Reports and Generic Inquires

I need to create a report based on the Current Sales Price and compare it to Last Cost and Avg Cost, so we can see what the Profit Margin/Profit % is.I need to include the following fields in the report:Customer        Inventory ID     Current Sale Price       Last Cost         Avg. Cost         Last Transaction Qty     Last Transaction Date    Profit Margin    Profit%I would like to be able to filter this report based on Customer Sales Price Code/Customer and Start Date (this would be the Start Date for the Customer’s Price Code)I’m not sure how to bring all this data together, so if someone out there can help, I would greatly appreciate it!Sarah

Hi All,I am working on a report using Detail Sales Profitability as the template to include Freight Cost. Everything works well until I am trying to add up the total for Freight Cost. The issue I am having is that the system somehow keep adding with the same freight cost base on the amount of lines it has within the shipment. Please see below for screen shots:From the report:Example 1Example 2 From Report Designer:  How would I be able to fix it so it don’t repeat adding itself within the same transaction and actually add up all the invoices within the customer?Kind regards,Calvin

Customer would like to print the Shipment Confirmation Report with one click, compare to standard 2 click, one to render report to preview and second click to print.Any thoughts?

Hello,I am trying to include a quick filter on the PMTran Date for a GI. I would like to have the filter setup up to show everything “Is less than or equal to”, I would like it to also show all blank dates as well. Does anyone know how to do this?I attached two screenshots1). GI Screen results (with quick filter)2). Results grids of that fieldAny insights would be helpful! Thank you,KT

Each of our projects can have different insurance requirements/thresholds and/or warranty duration that need to be included/communicated to our subcontractors/suppliers on purchase orders. I have created the necessary fields using “Attributes” and then I added these attributes to the Projects (PM301000) screen as user-defined fields through the Customization>“Manage User-Defined Fields” prompt.Now, I can also add these attributes as user-defined fields on the Purchase Order screen, but they just appear again as blank on each PO form and it doesn’t copy over from the project.In Report Designer, I can edit the Purchase Order report to print the user-defined fields that I added to the Purchase Order screen, but is there a way to link/relate the Purchase Order back to the Project such that I can print on the the user-defined fields from the Projects screen instead of from the Purchase Order (so the attributes only need to be filled in once and are then copied over to each PO if the PO h

I’ve been playing with OData Version 4 with Excel.  My questions is regarding performance.  Is it faster to link individual tables for example InventoryItem and INSiteStatus or just link the InventoryItem table and expand the INSiteStatusCollection?

If you copy and paste into a Note field it will keep the formatting from the source document.  But when you print the note field in report designer it creates some funky formatting.  Does anyone know if it is possible to keep the original formatting like below right?  

We are trying to download a report of all Available Qty but can only seem to find a report that shows On Hand Quantity. Any suggestions?  I want the available qty as that shows everything that is available to sell where as the on hand quantity will show all inventory (even inventory allocated to a sales order).

Hi,I am editing the SO Invoice report SO643000 and adding in packing info to the invoice so it will show what item is pack to which Skid or Box. After finishing my whole setup, it would work great for invoices. However it now product a blank report when the document type is Credit. Examples below:Credit Memo:Invoices (Boxes):Invoice (Skid)I know the main issue is when I apply SOShipLineSplitPackage.PackedQty filter to IsNotNull, it somehow takes away information from Credit Memo. I have tried to change the filter to apply IsNull for Credit Memo and IsNotNull for INV, but it did not work.   Does anyone have suggestion on what I can do to achieve below logic, either with Filter or another way?If it is Invoice, PackedQTY is not empty If it is Credit Memo, PackedQTY is empty.Thank you,Calvin

Hi,I am working on the invoice report and have modify in a way to show which shipment each item is in on the print out. I have figure out most of the logistic and is currently stuck at grouping the item together instead to have it spill to each line. See below of the current print out of the reports. Screen shot A is when the shipment type is SKID; Screen shot B is when the shipment is ship as Box. A)In this scenario, I would want all Items to show only once with the 2nd detail section to show more than one line per item. As you can see, the skid 1 for TQ002 have 2 boxes and each have their own packed amount. I am not sure how I can link the schema to provide the logic to only show the Item@ only once. B)In this scenario, the shipment is shipped as boxes. For item SM3000T3-Neon, it was shipped as 7 boxes. I would like all the box numbers (7 total) to show under Box column and in only one line of SM3000T3-Neon instead of showing up 7 times, which makes the calculation for QTY and price

Anyone run into the package count column on the Shipments grid not displaying the package count from the field in the Shipment header? Client reported the issue, and it appears to also be an issue in my local demo system. Field is SOShipment PackageCount on GI grid and is located in the header of the Shipment screen. See screenshot from demo system. 207 shown on the shipment. None show in the packages column in the shipments grid. Thanks! 

hello, I need help with this report. When I print the information from the same table but with a condition to separate it, the information is printed in 2 different pages.please help me and thank you.This is how I have declared the fields and the report configuration.  

Our customer has a large amount of projects and would like to have the ability for users to have a My Projects Filter type that is common throughout the system.When I go into the Project manager column, i can enter @me and the column filter works as expected. When I try to make a more permanent filter, it refuses to accept the @me filter. I tried @me, =@me, and =’@me’ What am I doing wrong?

Regular notes change the icon on the primary list to show a record has a note but if the note is a pop-up, it does not change.  The Acumatica suggested work around to open the record does not seem to be a reasonable solution.

We have a SQL script given to us by acumatica  to detect projects that have a problem preventing us to change the AP pay by single project setting.  We then have to make the projects the script provides to activate the projects from a completed state.  Change the AP setting and then mark those same projects complete.  I was hoping to use mass update in a GI to do this so I don’t have to give the AP clerk access to the SQL database to run the script.  The fix for this bug isn’t scheduled for 2023 R1 and we would have to do this process on a weekly basis.  I am open to other ideas also. 

I have two different dates in different screens Ex(stock item and Branch) and i would like to update the minimum value of the stock item date and Branch date into a different screen. Can it be done via generic inquiry and Business events. thank you in advance

I have been struggling for quite a while to format a stock item label that looks good, and I’m not have much luck in Report Designer.I’m trying to get close to something like this:This is what the customer is currently using. I think the size is ~1.75x3”I have tried to recreate this in Report Designer but can’t come close. 

Hello All.  New to the acumatica sceen.  Am doing training un the SweetLife U100 company, on version 21.101.0047.   When i do a search, under transactions and profiles, it keeps comming back with No Items Found, even though i have searched for things that exist.  I tried typing in “fourstar” (without quotes), which is a customer in the database, and according to the training, should have pulled up some stuff in the Transactions and Profiles tab.  But i am getting “No items found for fourstar.”  Can anyone point me to, what might be wrong, that the search is not finding anything to display in Transactions and Profiles.Thanks in advance all.Dan.

Hi,I am a beginner. I cant think of a way to accomplish what I need so was hoping someone here can help.Does anyone know a way to create a GI for SO lines with different warehouses per order? Sometimes we have different warehouses on a SO. I would only like to see where the warehouses don’t match so I don’t see all orders.Thanks.

Looking to allows users the ability to use a GI and group on a column through the UI. Also to be able to allow the user to add totals and subtotals for the groupings in the UI. 

I have a GI, Shipment Details, that is driven off SOShipment, SOShipLine, and SOOrder to shows each line of a shipment and its corresponding order. It is currently serving its primary function, but I would to get more out of it by reporting the number of distinct/unique shipments there are.Is there a way to do a distinct/unique count in the GI results grid? I know this can be done easily through a pivot table, but my goal is to have this information right at the bottom of the GI results grid by using the Total Aggregate Function. Having it hear saves that extra click and load time that pivot tables inevitability have.Another way of phrasing this is, does anyone have an equations that will count a shipment number once?My first idea was to divide 1 by the number of lines on a shipment. When added back up each shipment would equal 1 and all of them would give me the shipments count. 

I am trying to expand the Inventory Valuation Acumatica report to offer Inventory Valuation by Storage Location. I have made a copy of the report and the information I need appears to be located in the INLocationStatus table but I am having troubles with the join. Has anybody created such a report? I am wondering if my path is possible or if I need to refactor the report?Thanks for any help you can offer!

I am printing the notes of a sales order quotation at the end of the totals.  I have put it into it’s own group footer as follows:  And the settings of the group footer are as follows: And the properties of the text box are as follows: I’m expecting this note to print only once, over two pages (not on each page).  But this is the result:  Can you see how the note cuts off?  It is two lines.  Then it prints again on the next page:  Also not both lines.Please help with the correct settings so that one line of this note prints on page one and the second line prints on page two :-)

Hello,I am stock at the CSAnswer table join. i attached the report file so you can take a peek. first it doesnt do what i intended to do, second, there is a duplication and each receipt prints 170+ pages.Thank you! 

Looking to make a report that will print on a Zebra label.The only report parameter I need is Item # (InventoryItem.InventoryCD) and the the user should be able to select a single Item # for printing.This is the end goal - a 4”x6.75” label with the Item ID and Item Description.Need to be able to select and print a label for either Stock or Non-Stock Items. The report I’ve created gives me a look-up option for the item but when run the report, I get a label for every item in the system (and this is not my intent). I’m learning Report Designer through trial and error and this request seems so simple, yet I’m stumped. Any help would be appreciated.