Reports and Generic Inquires

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:

Hello,      We have a dashboard with 10+ widgets.every time, when I view the dashboard, all the widget are getting data in the backend, sometimes, it would be quite time consuming.      Can I add “Switch on” “Switch off” on each widget?What I want is like below:   The most often used widgets are switch on by default, it would load data when viewing the dashboard.   The rest widgets are switch off by default, it would only load data when user manually click “load” or switch on the widget. 

In a GI, I need to query the WarehouseDetails settings for Material items included in MFG BOMs.Normally I would join AMBomMatl to INItemSite ON AMBomMatl.InventoryID = INItemSite.InventoryID AND AMBomMatl.SiteID = INItemSite.SiteID.In this case however, the client has not populated AMBomMatl.SiteID, so I thought I could add AMBomItem to the joins and use AMBomItem.SiteID = INItemSite.SiteID instead.In SQL, the query would look like this:SELECT * from AMBomItemJOIN AMBomOper    ON AMBomItem.BOMID = AMBomOper.BOMID and AMBomItem.RevisionID = AMBomOper.RevisionIDJOIN AMBomMatl    ON AMBomMatl.BOMID = AMBomOper.BOMID AND AMBomMatl.RevisionID = AMBomOper.RevisionID    AND AMBomMatl.OperationID = AMBomOper.OperationIDLEFT JOIN INItemSite    ON AMBomMatl.InventoryID = INItemSite.InventoryID    AN

could someone know any formula can ID to full name from Inquiry    

I created a new custom screen, but the initialize () method which was declared override was not found. Error: no suitable method found to overridethank you in advance :) 

Hello Everyone, I have been watching several videos on youtube regarding Dashboards and was just wondering if there is a Dashboard Demo Data available somewhere? Like, in the video, you can select the dashboard for sales Manager and other different roles...would be useful if I can look and practice on those dashboards. I am still using the 2020R1. Thank you. Kind regards,Mrivera67

Can anyone explain why these provide different values?from the results grid the result:from the GI 

Is there a way to rotate text on a report in Report Designer?I print information on a label and have a 3/4” section of the label that runs vertical.Is there a way to rotate this information?  

Hi All,We have configured several custom fields in Customization project for our Business Account in Acumatica. We have also used Push Notification using a Generic Inquiry to send us notifications when any field is updated in Business Account. The Generic Inquiry has the custom fields added as well. So when we get a push notification about changes to Business Account, we see the custom fields in the Inserted and Deleted blocks. We have been using this setup for over a month.Everything was working as expected until we stopped seeing the custom fields from Business Account in Push notifications. We checked the following things to make sure our setup was right: Customizations are published  Generic inquiry had custom fields in result grid  View Inquiry of the Generic inquiry had customer fields  Push notification was subscribed to the correct Generic InquiryAfter 2 days, the custom fields started appearing in P

Hello，      I’ve studied the article, but I do meet a issue.      I write a sub report, and want the sub report be displayed only when it is having count(lines)>0        Per my test, only when the subreport be trigger at least once, will the         subReport1_Count having value.         Like below 

I am trying to build a GI with the invoice info and the activities that belong to it.  I was trying to link table ARInvoice with CRActivity.  Has anyone linked these two table up before or know if i am targeting the wrong activity table ?  Thank you .

So we are about to try and use an attribute on our Production Orders for the first time. I have associated an attribute with a production order type that we use for all of our production orders. It is a checkbox.  I now need to show a textbox on the production order ticket when this checkbox is checked, however, when I go to find the attribute in the schema builder, it’s not there. Normally when the attributes don’t show up, I’d just hit “Refresh All” to reload the fields and it would show up, but that’s not working for this case.  We just upgraded to 21.106.0024 from 2019R2 and I have no way of telling if the upgrade is the root of my issue, as we just started using attributes on production orders this week.

I have a Generic Inquiry that sums transactions over a date range specified by Required Parameters StartDate and ThruDate with Default Values of @YearStart and @MonthEnd-1 respectively:Generic Inquiry ParametersAs I needed the ThruDate in Excel exports of this GI, I added it to the Results Grid:Generic Inquiry Results GridThe unexpected result is the Parameter (Thru Date) and the Result column (Statement Date) get different values when the Inquiry is executed:ResultsIf the Par

I am creating a pivot table for shipment line details and want to be able to filter for multiple shipment numbers.However, when you add Shipment Number to the filter section you only have limited options for filtering, as below:Is there any way to make this a multi-select filter so the above would show a list of available shipment numbers that you can select with a checkbox?Many thanks