Reports and Generic Inquires

Hi, We have a field that allows for multiple codes to be selected. These codes are attached to descriptions in a table. There can be up to 20 codes in the field and the codes have differing lengths.The field ends up looking like COC; DC & CT; First Article Samples My task is to have the descriptions associated with each segment print on the PO form. I am unsure of how to process the field to get the descriptions. or how to do the join to the table that has the description. Any assistance will be appreciated!

Hello--Does anyone know where or how to edit the column names on a Data Table widget?Right now it derives them automatically from the results of the GI.  Thank you!!!! 

Hi, I am trying to convert a pre-existing report to a generic inquiry. Most of the hurdles I have managed to figure out, however I have gotten stuck at the formula for a balance.The formula is as follows:I would like to know why I can’t find [ARRegister.SignBalance] in the generic inquiry. Thanks.

Hi Acumatica community!I have a column chart in a dashboard that shows sales by month for individual customers. The column chart only displays months with sales data, which is a problem as many of our customers order every second month or quarterly. See example below.If there are no sales in a given month, I’d prefer that the chart showed zero (a blank space) for that month. This would make it much easier to see the relationship between sales and time.Is that possible in Acumatica? 

HI, I created a copy of the PO Form, P0641000 as PS641000. I made a change to the new form to print the discount percent rather than the discount amount at the line level.  This form has been added to the site map and works. When I try to add the new report as the default Purchase Order on a vendor, mailing settings tab, I am getting a message that the Report cannot be found in the system.I think I am missing a step somewhere to allow forms that begin with PS to be used. I have done this with other Acumatcia site, but have changed the name to begin with PO & not PS. Is there a way to allow a form beginning with PS to be used??Thank you 

I am customizing the Sales Order Report in Acumatica (so641010.rpx) and there is a requirement to convert [SOLine.CuryUnitPrice] to USD given that the unit price is not already in USD, and also currency rate type should be MONTH rate (rate type ID in currency rate types form) and currency effective date in the same month and year range of the Sales Order Date [SOOrder.OrderDate]. I created the joins and values to be picked as follows,SOOrder Left CurrencyRate2 → =Month(OrderDate) Equal Month(CuryEffDate)                                                      Year(OrderDate) Equal Year(CuryEffDate)=IIf(([SOOrder.CuryID]<>'USD' And [CurrencyRate2.CuryRateType]='MONTH' And [CurrencyRate2.FromCuryID]=[SOOrder.CuryID]),+IIf([CurrencyRate2.CuryMultDiv]<>'Multiply',[SOLine.CuryUnitPrice]/[CurrencyRate2.CuryRate],[SOLine.CuryUnitPrice]*[CurrencyRate2.CuryRate]), '-' )At the moment the column always displays ‘-’, so I need

Is there a way to not allow 0 (zero) Qty in the Sales Order screen? 

I want to generate a generic inquiry that will list stock items and then all of the sub items for that stock item. is there an easy way to accomplish this? 

Is there a place I can override the background color applied to an active Pivot filter.  Acumatica default seem to be applying something derived from the primary color override for the active Company or Branch.  In our case it makes the active filter indistinguishable from the non-active filter, causing much confusion with our users.  I don’t need to match the theme, just need to know filter is active.Any alternative (i.e. changing color of text and/or funnel icon) would be acceptable also.

I am fairly new to Report Designer and I have a requirement where they want the total of a column in the header section, this should print only on the first page and values consideredshould be where page index = page count, how can I fulfill this?

Hi all,I'm trying to include an uploaded jpeg image of a stored item to be invoiced on the standard AR641000 form. I've carefully followed an example in the Acumatica S150 Reports Designer document - (See attached Training Doc1 & Doc 2, pages 30-34.). I have checked and rechecked,  but continue to get the following error.  (See Trace 1 attached).The problem seems to be with the table / table join of the Inventory Item. (See attached schema build.Any assistance would be very much appreciated.Thanks

Hello Everyone, I am working on a minor edit to my pick list form to print out kit items below items that are kits. I can get the subreport to pass-through just fine when I run the report from SO644000, the pick list screen, by picking the shipment number. When I try to run the Pick List report from the actions dropdown on SO302000, Shipments, and go to Actions → Print Pick list, the subreport does not print on the report.I wonder if this has anything to do with automation steps. Has anyone had this issue before?I am having trouble uploading an rpx file here so here are some screenshots: 

Hello,     I encountered an error, and my large guess it is caused by glitch in system. I’d like to report it here.A same GI, it run successfully in 1 Tenant, however it could not even be opened in another tenant which is with “Locales” enabled.  It could be opened and run successfully unless I turned off the “Locales” or I inactive the use of function “DateDiff”.           Like below:       If I active the line with DateDiff function while I keep the locales on, it throws error: 

Hello,      I have a need to monitor 1 item’s sales qty. If the qty reaches a certain amount, I shall do something.(business subscriber).       I choose the INItemsaleshis_FinYTDQTYSales to monitor, because it is a aggregation sum value.      However,  I add 2 “or” trigger conditions on business events. And both of them did not work.          What is the right way to happen the trigger work?       Or can I have another methods to monitor the sales qty increasing?

Hi Guys,We have a custom report called AP invoice with 2 parameters:This gets pulled from bills and adjustments:But when i run the report it only displays the first line item on the report:Schema setup as follows:

How do I remove the line file atttachment column from a GI? This GI is being used on a customer portal and I want to restrict it so that it is not seen and cannot be accessed.  

I have made an action in Customiztion Project Editor to print a custom report from Invoice screen, but I am unable to add that action to a mass action on a GI.  I can add an action to the GI through the Automation Steps screen that does show on the mass actions in a GI,  but I can’t add the custom report to the action.  Does anyone know if this is possible and where i can find some documentation on this?  Thank you. 

Hi Team,We have  a requirement  to print multiple dropship order into a  single reports. Example There are  three Dropship PO, where each order is having 5 items. When a report is generated, we would  like to see all the 15 items in single report / page. In other words, we are looking for a way to send items as a  dataset to reports for displaying all the items at once. Thanks Deebhan    

Is it possible to add the Unit Description to the title of the the ARM report?We have 5 units and I would like to put their name in the title of the report.  So that when I printed them all off I could tell which one belonged where.

Hi Team,Is there a way  in report, to convert S3image url to an image ? 

Hi All, Is there a way in Acumatica to bulk update a particular field in all the Business Accounts/Customers/Vendors? If yes, can we perform bulk updates on the records filtered by a certain criteria?For example: Change the Owner field for all Business Accounts in Colorado State with Status “Active”. Any help will be greatly appreciated.Best Regards,Amruta

I have a report who was exporting just fine to Excel and PDF. However after rolling out a large swathe of customizations changes between myself and my VAR, the report does NOTHING when I click export to PDF or export to Excel. Anyone know what might cause this or how to fix it?

Hello Community,  I’m trying to create a Generic Inquiry which would closely mirror CA303000 - Cash Account Details.  One thing I noticed is that PX.Objects.CA.CATran.OrigRefNbr is not typically a navigable field (you cannot just click it and it would bring you to the transaction).  I suspect this is because there are multipe modules which have their own unique Reference number (AP Check, AR check, etc etc). Does anyone know how to replicate the one-click navigation using a combination of Transaction type and Reference Number? Thank you,Kirill

Hi,When  i run the report for purchase orders in the printed form, only one inventory item lists per page and then in between each inventory item is a blank page. So a 2 page report turns into a 28 page report.I am not sure what to look for on the report designer.Thanks

 Generic Inquiry in Acumatica is an easy tool to fetch the data that resides in Acumatica database tables. This topic covers the steps to create a simple Generic Inquiry. This topic will be useful for non-technical Acumatica users to create a Generic Inquiry in Acumatica.Steps to create simple Generic Inquiry:Open the Generic Inquiry Screen Give a name to the Generic Inquiry for example “Sales Order Data”, as shown in the below screen shot.Add an Acumatica Table - for example SOOrder for Sales Order dataAs shown above, search for the table and select the required table for data. SOOrder is selected in this case. Search for the table SOOrder and select: