Reports and Generic Inquires

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

We would like to get a version of the AR aged report for Customers who have an invoice outstanding over 90 days (age03), and then we want to show all invoices for that customer.  If they do not have an invoice over 90 days old we don’t want them on the report. I thought that there would have to be a way to filter the report using the AgeTot03 variable (<>0) then print but I am not having any success.Any ideas?

Hey ! I currently face difficulty with filtrering query results  :I often need to restrict the documents visible for user (ie Invoices or P.O.) I use the @me parameter but I also need to keep the abaility for the general accounting users to see all the lines without restriction (They may not be the creator, last modificator or owner). Is the a way to pass the workgroupID of the curent user in parameter  or an other way to escap filtrering with condition of the curent user ?    Thanks for your help. Cécile 

Hi there,We'd like to create some "graphic" dashboards in Acumatica for showing our customer journey and to create a sort of cover page to access each department's Wiki. I know it's capable of doing like the below / attached images - the first was obtained from an online article and the other was created by an intern we had some time ago. Does anyone know how you can design dashboards like this or any resources that could help?Thank you!

Good day,  We have an issue is few our tenants but not all.  When you select the Stock Item under profiles in Inventory module the GI is gone and you go right to add stock item screen.  You can still select an item.  ACM support told our VAR it is bug in 2020R1; and told us to upgrade since they not longer support our version.  Has anyone experience this issue or work around.  (Not happy with ACM Support’s response).  If it is bug then they should have a fix?Your advice and assistance is solving this issue.Thank youEvan

I need to do a report where amounts are posted in different sections and columns based on wether they are Debit or credit For instance in a Balance Sheet :Bank accounts are posted under the Assets or Liabilities sectionand amount in a Credit or Debit columnThis is something that can be done in the report designer, but is there any way with the ARM?Many thanks Christine

Looking for a report that I can run for auditors that would show my total inventory purchases by vendor. Ideally this would be the landed cost of that inventory item regardless if the freight was paid to a 3rd party or not. Know of any reports that would achieve this?

Is it possible to create a report where one of the parameters (?) or options is the user can select how they want the report sorted?Example: I have a Sales Order based report, some of my users want to see the report sorted by Sales Order # and some of my users want to see the report sorted by Ship On date...

I am making a Sales Order based Report. I want my users to select a Customer ID and then a customer Ship To Location. I want the Customer Ship To Locations to only be for the Customer ID. Right now I can’t even get the Customer Locations to pull up...How do I make this happen in a report?I’m including a screen shot of the parameter screen and the relationship tab from the build schema part of the report. Please note, I’m a novice, so any help would be appreciated.   

Is there a way to change the default so I can manage the report designer from within the website instead of downloading into RPS file?

Hi, I’ll start this off by saying that I am new to the reports designer and I am having trouble figuring out where to start. We ship internationally fairly often and have been using the EasyPost integration in Acumatica for all of our shipments.  The integration will generate the Commercial Invoice from the carrier but it usually has incorrect values for items if they are a kit (it lists all the parts in the BOM of the kit with incorrect pricing instead of just listing the kit SKU).  As a result I am forced to download and correct almost all of the commercial invoices that are generated, which is a waste of time. I would like to be able to create 2 custom reports, one that is a customs invoice, and one that is an SLI (shippers letter of intent).  I would need to display “Tariff Code”, item weight and possibly a couple of other attributes from the item.  I don’t see where I can add item attributes to the report, can anyone point me in the right direction?

There is field for Contact Email in SO641010. The expression for it is:=IIF([EmContact.EMail] = null, [EmContact.DisplayName], [EmContact.DisplayName] + ',' + [EmContact.EMail]) When I choose a Contact for my Sales Order, I can’t get this field to populate (the rest of the contact fields populate correctly). I tried giving the contact an email address, I tried setting the Account Email on the Customer, etc. But I can’t get it to populate. Any thoughts?

HI, I am trying to get the employee’s email from a PO in Report Designer. If I try & do a join from the PO to the EPEmployee table & then from the EPEmployee table to the contact table (like the employee PL, EP2030PL)  I get a message that the EPEmployee.DefContactID cannot be bound. I have tried doing a join from POOrder to Contact using the EmployeeID to BAccountID & to ContactID but I cannot get the email address. Any assistance would be appreciated!Thanks in advance!Bill 

Does anyone know how to accomplish this?A pivot table counts the values as stored in the database (multiple values concatenated, separated by commas), I want to count them individually.In this example, the counts should be as follows:Value 1 = 3Value 2 = 2Value 3 = 3 

Hey guys,Right now, the default selection of this ‘Company/Branch’ drop down menu is whatever branch you are currently working under. I would instead like the drop down menu to default to the entire company/tenant Any help is much appreciated 

Hello,I have a very simple GI I am working on.  I want to select “Receipt” records.The GI works and I can see records where InDocType and TranType have a value of “Receipt” in them.  However, I cannot limit my results with a simple condition on either field I return no records if I add this condition for either field.