Reports and Generic Inquires

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?

Hello,      In previous version (2020R2), user can print Released SOinvoice in batch on screen SO303000.In current version 2021R2, user can no longer print released invoice anymore, even if he select “show printed” button.        Why change the logic? We have the need to print all invoices of a single customer at end of month, no matter it released or not.         How can we do this in a simple way. Please advise.

Hello,      I am sorry. I don’t know whether it is too much to ask.We are using a GI as the datasource of Business Event to monitor the PO receiving.     The GI is with predefined monitor conditions by me.And I help change the conditions if user ask.         I know, I know, it should be not difficult to teach the user change the conditions himself.But the user I served is not so good at computer. And I am also afraid he might get something wrong if he works directly on Generic inquiry setting screen (SM208000).         Is there a way he can adjust the datasource without coming to Generic inquiry setting screen (SM208000).?

We have set up a notification for emails, however when we follow this process below, the notification is coming from elsewhere.  Where can I change this notification?Step 1 - select a customer from the below list and choose “process”:  Step 2:  Select “send” A notification now opens up and I want to modify this, but I can’t find where to do it (it isn’t in Notifications).Acumatica 2021 R2Build 21.210.0030

Can someone help me with what I’m doing wrong here please?I created a report joining 2 files to retrieve Customer #, Customer Name, Email address, and Date the Customer # was created.  Joining the 2 files to include the Email address returns the same line multiple times for some customers, while other customers only return a single record.What can I do to prevent the duplicate records?  

Hi,Is it ok to use SQL view in report designer. Whether Acumatica is planning to remove that option is near future ? Is there any other option other than SQL view, if I want to aggregate transaction quantity in released status for YTD and last year.Thanks,Shyam.

Hi everyone,Hope everyone is doing well.I have come across a Fonts issue where printing of invoices looks fab however the email copy is quite shaky fonts not showing as required.Not sure how do I resolve this. Below are 2 screenshots of how it looks Left shows when printed from MYOB Advanced => Right looks when its emailed out.Even the Logo has a some shadow on right.I installed the fonts on all the local PCs. Please help, any help comment really appreciated :) 

I have a function in a report that is not working as expected.  It should only show an inventory code if the type is “Finished Good”:=IIf(([InventoryItem.ItemType]='Finished Good'),[InventoryItem.InventoryID],'') This is only returning blanks for all Item types, but if I show the value in the ItemType field, it is displaying “Finished Good”. I’m wondering if the underlying data in this field is actually something other than what displays on the screen, like maybe FG or something.  But I have no access to the DB to find out.

Hello, I am creating GI for Pro Forma invoices, the main goal of the GI is to mass send out Pro Forma Invoices to customers. I am having trouble connecting the Activities information for the Pro Forma invoices (PM307000), see attached picture for reference.  I would like the GI’ to populate in a column if the Pro Forma has been emailed before or not. Below is a screenshot of the current results grid (last line):  When I run the GI, I receive the below error:  any suggestions on how to resolve this error? Thank you,KT

Hello,  I have an Opportunities report set up to send daily - the report is to show when opportunities have been created with no Owner ID. Does anyone know how I can set up the report to send only when there is data on this report? We only want one report per day, not each time an Opportunity is set up with no owner ID. Thank you!

I have currently been using the historical inventory valuation for reporting month inventory values. This report needs to tie to the the balance in my inventory account. To accomplish this, I am having to the use a start period that is the beginning of time to the current period. The report size gets larger and larger every month due to an additional months data being added. Are there any reports that can be run that do not include each months transaction details? Ideally, I would only need 4 columns:Inventory ID, Description, Quantity on Hand & Value for any given historical period. Any input would be appreciated!