Reports and Generic Inquires

Hi guys, Is there a GI behind the Approval screen? Trying to create a dashboard widget to show “My Workgroup Approval” but can’t find a way to assign users. 

Hello,     I accidently find pdf attachment size are 10 times different in size. like below, both are 1 page data. 1 is 128KB, the other is 4 kb.  I checked, both with the same setting “compress PDF file”, “embed fonts” So, I am just wondering, can anybody tell me what causes such differences.

Hi,Was wondering if anyone can help me with the table joins that are required for me to include SO header fields on my invoice reports AR641000 and SO643000Any help is appreciated TY!

For some reason when I expose the FS-ManufacturerModel GI to OData I cannot connect to it in excel.  This is the error I get: I was able to connect to the FS-Manufacturer GI without any issues.  We haven’t modified that GI so I’m not sure what could be causing the problem.  

hi, I’m not able to get the opportunities owner’s email. If I join the CROpportunities with Owner tables, i will get the error - Operand type clash: uniqueidentifier is incompatible with int.Attached it the XML of the GI. Hope someone could advise how I can obtain the owner’s email from the opportunities. Thanks

Business Event History shows that the business events has no issues and the email notification subscribers also has no issues, but when I want to process the email, I could not find the email notification under Email Pending Processing. Hope someone can advise why and how can I fix it. thanks 

Hi Guys,Hope you are doing well..!I’m also facing same issue, I’ve added a annexure (Terms & Condition) page on AR Invoice “AR641000” format. but when I view report in PDF viewer or export to PDF then some content will cut off and content is fully printing on normal view.here is the condition and setting I've set on the group footer section part. Since Terms & Condition content is very long. so it should go to 2nd page. how we can solve this ? Groupfooter section setting

Hi All,We have a custom made report to show the balances of inventory stock items including their images.The report runs ok without images but it crashes when we execute it with the image option.Also it runs fine for a small set of data with the image. So the problem is when you have over 1000 records to be loaded with the images.This is what that is used to load the images at the moment:Could someone please let us know if there is a way to optimize showing images?.Thank You

Have custom report created in Report designer. Long comment field on the report ic cut when exported to PDF. Tried to add some spacing between sections - no change. WratText=True, CanGrow=True for the field. 

I’m creating a notification template using opportunity details screen (GI). In the “To:”, I would like to send to the owner that creates the opportunity, but I can’t seem to find it in the entity here. Is there any way I can do it?  

Hi. Is anyone encountered this? I created a discount and it duplicates in the generic inquiry I am creating. Also, how can I get the value of its discount percent?  Thank you.

Hello,      I have a need to find the modified lines.It is simple in GI by using below way: However, the same method does not work in Report Designer, even I change “Greater” to “NotEqual”  How can I achieve my need in Report designer. Please advise.

An inquiry that was working fine started giving this error.  When I create a GI with just SOShipmentAddress or SOAddress in tables and put SOAddress.AddressID in the result grid and try to view the results I get error: Object Reference Not Set to an instance of an objectIf I view the trace log it has: An unhandled exception has occurred in the function 'IsValidateRequired'. Please see the trace log for more details.immediately before it. Does anyone know how I should go about troubleshooting this? Phil

Hello and good Saturday everyone!I am wondering if it is possible to hang a “print report” action inside a generic inquiry?I noticed that you can export a GI to the Report Designer and build a report there, that you could upload back to acumatica and create a sitemap entry. But is there a way, like it is in normal screens, that i can hang a action to print the report inside of the inquiry?Greetings 

Hello,I am wondering has anyone came across this odd anomaly during SO Quote creation?Everything was entered line by line and when I printed the report it duplicated each line.The crazy thing is everything add up correctly.  I checked the SOLine table for this quote and it is fine there was no duplicate data.  I checked the report and it looks fine too.  This duplication did not happen to other quotes just this one.  I copy the quote to another quote and the same issue happened. 

When printing a sales report the items will be repeated for many pages but the total on the final page is correct.  In this case the line item was repeated for 65 pages.   How can I fix this? 

Good day Dear Community, I have a GI that shows open Sales order by unshipped Amount, and this feeds a Doughnut Dashboard, where I have a check box on Show Sum of Other Entries. On the Graphic everything looks good, if you click on Donut for a specific client, the GI will open with a the client filter activated,  but when you click on the Other Category, there is no filters and the GI will show you all of the Sales Orders on the GI. Is there something else I can do to fix this filter issue? I can do a GI Filter, but due to the List being updated with the top 10 customers, it can be wrong sometimes. Thank you for your help.

Hi All I am unable to see the inbuilt query in trace of any report in my 2021R2 version (21.204.0055) can  anyone help me with this issue.I am unable to the about info in this version as well. Please find attachment of video file in Trace.zip file with this postThanks and RegardsSD

How can we view a customer’s historical high credit balance? Would be beneficial to see their high balance, compared to their active balance to assess the customer’s credit limits and worthiness.There is nowhere to see customer key payment indicators on the customer profile. Average days to pay, and historical high credit balance would allow our business to take preemptive action before allowing a customer to extend themselves too far.

Hello, I have added a small customization to the Vendor Status field such that it includes a new available option for selection. This was done through the Customization Project via the ‘Fields’ section of the ‘Vendors’ [AP303000] screen, where a new Combo-box value of ‘Z’ and description of ‘Pending Approval’ (see below screenshot) were added.  The respective value of ‘Pending Approval’ is available on the ‘Vendors’ [AP303000] screen, however when running the Generic Inquiry which shows the list of Vendors, there is a slight issue, whereby the Status is being shown as blank. I have some workarounds to this such as by using a Switch function to manually show the status description, although this is not “clean” as it could break in case of upgrades and it would be considered as sort of “hard-coding”, thus is not good practice.  Does anyone know whether there is perhaps some missing configuration that I need to do to make the value description show for the new Combo-box values? Thanks in

Hello everyone  I need your help :(( I can’t find a way to add the reference Id to my parameters in GL63CG01We want to be able to filter with the reference Id (Customer/Vendor) in addition to the Account. I added to the list of parameters but it won’t show on the screen when editing the report.  I’ve copied the same setting as the AccountCD but it’s not working :’( Any ideas ?  Thnxxxxxxxxx;  

In the Customers inquiry screen, some newly created customers are not being displayed. But if you navigate to an existing customer and search in the customer ID, the said customer appears. Is there any reasoning behind this?Thank you.

We have customized a project manager selector in Project screen to show NickName like below. and when we use this same selector in report's parameter, it is showing default selector's columns, means no custom columns. How can we show even the customized columns in the report's parameter ?   

Hi all,I am trying to create an AR Aging 3 Month Summary report. I copied AR631000 as a basis and modified to remove unnecessary groups. I would like to prompt for a month ending and show the two previous monthly aging summary totals only. I have groups setup for each monthly summary, but am having trouble displaying the correct totals for each month. Once I can validate the aging totals, the details will be hidden. Only the last three monthly totals are wanted. I have attached my report for review. Any suggestions as to what I am missing would be greatly appreciated. Thanks in advance.I am unable to upload my rpx report.

Hello, We are having trouble with Report “Expense Claim Details” Employee drop down menu populating with direct reports (see attached screenshot).When they run the report with nothing in the Employee parameter it will populate with all expense claims approved by manager within the other Parameters selected. Any support on a resolution would be great!Best,Kage T