Reports and Generic Inquires

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.

How long should it take to make an open orders custom report ??

Hello, Can anyone tell me the DB values for the INPIDetail.Status field?  I need to check the status of a Physical Inventory Detail Line in a Generic Inquiry.Thank you,Dan Concannon

What table is the device information for a user stored?  I am trying to create a GI that will list each user that has a device attached to their account and the information about the device.

Hello ,I have created a GI but I want to convert the price base on customer currency (or by changing currency ID in Parameter ), How can I do it? My Default Currency is SGD but i want that when I will choose USD in my parameter it will change the Price in USD. Thank youJennifer

Hi,I am new user for Acumatica and have a question regarding adding email address in Report Designer. I am looking to add the email address of the user to invoice SO643000. My goal is when I click on Email Invoice under Invoice, it will send an email to the customer and also BCC to the user on the account. I have read some of the threads on the forum but it mostly just about setting up email but not on adding CC/BCC automatically.   I have try to use =Report.GetDefUI('RowAccessInfo.UserName') on the BCC field in Report Designer but it don’t seems to work. I try to use this logic in the Text Box and it does show the user email address.   Is there a formula or logic that allow the system to pull the user email address base on who is login to the site when emailing? Preferably in Report Designer and not Acumatica as I am not familiar with the coding and logic there.  Thank you.

I need to get some attribute values from the stock items form to a report (Modifying Sales Order Report SO641010.rpx). What are the tables to be joined in order to show the necessary value from the Attributes table to the report?