we could not find any distinct column option. We need see only two lines in above example. Expected result as follows.   RegardsNethupul    

I'm putting together a GI around Tasks to use for Dashboards and I need to use the Start Date and End Time fields to show the Start Date and Due Date of tasks. However, I've discovered as I was trying to set up filters for the data that the Start Date and End Time fields are displaying as 1 day earlier in the GI results than they actually are when you go inside the Task.For example, in the GI results this Task is showing a Start Date of 6/15/22 and End Date of 6/16/22: However if you go to the actual Task itself you'll see that the Start Date is really 6/16/22 and End Date is really 6/17/22: Anyone know what's going on here and how to fix it so the GI results show the correct dates? The filters appear to be working off of the true dates in the tasks which makes the GI results seem off when using the filters. The only thing I can think of is perhaps there’s a time zone issue between the fields?Thanks!

I’m trying to sort out default locations for vendors using the vendor location generic inquiry. I’m able to add the “IsDefault” from the Location Table to the results grid in the generic inquiry but when I run the query no locations are marked as default, even though obviously one for each vendor should be the default. Am I missing a step or choosing an incorrect field?

We are working on upgrading two clients to 22.106 and this version seems to have removed the ability to use the keyboard copy (Ctrl-C) to copy the value of a cell into the windows clipboard.  This issue does not exist in 22.105.  Can someone confirm if this is a bug because will will have clients that will complain about this loss of functionality?Thanks,Kurt

We are not using the Acumatica branch logo functionality, because we have a header logo that needs to span across a page.We have added this as a picture on our reports, and it renders clearly in PDF as long as the PDF is viewed in an internet browser.  However, as soon as the rendered PDF is downloaded and viewed in Adobe, the logo becomes grainy.  Here is a small portion of the text in the header logo on Adobe vs Chrome (both viewed at 100%):You can’t really see the problem clearly here, but it creates a significant difference in quality when you look at the whole logo.  I’ve tried different sizing options (normal, scale, fit) and none of them make a difference.Does anyone have an idea on how to fix this?

The report is only pulling data utilizing the main report parameters.  As long as there is data within the parameters of the main report it will print the main report and will then print the data from the subreport that is within the same parameters. If nothing prints in the main document due to the parameters nothing prints from the subaccount even though there is data that should print. What am I missing?

I need the date output in a GI to be yyyy/mm/dd for a third party integration but we use mm/dd/yyyy as a default. How can I flip this around?

Dear ALL,I created Generic Inquiry using “InventoryTranHistEnqFilter” table. But when I pressed “VIEW INQUIRY” to see the result it gave error “Invalid object name 'InventoryTranHistEnqFilter'”.Please explain the cause of the error and help how to fix it !Many thanks !NNT 

Is there a way to create a generic inquiry for Dashboard widgets and the linked inquiry screen into the widget. I want to find out and get a summary what generic inquiry we are not using, not linked to a dashboard