Reports and Generic Inquires

How would I create a Business Event (or some other notification) to alert me when a Sales Line is created and saved with a ZERO price?Or when a Sales Line price is changed to ZERO. 

I have some questions about the Assign function in Report Designer. You can see the documentation here, also pictured below:https://help-2021r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=83fa0867-0eaa-4d93-9f9a-92c0f1b384d3 My questions:1. Is there a way to use Assign in a TextBox and return a result at the same time? I tried using a semicolon like this, but it didn’t work:=Assign('$MyVariable','some value');'Here is My Variable: '+$MyVariable2. In the Help pictured above, what is <nowiki> doing?

I am trying to use a pivot table to show the sum of sales of an inventory item over the last 365, or trailing 12 months. Acumaitca only gives me the option of using “@YearStart” and “@YearEnd”. I was wondering if there was a value I could type in from trailing 365 days today.  

I need to be able to export a listing showing all vendors, along with their main address and tax registration and contact information.  Does anyone have a report created that I could upload, or give me some assistance on how to create that?  I am new to Acumatica and not very skilled at the report designer or generic inquiry, but have tinkered a bit with both.  Not very successfully!Any help would be greatly appreciated!

Hi All, @Naveen B,I need to pick up the address against the “To Warehouse”.  I am receiving the error “Response is not well formed” when previewing the form in Report Designer.I have tried the joins in MySQL and it works fine however when adding it to the Report build schema it doesn’t.  MySQL:-SELECT insite.descr, AddressLine1, Tositeid, insite.siteid FROM inregisterjoin insite on insite.SiteID = inregister.ToSiteIDjoin address on address.addressid = insite.addressidwhere RefNbr = '000291';………………………………………..Report table joins to get to the warehouse address fields (tables = INSITE and Address) :- Any help appreciated. Do I need to use the “Alias” column?  I am unable to load the report hence the screenshots above.Regards,Laura

Good day, I am assigned the administrator role.  Before I started in my current position, we had a VAR set up Report templates with email notifications and reports.  As the administrator, I assumed that I would access to these report templates and reports.  How do I make them available for me to review/revise and change.  Nothing against the VAR but it is pain to have to ask them make adjustments/changes/revisions.  I am also planning to make some templates for users as well.  I would be nice to be able to assign them by user/groups.Thank you

Does anyone know of a way to Export and then Import Document Templates? I looked to see if I could add them to a customization, but dont see a way. Seems like an issue if you have users in UAT creating these documents, and not a way to get them moved to production. 

What is the process required to enable the report attached below in order to run the report, we cannot run this report using the report parameters as well. The screen ID of the form is RQ302000.Requisitions Form 

Is it possible to get non stock item details to be shown on the sales order report in Acumatica, for now they only contribute to showing the order total in the report but is it possible to show this information as well?lines 2 and 3 are required to be shown in report 

Is there a way to edit the out of the box Purchase Accrual Summary to have a parameter added so it can be run up to a historical date. For example if I wanted to know what the Accrual balance by vendor as of 3/31/2021 can that be added?

Trying to identify a field to capture all Depreciation life to date to subtract from the Original Acquisition Cost to get to the current Net Book Value.  Any Ideas?

I'm not sure how to do this but I want to use a non stock item as the "master" pricing record for an item class in a GI so that for all items of the same class I can create a price list that is multiplied by a common GP percentage.   

Hello all:I am attempting to create a GI that allows the user to retrieve records not only by individual branch, but also by an entire Company (included any branches under it). I know this has been implemented in various built-in GIs and Reports, so I used on of those as my base - the PR-Employee Pay Rates and Earnings GI. I see this GI is using the `ARDocumentFilter.OrgBAccountID` Schema Field for its `OrgBranchID` parameter. I further noticed that this parameter is used in the Condition section: e.g. PRPayment.BranchID Is In [OrgBranchID]. I have created a GI that mimics this approach. While it works as expected when selecting an individual branch, it does function as expected when selecting a Company. Specifically, records from Branches from another Company are brought in. For example, I have a Company with ID of 1000. This Company has three Branches: 1001, 1002, and 1003.  However, if I select the 1000 Company in the GI, the Inquiry brings in not only records from branches under th

I am trying to pull a report that shows me how much of each item under an item class cost and was used for a certain time frame. Can we do that in acumatica?

Is there a way to see everyone who has made edits to a service order in Acumatica?

I’m testing the hierarchy system of Item Classes and have a question on what I can report/filter with them. Particularly, when I filter on a parent item class I would like to see all of its child entities. For example, if my hierarchy is:1.1.11.1.21.2.11.2.21.3.11.3.2I would like to filter on 1.x.x and see everything or I could filter on 1.2.x and only see the 1.2.1 and 1.2.2 or filter on 1.3.2 to just see those items. Is that possible?Another example of what I’m looking for is how the Inventory by Item Class (IN408000) screen gives the options of ‘Related to Only the Current Item Class’ or ‘Related to the Current and Child Item Classes’.I do understand that I could filter on ‘Contains’ as opposed to ‘Equals’, but that is on more thing to explain to people.-Adam  

Has anyone had experience connecting Google Charts into Acumatica, specifically as a dashboard tile?

Greetings!Is there a way to dynamically pull the current User’s Email into the From of a Notification Template (assuming that it’s been set up as System Email Account)?  This would be very helpful in personalizing the emails out of Acumatica without the User needing to manually switch the From field each time.

Good day Community, I have removed the groupings from GL633000 - Journal Transactions for Period, as one of my clients, just wants the range from accounts without the grouping. But I am struggling to correctly have the beginning balance that will add up all the beginning balances from the range of accounts, It works for one account range, but when I do a range for several accounts, the beginning balance goes to zero.  I have tried to accumulate the Beginning Balance with a:  $TotalBegBal = $BegBalance + $TotalBegBal, but it did not work. I started to pull out my hair one follicle at a time. This is my groupingNote: I am submitting an idea for Tags to have the word Desperation on it as a selection.

Hey Guys,A client put in serial numbers for monitors in the linenote. Its 179 serial numbers. This is longer than the page so Acumatica splits the invoice into 3 pages. First page blank, 2nd page has the item and the serial numbers and the 3rd page is also blank.line notefirst pagesecond pagethird page Is there any way to tide this up or at least get the serial numbers to stop on page one then carry on on page 2? Any suggestions welcome!

I have a report requirement where I need to calculate totals based on the field HSCODE, if detail lines have the same HSCODE then their total is calculated in the footer, considering those lines together. Please let me know a solution to cater this requirement.

Hello,i am trying to figure out if there is an eas way to create table lines. I tried working with panels, but experienced issues with them not always growing with the textbox, which made it problematic. Is there any good way to do it?Greetings

hai guys, i want to ask, how to edit report view in acumatica ? example: add “label” and remove distance “order type” with the field.

Hi I am attempting to build a widget that shows percentage orders completed on time.  I’m having a tough time shaping the data.  A simple table below - I’d like to show OnTime as a percent of “yes” values.  Ideally I’d like to use the meter KPI, in below example it would read 75% for the month.  Any suggestions?   Date Order# OnTime 2021-10 1200 Yes 2021-10 1201 Yes 2021-10 1202 Yes 2021-10 1203 No