Reports and Generic Inquires

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.   

Has anyone created an accrual to cash financial statement within the system for the BS & IS? Any suggestions on building that report?

Hello, I have a situation where a user needs to be notified whenever the credit limit utilisation of a customer exceeds a certain threshold. I have tried using an existing GI which Acumatica offers out-of-the-box with title ‘AR-CreditLimitCustomers’ and added a field to calculate the utilisation percentage. The calculation is as below.=((([ARBalancesSharedCredit.CurrentBal]+[ARBalancesSharedCredit.UnreleasedBal]+[ARBalancesSharedCredit.TotalOpenOrders]+[ARBalancesSharedCredit.TotalShipped]-[ARBalancesSharedCredit.TotalPrepayments])) / [CustomerSharedCredit.CreditLimit]) * 100 However, as expected, the business event does not trigger due to a known limitation that business events do not work on calculated fields. For this reason, I created a SQL View which basically runs the same query as in the GI above and included the custom formula as well as a separate field. I created a DAC linked to this SQL view and added it to a new GI and a business event to it linked to this field.Despite hav

Hi @Naveen B , All, I have the following Generic Inquiry which I need to calculate a new cost from the attributes against the Item.  I think the calculation is not working due to the data types but am struggling with what prefix to use.Attributes:-I have tried using the Mask without luck also.  The generic inquiry is attached.Any help appreciated.Regards,laura 

Hi Everyone, On the AP balance by vendor report the client wants the balance to be a rolling balance. The report now shows the amount and balance exactly the same: As I understand the variable for docbal must be changed in the variables collection which is:And the docbal Appearance is : Any suggestions?

So my client modified their SO / QT forms and now they are adding additional “blank” pages after the necessary pages. The additional pages have a header and footer only. When you go to AcumaticaERP/Main?ScreenId=SO641000 and run the report, it shows up fine. UNTIL you print, email or export. That’s where the additional pages are added.I’m attaching the 641000.rpx. Oddly enough when I upload this rpx to my localhost u100 test environment it fails completely.In advance… Thanks Naveen! 

Hello,Before my sales order reports would not display a line space if there is no data in address 2 or address 3 fields but now it display a empty line and it bumps the rest of the data down.  Is there anyway to correct this issue?  

Hello,  I would like to show in my report Payment Method Detail's data from (screen CA204000 Payment Method) but Report Designer prints encrypted data( ******) instead of the real information. Any idea to solve this? Thank you in advance data from screen :  result from report designer: 

Is it possible to display the Label attribute from the parameters tab under Schema Builder? Currently, I’m using a switch statement to display the Label text:    I want to get the values in the red box. Just wondering if there is a simpler way. 

I am receiving an error on the standard aging page delivered with the self-service portal.  When calling this page: SP402000 and using the Aging Report link to AR641000 - it returns an error Error: The report does not contain parameters: OrgBAccountID.  I’d like to create a version of this report for the portal that does NOT utilize this parameter and simply goes by BAccountID for the aging, however, seems I cannot get to the report to edit it and create the version on the portal side.How would I go about handling editing the report ONLY for the Portal side?

FIRST OFF: I just attended my first Acumatica Summit and heard all about how amazing the community is and how helpful people are; so I’m bought in, show me what you got! Our sales department wants a more formal look to our quotes/proposals and so the graphics guy has designed a template with a black header.  Unfortunately our standard report logo doesn’t look good on a black background, but our site logo would. I’ve found in Report Designer that the standard report logo reference is:=[Branch.BranchOrOrganizationLogoNameReport]and when I compare the difference between the references when I check the source in the ‘Companies’ screen:Report Logo info is: Control Type: Image Uploader Data Class: Organization Data Field: LogoNameReport View Name: OrganizationVier Business Logic: OrganizationMaint Site Logo info is: Control Type: Image Uploader Data Class: Organization Data Field: LogoName View Name: OrganizationVier Business Logic: OrganizationMaint So I tried to switch the image r

We have an approver that receives the expense claims for his delegates, but the expense claim does not show that there are receipts attached.

Is anyone able to help me with getting these headers to stick together on one page? I am very new to this system and just fumbling my way through however when groupHeaderSection3 and detailSection1 run over two different pages it doesn’t look right. I have tried a page break however then the section above is small it also looks odd  

The Inventory Trend KPI is not returning any data. It uses the DB GL History generic inquiry filtered by “Inventory” class GL accounts. The KPI setup is as follows with the “Filter Settings” based on the Inventory filter.:The Inventory tab on the GI looks as follows:The drilldown tab of the GI returns no records and the filter settings include date parameters.Where are those date parameters coming from and how can I work around them? I’m pretty certain that is causing the lack of data since the “Fin. Date” is month end and the dates being added to the filter are based on the current date. Thanks!

Hello,I am using INItemSiteHistDay to do some inventory analysis.  As a gut check, I subtotaled on inventory ID and compared the results to the total of all warehouse quantities in the stock item screen.Sometimes (not always) my results do not match what is displayed for the total of all warehouse quantities.I am wondering if I am missing something in the following formulas, or if INItemSiteHistDay does not actually hold all inventory transactions.These are the formulas I am using:QtyIn =  INItemSiteHistDay.qtyReceived + INItemSiteHistDay.qtyTransferIn + INItemSiteHistDay.qtyAssemblyIn  QtyOut = INItemSiteHistDay.qtyIssued + INItemSiteHistDay.qtySales + INItemSiteHistDay.qtyCreditMemos + INItemSiteHistDay.qtyTransferOut + INItemSiteHistDay.qtyAssemblyOut Thanks for any assistance!

I have this text in a Text Box control in Report Designer:=’Where the customer opts to have the company pay a cemetery fee on their behalf, a  $15.00 processing fee will be assessed.’In the form output, the $ sign is not printed, there is a blank space instead, like this: “a   15.00”.I’ve tried Format, \$, but I can’t get it to print the $ sign.Thanks 

What field stores the Sales Rep  assigned to a Project. I want to include it in a report, maybe based on a Generic Inquiry

We are trying to join project addresses to each project in a report.  We have done it GI without a problem using the PMProject.projectid and PmSiteAddress.contractid fields in each table.But when we go to report writer we are not able to see the same fields.We tried PMProject.Locationid = PmsiteAddress.addressid without success.  Has anyone done this in report writer successfully?Thanks

With the current function of the radio buttons, it adds unnecessary clicks for a user navigating the results of a filter.  This exists in all areas of Acumatica (e.g. Customers, Vendors, Projects, Change Orders, Invoices and Memos, Purchase Orders).See attached file for an example of the function we would like to see changed.Once you click on a PO and are taken to the PO entry screen, the filter is no longer a factor, so you are taken to the next PO in the list.  We would like the filter to continue to be used when on the entry screens.

Hello,    We are having 4 branches. And the management would like to see data like below.I previously made the report in excel, and calculate each value speparately and fill in the cell.Now, they’d like to see it on dashboard. Can anyone give me some ideas, just ideas.Like which widget is the best way to select, I am thinking of score KPIand How can I set the data source, in my opinion , I have to write at least 2 GI, 1 is to count the Inventory value, 2 is to count the sales total and margin.　 Inventory Total Value Last Month Sales Total Margin% Branch1 　 　 　 Branch2 　 　 　 Branch3 　 　 　 Branch4